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 Washington

Taft-Hartley plan· Seattle, Washington

Taft-Hartley plan, based in Seattle, Washington, reporting $99.0M in assets, for 7,153 participants.

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

Assets
$99.0M
Funded ratio
108.9%
Open searchesAllocation 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, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$99.0M
Total assets, Apr 30, 2025 reported
Funded
108.9%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.3%
  • Registered investment companies 97.9%
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
No manager relationship is on the tape for this allocator.
What changed
5 events
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
$99.0M Apr 30, 2025 reported Form 5500
$87.1M (2024-04) · $78.1M (2023-04)
Plan assets
$87.0M May 1, 2024 reported Form 5500
$78.0M (2023-05) · $74.2M (2022-05)
Net assets
$99.0M Apr 30, 2025 reported Form 5500
$87.0M (2024-04) · $78.0M (2023-04)
Funded ratio
108.9% May 1, 2024 reported Form 5500
103.1% (2023-05) · 82.9% (2022-05)
Participants
7,153 May 1, 2024 reported Form 5500
7,071 (2023-05) · 7,006 (2022-05)
Contributions
$8.1M Apr 30, 2025 reported Form 5500
$8.1M (2024-04) · $8.1M (2023-04)
Benefits paid
$4.0M Apr 30, 2025 reported Form 5500
$3.7M (2024-04) · $3.5M (2023-04)
Net investment income
$11.9M Apr 30, 2025 reported Form 5500
$9.0M (2024-04) · $3.8M (2023-04)
Investment management fees
$51,272 Apr 30, 2025 reported Form 5500
$44,226 (2024-04) · $61,489 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20257,153Not disclosedNot disclosedn/a$99.0MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 20247,071Not disclosedNot disclosedn/a$87.1MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 20237,006Not disclosedNot disclosedn/a$78.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Northwest Administrators, Inc. codes 13 50 $357,977 PY2024
  • Withumsmith+brown, PC codes 10 50 $136,499 PY2024
  • Mondress Monaco Parr Lockwood PLLC codes 29 50 $97,811 PY2024

+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 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

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-05-01source
  • Funded status changed
    2024-05-01source
  • Total assets changed
    2024-05-01source

+2 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

+5 connections on the graph

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

Ask DFX