DFX Intelligence

This allocator's name, 4 more advisers and 1 more dated event

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 Florida

Taft-Hartley plan· Jacksonville, Florida

Taft-Hartley plan, based in Jacksonville, Florida, reporting $118M in assets, for 1,057 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $118M
Funded ratio: 103.5%

Open searches Allocation policy

As of 2024-10-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Oct 2024, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$118M

Total assets, Sep 30, 2025 reported

Funded

103.5%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.7%
Corporate debt instruments (other) 3.5%
Corporate debt instruments (preferred) 2.3%
U.S. Government securities 18.7%
Other investments 0.0%
Partnership/joint venture interests 4.6%
Registered investment companies 11.1%
Common stock 56.7%

Consultants and advisers

7 firms

Southern PC Technology General consultantthrough Sep 30, 2023 Form 5500
Comprehensive Consulting Solutions General consultantthrough Sep 30, 2023 Form 5500
The Segal Company (southeast) Inc. Actuarythrough Sep 30, 2025 Form 5500

+4 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events

Oct 1, 2024Funded status changed
6 pointsaskebsa.dol.gov
Oct 1, 2024Assets changed
$17.5Maskebsa.dol.gov
Sep 30, 2024Assets changed
$17.6Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Southern PC Technologyaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Comprehensive Consulting Solutionsaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings

Total assets

$118M Sep 30, 2025 reported Form 5500

$110M (2024-09) · $92.2M (2023-09)

Plan assets

$110M Oct 1, 2024 reported Form 5500

$92.1M (2023-10) · $84.3M (2022-10)

Net assets

$118M Sep 30, 2025 reported Form 5500

$110M (2024-09) · $92.1M (2023-09)

Funded ratio

103.5% Oct 1, 2024 reported Form 5500

97.7% (2023-10) · 88.2% (2022-10)

Participants

1,057 Oct 1, 2024 reported Form 5500

1,116 (2023-10) · 1,115 (2022-10)

Contributions

$6.6M Sep 30, 2025 reported Form 5500

$6.4M (2024-09) · $6.1M (2023-09)

Benefits paid

$6.9M Sep 30, 2025 reported Form 5500

$6.6M (2024-09) · $6.2M (2023-09)

Net investment income

$8.4M Sep 30, 2025 reported Form 5500

$17.5M (2024-09) · $7.8M (2023-09)

Investment management fees

$502,048 Sep 30, 2025 reported Form 5500

$440,482 (2024-09) · $387,460 (2023-09)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 30, 2025	1,057	Not disclosed	Not disclosed	n/a	$118M	$5.5M	Not disclosed	Not disclosed
2023 to Sep 30, 2024	1,116	Not disclosed	Not disclosed	n/a	$110M	$5.0M	Not disclosed	Not disclosed
2022 to Sep 30, 2023	1,115	Not disclosed	Not disclosed	n/a	$92.2M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Morgan Stanley codes 15 19 27 28 33 49 50 51 55 64 71 72 99 $467,441 PY2024
The Law Office of Richard K Jones codes 29 50 $86,673 PY2024
Venture Pointe codes 15 50 $66,646 PY2024

+34 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments, managers.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2023-10-01source
Funded status changed
2024-10-01source
Consultant changed
2023-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+8 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.