This allocator's name, 2 more advisers, 4 more managers, 15 more commitments and 15 more dated events
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 District of Columbia
Taft-Hartley plan, based in Washington, District of Columbia, reporting $267M in assets, for 4,647 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $267M
- Funded ratio
- 120.0%
- Fund commitments
- 9
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Core Bond Fund3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Pgim Real Estate U.S. Debt Fund S.A3 commitments
- JP Morgan Chase3 commitments
- J.P. Morgan Chase3 commitments
- Prudential Insurance Company of Ame3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.8%
- Other investments 2.7%
- Partnership/joint venture interests 5.9%
- 103-12 investment entities 5.1%
- Common/collective trusts 71.8%
- Pooled separate accounts 5.0%
- Registered investment companies 8.1%
- Segal Marco Advisors General consultantthrough Dec 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers 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.
- JP Morgan Chase3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- JP Morgan Chaseplan years
- Invesco Trust Companyplan years
- Blackstoneplan years 2023
+8 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.
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Panagora Asset Management, Inc.askebsa.dol.gov
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Bmcollective trust | Bank of New York Mellon | Pooled vehicles | $138M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Cf Sl Int'l Stock Index Fundcollective trust | Bank of New York Mellon | Public equity | $17.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $25.7M held | Disclosed holding | askebsa.dol.gov |
+15 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,647 | Not disclosed | Not disclosed | n/a | $267M | $15.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,647 | Not disclosed | Not disclosed | n/a | $250M | $15.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,864 | Not disclosed | Not disclosed | n/a | $234M | $11.1M | Not disclosed | Not disclosed |
- International Brotherhood of Teamst codes 15 50 64 $493,565 PY2024
- The Segal Company codes 11 50 $81,902 PY2024
- Novak Francella LLC codes 10 50 $64,150 PY2024
+71 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
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.
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
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+17 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
+17 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.