This allocator's name, 1 more adviser, 1 more manager, 9 more commitments and 14 more dated events
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Taft-Hartley plan in Missouri
Taft-Hartley plan, based in Kansas City, Missouri, reporting $123M in assets, for 1,374 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $123M
- Funded ratio
- 94.0%
- Fund commitments
- 8
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 May 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- NIS Core Fixed Income2 commitments
- Wash Capital Mortgage Income Fund2 commitments
- National Investment Services3 commitments
- Great Gray Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 1.7%
- Partnership/joint venture interests 7.3%
- Common/collective trusts 25.1%
- Registered investment companies 64.4%
- Strategic Capital Investment Advisors Inc Investment adviser (plan)through May 31, 2025 Form 5500
- Bank of Labor CustodianTrusteethrough May 31, 2025 Form 5500
- Acrisure Actuarythrough May 31, 2024 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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- National Investment Services3 rows, latest May 31, 2025
- Great Gray Trust Company3 rows, latest May 31, 2025
- Washington Capital Management, Inc.3 rows, latest May 31, 2025
+1 more manager received commitments
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- National Investment Servicesplan years 2023
- Dwsplan years 2025
- American Realty Advisorsplan years 2025
+4 more Schedule C managers
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- May 31, 2025Holding started
- May 31, 2025Holding started
- May 31, 2025Holding endedinference
- May 31, 2025Holding endedinference
- May 31, 2025Holding started
+14 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 May 31, 2025 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $852,395 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS Total Absolute Return Fund Qpcollective trust | National Investment Services | Hedge / diversifiers | $2.1M held | Disclosed holding | askebsa.dol.gov |
+9 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 May 31, 2025 | 1,374 | Not disclosed | Not disclosed | n/a | $123M | $9.0M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 1,195 | Not disclosed | Not disclosed | n/a | $112M | $1.6M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 1,179 | Not disclosed | Not disclosed | n/a | $97.3M | $2.2M | Not disclosed | Not disclosed |
- National Investment Services codes 28 $66,643 PY2024
- Issi codes 70 $56,176 PY2024
- Strategic Capital Investment Adviso codes 27 $44,709 PY2024
+51 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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 started2025-05-31source
- Holding in a pooled vehicle started2025-05-31source
- Holding in a pooled vehicle ended2025-05-31source
+16 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
+14 connections on the graph
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