This allocator's name, 3 more advisers, 4 more managers, 15 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Nevada
Taft-Hartley plan, based in LAS Vegas, Nevada, reporting $242M in assets, for 5,987 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $242M
- Funded ratio
- 83.0%
- Fund commitments
- 7
- Managers
- 1
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- Mackay Shields Collective Investmen3 commitments
- Panagora Group Trust Risk Parity3 commitments
- PRU Emerg Mkts Blend Debt Fund3 commitments
- Mackay Shields3 commitments
- Panagora Investment Manager3 commitments
- Prudential Trust Co.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 0.0%
- Partnership/joint venture interests 16.2%
- 103-12 investment entities 8.8%
- Common/collective trusts 12.0%
- Pooled separate accounts 2.8%
- Registered investment companies 58.6%
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Midwest Institutional Trust Company Custodianthrough Dec 31, 2024 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shields3 rows, latest Dec 31, 2024
- Panagora Investment Manager3 rows, latest Dec 31, 2024
- Prudential Trust Co.3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shieldsplan years
- Panagora Asset Management, Inc.plan years 2022
- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith Panagora Asset Management, Inc.askebsa.dol.gov
- Jan 1, 2024Assets changed$22.5Maskebsa.dol.gov
- Dec 31, 2023Assets changed$22.4Maskebsa.dol.gov
+1 more dated event
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 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Panagora Group Trust Risk Parity103 12 ie | Panagora Investment Manager | Hedge / diversifiers | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU Emerg Mkts Blend Debt Fundcollective trust | Prudential Trust Co. | Private credit | $12.6M 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.
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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 | 5,987 | Not disclosed | Not disclosed | n/a | $242M | $39.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,458 | Not disclosed | Not disclosed | n/a | $227M | $36.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,238 | Not disclosed | Not disclosed | n/a | $205M | $29.1M | Not disclosed | Not disclosed |
- Rubinbrown, LLP codes 10 $220,288 PY2024
- Zenith American Solutions, Inc. codes 13 $210,485 PY2024
- Verus Advisory, Inc. codes 27 $147,000 PY2024
+54 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 ended2024-12-31source
- Manager relationship ended2024-12-31source
+3 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
+9 connections on the graph
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