This allocator's name and 1 more adviser

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Taft-Hartley plan in Vermont

Taft-Hartley plan· South Burlington, Vermont

Taft-Hartley plan, based in South Burlington, Vermont, reporting $31.4M in assets, for 436 participants.

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

Assets
$31.4M
Funded ratio
80.5%
Fund commitments
2
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (2)Allocation policyManagers
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: 31 Dec 2023, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Vermont
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$31.4M
Plan assets, May 1, 2023 reported
Funded
80.5%
May 1, 2023
Private markets target
no policy read
policy Apr 30, 2023
Commitments
2
1 manager on Schedule C
Allocation policy
Form 5500, as of Apr 30, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Corporate debt instruments (other) 1.8%
  • U.S. Government securities 1.5%
  • Other investments 0.2%
  • Partnership/joint venture interests 47.6%
  • 103-12 investment entities 11.8%
  • Common/collective trusts 11.2%
  • Common stock 21.9%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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

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

What changed
4 events
  • Dec 31, 2023Manager relationship endedinference
    with International Real Estate Corporatiaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Segall Bryant & Hamill LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Post Advisory Groupaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Boyd Watterson Asset Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2023Alger Collective Trustcollective trustSEI Trust CompanyPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Hardman Johnston Int'l Equity Group103 12 ieHardman Johnston Global AdvisorsPublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$31.4M Apr 30, 2023 reported Form 5500
Plan assets
$31.4M May 1, 2023 reported Form 5500
$33.1M (2022-05)
Net assets
$31.4M Apr 30, 2023 reported Form 5500
Funded ratio
80.5% May 1, 2023 reported Form 5500
81.9% (2022-05)
Participants
436 May 1, 2023 reported Form 5500
426 (2022-05)
Contributions
$863,643 Dec 31, 2023 reported Form 5500
$1.5M (2023-04)
Benefits paid
$1.9M Dec 31, 2023 reported Form 5500
$3.2M (2023-04)
Net investment income
-$13.2M Dec 31, 2023 reported Form 5500
-$1.8M (2023-04)
Investment management fees
$74,564 Dec 31, 2023 reported Form 5500
$238,976 (2023-04)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023436Not disclosedNot disclosedn/aNot disclosedNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023426Not disclosedNot disclosedn/a$31.4M$14.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 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 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.
Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

4 dated events on the change ledger, latest first
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+1 more change 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

+12 connections on the graph

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

Ask DFX