This allocator's name, 1 more adviser, 4 more managers, 18 more commitments and 9 more dated events
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Taft-Hartley plan in Florida
Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $452M in assets, for 4,730 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $452M
- Funded ratio
- 103.1%
- Fund commitments
- 8
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to BHA Consulting.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 500 Index Fund3 commitments
- Jpmcb Core Bond Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Amalgamated Bank5 commitments
- Amalgamated Bank of New York3 commitments
- JP Morgan Chase3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 0.0%
- Insurance company general account 5.6%
- Other investments 0.6%
- Partnership/joint venture interests 8.1%
- Common/collective trusts 52.7%
- Pooled separate accounts 1.9%
- Registered investment companies 4.4%
- Common stock 23.9%
- BHA Consulting General consultantthrough Dec 31, 2023 Form 5500
- Reynolds Consulting Services, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bank5 rows, latest Dec 31, 2024
- Amalgamated Bank of New York3 rows, latest Dec 31, 2024
- JP Morgan Chase3 rows, latest Dec 31, 2024
+4 more managers received commitments
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- Ameriprise Trust Companyplan years
- Amalgamated Bankplan years 2022
- JP Morgan Chaseplan years
+17 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Legg Mason & Co LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Constitution Capital Partners, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith BHA Consultingaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Franklin Templeton Private Port GPaskebsa.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 Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $32.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Columbia Trust Strategic Income Fdcollective trust | Ameriprise Trust Company | Fixed income | $27.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $65.5M held | Disclosed holding | askebsa.dol.gov |
+18 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 | 4,730 | Not disclosed | Not disclosed | n/a | $452M | $36.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,619 | Not disclosed | Not disclosed | n/a | $416M | $22.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,494 | Not disclosed | Not disclosed | n/a | $385M | $16.0M | Not disclosed | Not disclosed |
- Crescent Capital Group LP codes 28 51 $1.4M PY2024
- Confluence Investment Management codes 28 51 $190,934 PY2024
- Constitution Capital Partners LLC codes 28 51 $187,321 PY2024
+86 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Funded status changed2023-01-01source
+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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