This allocator's name, 4 more advisers, 1 more manager, 12 more commitments and 9 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.
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Taft-Hartley plan in Wisconsin
Taft-Hartley plan, based in EAU Claire, Wisconsin, reporting $1.8B in assets, for 17,877 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.8B
- Funded ratio
- 92.5%
- Fund commitments
- 6
- Managers
- 6
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to LEE Jost & Associates.
Capital path
who backs this record, through what, into what; each name opens its own path- Invesco Balanced-Risk Allocation Tr3 commitments
- Wtc-Ctf International Opportunities3 commitments
- Nhit World Credit Asset Trust3 commitments
- Invesco Trust Company5 commitments
- Northern Trust Investments, Inc.4 commitments
- Wellington3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 2.4%
- Corporate debt instruments (preferred) 0.9%
- U.S. Government securities 6.4%
- Other investments 3.9%
- Partnership/joint venture interests 24.8%
- Common/collective trusts 39.7%
- Registered investment companies 1.9%
- Common stock 17.9%
- Real estate (other than employer real property) 0.0%
- Benesys, Inc. Pension consultantActuarythrough Dec 31, 2024 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- LEE Jost & Associates Pension consultantthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Invesco Trust Company5 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2024
- Wellington3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Invesco Trust Companyplan years 2022
- Mesirowplan years 2024
- Northern Trust Co.plan years 2022, 2024
+20 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith LEE Jost & Associatesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Mesirowaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Proxyvote Plus, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith U.S. Real Estate Investment Fund, Laskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Benesys, Inc.askebsa.dol.gov
+9 more dated events
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 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $34.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | UBC Russell 3000 Index Trustcollective trust | Invesco Trust Company | Pooled vehicles | $281M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf International Opportunitiescollective trust | Wellington | Pooled vehicles | $212M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 17,877 | Not disclosed | Not disclosed | n/a | $1.8B | $453M | Not disclosed | $312,648 |
| 2023 to Dec 31, 2023 | 18,425 | Not disclosed | Not disclosed | n/a | $1.7B | $455M | Not disclosed | $312,648 |
| 2022 to Dec 31, 2022 | 18,802 | Not disclosed | Not disclosed | n/a | $1.6B | $469M | Not disclosed | $153,700 |
- Wellington Trust codes 28 51 $1.2M PY2024
- Wilson Mcshane Corporation codes 13 50 $890,650 PY2024
- RBC Global Asset Management codes 28 51 $801,657 PY2024
+119 more service providers
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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 ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Funded status changed2023-01-01source
+11 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
+34 connections on the graph
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