This allocator's name, 8 more advisers, 13 more commitments and 9 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 Maryland
Taft-Hartley plan, based in Baltimore, Maryland, reporting $4.0B in assets, for 14,314 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $4.0B
- Funded ratio
- 78.9%
- Fund commitments
- 7
- Managers
- 4
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- Nepc Global Equity Cit3 commitments
- EB Temporary Investment Fund3 commitments
- Crescent Capital Trust II3 commitments
- Nepc, LLC10 commitments
- Bank of New York Mellon3 commitments
- Crescent Capital3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 0.9%
- Corporate debt instruments (preferred) 1.3%
- U.S. Government securities 3.7%
- Other investments 0.2%
- Partnership/joint venture interests 63.0%
- 103-12 investment entities 3.1%
- Common/collective trusts 5.7%
- Registered investment companies 4.0%
- Common stock 10.8%
- Real estate (other than employer real property) 5.2%
- J.P. Morgan Investment Management Investment adviser (plan)through Mar 31, 2024 Form 5500
- Pointclick Technologies, LLC General consultantthrough Mar 31, 2023 Form 5500
- Ernst & Young LLP General consultantthrough Mar 31, 2023 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Nepc, LLC10 rows, latest Mar 31, 2025
- Bank of New York Mellon3 rows, latest Mar 31, 2025
- Crescent Capital3 rows, latest Mar 31, 2025
- Nepc, LLCplan years
- Crescent Capitalplan years
- Radical Ventures Growth Fund I, L.Pplan years 2025
+12 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 Loomis Sayles Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Nexus Capital Management, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Radical Ventures Growth Fund I, L.Paskebsa.dol.gov
- Apr 1, 2024Funded status changed3 pointsaskebsa.dol.gov
+9 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 Mar 31, 2025 | Nepc Diversified Credit Citcollective trust | Nepc, LLC | Private credit | $75.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Nepc Emerging Markets Equity Citcollective trust | Nepc, LLC | Public equity | $97.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Nepc Global Equity Citcollective trust | Nepc, LLC | Public equity | $417M held | Disclosed holding | askebsa.dol.gov |
+13 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 Mar 31, 2025 | 14,314 | Not disclosed | Not disclosed | n/a | $4.0B | $2.5B | Not disclosed | $208M |
| 2023 to Mar 31, 2024 | 14,160 | Not disclosed | Not disclosed | n/a | $3.9B | $2.4B | Not disclosed | $199M |
| 2022 to Mar 31, 2023 | 14,024 | Not disclosed | Not disclosed | n/a | $3.7B | $2.0B | Not disclosed | $207M |
- Groom Law Group, Chartered codes 29 50 $4.2M PY2024
- AON Consulting, Inc. codes 11 16 50 $1.8M PY2024
- Nepc, LLC codes 27 51 $1.6M PY2024
+297 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 26 traced paths of capital across the graphs.
DFX traced 26 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 started2024-03-31source
- Holding in a pooled vehicle started2024-03-31source
- Holding in a pooled vehicle started2024-03-31source
+11 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
+27 connections on the graph
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