This allocator's name, 6 more advisers, 6 more managers, 20 more commitments and 26 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in California
Taft-Hartley plan, based in Manhattan Beach, California, reporting $1.4B in assets, for 11,369 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.4B
- Funded ratio
- 89.3%
- Fund commitments
- 12
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Erisa Advisory Group.
Capital path
who backs this record, through what, into what; each name opens its own path- Washington Capital Joint Master Tru3 commitments
- Multi-Employer Property Trust3 commitments
- Legal & General S&p 600 Cit Fund2 commitments
- Legal and General8 commitments
- Washington Capital Management, Inc.3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 8.3%
- Corporate debt instruments (preferred) 3.4%
- U.S. Government securities 14.1%
- Partnership/joint venture interests 10.1%
- 103-12 investment entities 4.3%
- Common/collective trusts 19.0%
- Pooled separate accounts 0.9%
- Registered investment companies 5.3%
- Common stock 29.2%
- Preferred stock 0.0%
- Real estate (other than employer real property) 1.5%
- Erisa Advisory Group General consultantthrough Dec 31, 2024 Form 5500
- TVG Consulting General consultantthrough Dec 31, 2023 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2017 Form 5500
+6 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Legal and General8 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- American Realty Advisorsplan years 2023
- Capital Groupplan years 2023
- Garcia Hamilton & Associates, L.P.plan years 2023
+15 more Schedule C managers
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- Dec 31, 2024Manager relationship endedinferencewith CK Opportunities GP LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Erisa Advisory Groupaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
+26 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $60.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Legal & General S&p 600 Cit Fundcollective trust | Legal and General | Pooled vehicles | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $17.4M held | Disclosed holding | askebsa.dol.gov |
+20 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 | 11,369 | Not disclosed | Not disclosed | n/a | $1.4B | $144M | Not disclosed | $20.7M |
| 2023 to Dec 31, 2023 | 11,218 | Not disclosed | Not disclosed | n/a | $1.3B | $152M | Not disclosed | $24.1M |
| 2022 to Dec 31, 2017 | 10,277 | Not disclosed | Not disclosed | n/a | $1.0B | $91.4M | Not disclosed | $22.4M |
- Morgan Stanley Smith Barney LLC codes 11 15 19 27 33 49 50 55 64 71 72 99 $2.5M PY2024
- this allocator codes 14 30 50 $2.1M PY2024
- Washington Capital Management Inc. codes 51 $607,261 PY2024
+99 more service providers
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Provenance
Not yet on record: managers.
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
+28 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
+28 connections on the graph
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