This allocator's name, 67 more commitments and 3 more dated events

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Taft-Hartley plan in Wisconsin

Taft-Hartley plan· Fitchburg, Wisconsin

Taft-Hartley plan, based in Fitchburg, Wisconsin, reporting $81.2M in assets, for 1,070 participants.

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

Assets
$81.2M
Funded ratio
93.6%
Fund commitments
27
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Commitments (27)Allocation policy
As of · 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: 30 Apr 2025, Holding started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Wisconsin
Funds committed to
All 27
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$81.2M
Total assets, Apr 30, 2025 reported
Funded
93.6%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
27
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 0.0%
  • Insurance company general account 1.4%
  • Pooled separate accounts 97.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
What changed
8 events

+3 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
70 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Principal Smallcap Sep Acct-R6separate accountPrincipalPooled vehicles$102,979 heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Prin Midcap Sep Acct-Zseparate accountPrincipalPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Prin Govt & Hq Bond Sa-R6separate accountPrincipalFixed income$5,421 heldDisclosed holdingaskebsa.dol.gov

+67 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding
30 readings
Total assets
$81.2M Apr 30, 2025 reported Form 5500
$75.0M (2024-04) · $68.7M (2023-04)
Plan assets
$81.2M May 1, 2024 reported Form 5500
$75.1M (2023-05) · $76.0M (2022-05)
Net assets
$81.1M Apr 30, 2025 reported Form 5500
$75.0M (2024-04) · $68.7M (2023-04)
Funded ratio
93.6% May 1, 2024 reported Form 5500
92.1% (2023-05) · 89.1% (2022-05)
Participants
1,070 May 1, 2024 reported Form 5500
1,095 (2023-05) · 1,063 (2022-05)
Contributions
$4.2M Apr 30, 2025 reported Form 5500
$4.2M (2024-04) · $3.9M (2023-04)
Benefits paid
$5.1M Apr 30, 2025 reported Form 5500
$5.5M (2024-04) · $4.7M (2023-04)
Net investment income
$6.2M Apr 30, 2025 reported Form 5500
$6.3M (2024-04) · $1.5M (2023-04)
Investment management fees
$248,865 Apr 30, 2025 reported Form 5500
$246,865 (2024-04) · $245,761 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20251,070Not disclosedNot disclosedn/a$81.2MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 20241,095Not disclosedNot disclosedn/a$75.0MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 20231,063Not disclosedNot disclosedn/a$68.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Principal Life Insurance Company codes 13 50 64 $216,850 PY2024
  • United Actuarial Services, Inc. codes 11 50 $55,771 PY2024
  • BPA of Wi a Benesys Company codes 15 30 $48,493 PY2024

+92 more service providers

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

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

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

8 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-04-30source
  • Holding in a pooled vehicle started
    2025-04-30source
  • Holding in a pooled vehicle ended
    2025-04-30source

+5 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

+4 connections on the graph

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