This allocator's name, 3 more advisers, 2 more managers and 20 more commitments
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Taft-Hartley plan in Washington
Taft-Hartley plan, based in Seattle, Washington, reporting $184M in assets, for 6,007 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $184M
- Funded ratio
- 97.5%
- Fund commitments
- 8
- Managers
- 5
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Acwi Ex-Us Superfund3 commitments
- Blackrock Mid Cap Equity Index Fund3 commitments
- Harbourvest Part Viii Cayman Buyout3 commitments
- Harbourvest Partners LP9 commitments
- Blackrock Institutional Trust Company, N.A.6 commitments
- Parametric Portfolio Associates3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Other investments 26.2%
- 103-12 investment entities 20.5%
- Common/collective trusts 21.0%
- Registered investment companies 31.6%
- RV Kuhns & Associates General consultantthrough Dec 31, 2022 Form 5500
- Wells Fargo Bank Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough 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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- Harbourvest Partners LP9 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Company, N.A.6 rows, latest Dec 31, 2024
- Parametric Portfolio Associates3 rows, latest Dec 31, 2024
+2 more managers received commitments
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- Parametric Portfolio Associatesplan years
- MFS Heritage Trust Companyplan years 2022
- Harbourvest Partners LPplan years
+2 more Schedule C managers
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- Jan 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Dec 31, 2023Holding started
- Jan 1, 2023Funded status changeddown 19 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $43.0Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Acwi Ex-Us Superfundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Mid Cap Equity Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harbourvest Part Viii Cayman Buyout103 12 ie | Harbourvest Partners LP | Private equity | $24,129 held | Disclosed holding | askebsa.dol.gov |
+20 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 | 6,007 | Not disclosed | Not disclosed | n/a | $184M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,755 | Not disclosed | Not disclosed | n/a | $181M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,000 | Not disclosed | Not disclosed | n/a | $177M | Not disclosed | Not disclosed | Not disclosed |
- Northwest Administrators, Inc. codes 13 50 $299,319 PY2024
- Milliman, Inc codes 11 50 $85,282 PY2024
- Trucker Huss, Apc codes 29 50 99 $68,077 PY2024
+63 more service providers
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Provenance
This record sits on 11 traced paths of capital across the graphs.
DFX traced 11 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 started2023-12-31source
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
+1 more change 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
+13 connections on the graph
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