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This allocator's name

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Taft-Hartley plan in Pennsylvania

Taft-Hartley plan· Carnegie, Pennsylvania

Taft-Hartley plan, based in Carnegie, Pennsylvania, reporting $54.3M in assets, for 596 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $54.3M
Funded ratio: 88.3%

Open searches Allocation policy

As of 2024-12-31 · 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: 31 Dec 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$54.3M

Total assets, Dec 31, 2024 reported

Funded

88.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.4%
Corporate debt instruments (other) 14.5%
U.S. Government securities 19.7%
Registered investment companies 12.7%
Common stock 50.4%

Consultants and advisers

3 firms

Bilkey Katz Investment Consultants Pension consultantthrough Dec 31, 2022 Form 5500
Acrisure Actuarythrough Dec 31, 2023 Form 5500
Cowden Associates Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on Schedule C

From Schedule C (investment management, code 28)

Fiduciary Managementplan years 2022
Twin Capital Managementplan years 2022
Gw&k Investment Management, LLCplan years 2022

+1 more Schedule C manager

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

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

What changed

3 events

Dec 31, 2024Manager relationship endedinference
with Fiduciary Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Twin Capital Managementaskebsa.dol.gov
Jan 1, 2023Assets changed
down $13.5Maskebsa.dol.gov

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

$54.3M Dec 31, 2024 reported Form 5500

$54.3M (2023-12) · $52.0M (2022-12)

Plan assets

$54.3M Jan 1, 2024 reported Form 5500

$52.0M (2023-01) · $65.5M (2022-01)

Net assets

$54.3M Dec 31, 2024 reported Form 5500

$54.3M (2023-12) · $52.0M (2022-12)

Funded ratio

88.3% Jan 1, 2024 reported Form 5500

86.7% (2023-01) · 86.9% (2022-01)

Participants

596 Jan 1, 2024 reported Form 5500

606 (2023-01) · 624 (2022-01)

Contributions

$1.6M Dec 31, 2024 reported Form 5500

$2.4M (2023-12) · $2.2M (2022-12)

Benefits paid

$6.8M Dec 31, 2024 reported Form 5500

$6.8M (2023-12) · $6.9M (2022-12)

Net investment income

-$1,231 Dec 31, 2024 reported Form 5500

$2.3M (2023-12) · -$13.5M (2022-12)

Investment management fees

$263,781 Dec 31, 2024 reported Form 5500

$188,734 (2023-12) · $296,773 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	596	Not disclosed	Not disclosed	n/a	$54.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	606	Not disclosed	Not disclosed	n/a	$54.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	624	Not disclosed	Not disclosed	n/a	$52.0M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

PNC Bank, National Association codes 28 $65,040 PY2024
Cozen O'Connor codes 29 $64,184 PY2024
Twin Capital Management, Inc. codes 28 68 $55,334 PY2024

+26 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

3 dated events on the change ledger, latest first

Manager relationship started
2023-12-31source
Manager relationship ended
2024-12-31source
Total assets changed
2023-01-01source

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

+8 connections on the graph

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