This allocator's name and 2 more advisers

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· MT. Laurel, New Jersey

Taft-Hartley plan, based in MT. Laurel, New Jersey, reporting $1.1M in assets, for 257 participants.

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

Assets
$1.1M
Open searchesAllocation policyConsultants
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 Sep 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$1.1M
Total assets, Sep 30, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 43.1%
  • Insurance company general account 56.7%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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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
4 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
18 readings
Total assets
$1.1M Sep 30, 2025 reported Form 5500
$1.6M (2024-09) · $2.2M (2023-09)
Net assets
$1.0M Sep 30, 2025 reported Form 5500
$1.5M (2024-09) · $2.1M (2023-09)
Participants
257 Oct 1, 2024 reported Form 5500
258 (2023-10) · 266 (2022-10)
Benefits paid
$543,928 Sep 30, 2025 reported Form 5500
$493,736 (2024-09) · $495,862 (2023-09)
Net investment income
-$470,176 Sep 30, 2025 reported Form 5500
-$618,115 (2024-09) · -$525,957 (2023-09)
Investment management fees
$10,000 Sep 30, 2025 reported Form 5500
$10,000 (2024-09) · $18,029 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025257Not disclosedNot disclosedn/a$1.1MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024258Not disclosedNot disclosedn/a$1.6MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023266Not disclosedNot disclosedn/a$2.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cohen, Weiss, and Simon LLP codes 29 50 $114,810 PY2024
  • Larry Magarik codes 25 50 $29,398 PY2024
  • Beacon Administrators & Consultants codes 13 50 $26,759 PY2024

+15 more service providers

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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: funded ratio, fund commitments, managers.

Record history

4 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2024-09-30source

+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

+6 connections on the graph

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