This allocator's name, 3 more commitments and 4 more dated events
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Taft-Hartley plan in Pennsylvania
Taft-Hartley plan, based in Southeastern, Pennsylvania, reporting $38.7M in assets, for 309 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $38.7M
- Funded ratio
- 81.0%
- Fund commitments
- 2
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- NEW Tower Trust Company3 commitments
- Hardman Johnston Global Advisors3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 4.1%
- U.S. Government securities 5.1%
- Partnership/joint venture interests 28.2%
- 103-12 investment entities 8.1%
- Common/collective trusts 3.4%
- Registered investment companies 16.2%
- Common stock 22.8%
- Real estate (other than employer real property) 8.9%
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- The Mckeogh Company Actuarythrough Dec 31, 2022 Form 5500
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisorsplan years
- Hardman Johnstonplan years
- Amalgamated Bankplan years 2022
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship endedinferencewith Johnston International Equityaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Mellon Bank,n.a.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Aristotle Capital Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Boyd Watterson Gsa Fund, LPaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith GCM Grosvenor L.P.askebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $2.8M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 309 | Not disclosed | Not disclosed | n/a | $38.7M | $10.9M | Not disclosed | $3.5M |
| 2023 to Dec 31, 2023 | 308 | Not disclosed | Not disclosed | n/a | $36.7M | $6.9M | Not disclosed | $3.7M |
| 2022 to Dec 31, 2022 | 320 | Not disclosed | Not disclosed | n/a | $36.0M | $7.4M | Not disclosed | $4.6M |
- Zenith American Solutions Inc codes 13 50 $62,959 PY2024
- Investment Performance Services codes 27 50 $50,000 PY2024
- Wedge Capital Management LLP codes 28 51 $30,794 PY2024
+44 more service providers
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Provenance
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-01-01source
- Manager relationship ended2023-12-31source
- Manager relationship ended2023-12-31source
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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