DFX Intelligence

This allocator's name, 2 more advisers 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 Ohio

Taft-Hartley plan· Massillon, Ohio

Taft-Hartley plan, based in Massillon, Ohio, reporting $80.5M in assets, for 1,656 participants.

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

As of 2024-05-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $80.5M
Funded ratio: 52.5%

Open searches Allocation policy

As of 2024-05-01 · 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: 1 May 2024, Funded status changed.

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

Taft-Hartley plan

Assets

$80.5M

Total assets, Apr 30, 2025 reported

Funded

52.5%

May 1, 2024

Private markets target

no policy read

policy Apr 30, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Apr 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.6%
Non-interest-bearing cash 1.0%
Corporate debt instruments (other) 11.3%
U.S. Government securities 11.7%
Partnership/joint venture interests 32.3%
Registered investment companies 22.1%
Common stock 18.9%

Consultants and advisers

5 firms

Newport Trust Company Investment adviser (plan)through Apr 30, 2023 Form 5500
Hamlin Capital Management, LLC Investment adviser (plan)through Apr 30, 2023 Form 5500
Reinhart Partners, Inc. Investment adviser (plan)through Apr 30, 2023 Form 5500

+2 more consultants and advisers advise this allocator

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

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

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)

Hamlin Capital Management, LLCplan years 2024
Newport Trust Companyplan years 2024
Boyd Watterson Asset Managementplan years 2024

+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

6 events

May 1, 2024Funded status changed
8 pointsaskebsa.dol.gov
May 1, 2024Assets changed
$6.9Maskebsa.dol.gov
Dec 31, 2023Manager relationship endedinference
with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Hamlin Capital Management, LLCaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Newport Trust Companyaskebsa.dol.gov

+1 more dated event

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

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

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

$80.5M Apr 30, 2025 reported Form 5500

$80.3M (2024-04) · $78.6M (2023-04)

Plan assets

$53.3M May 1, 2024 reported Form 5500

$46.4M (2023-05) · $44.1M (2022-05)

Net assets

$80.4M Apr 30, 2025 reported Form 5500

$80.0M (2024-04) · $78.4M (2023-04)

Funded ratio

52.5% May 1, 2024 reported Form 5500

44.4% (2023-05) · 52.6% (2022-05)

Participants

1,656 May 1, 2024 reported Form 5500

1,646 (2023-05) · 1,590 (2022-05)

Contributions

$4.1M Apr 30, 2025 reported Form 5500

$4.0M (2024-04) · $4.0M (2023-04)

Benefits paid

$7.1M Apr 30, 2025 reported Form 5500

$7.1M (2024-04) · $9.1M (2023-04)

Net investment income

$381,162 Apr 30, 2025 reported Form 5500

$1.6M (2024-04) · $34.4M (2023-04)

Investment management fees

$252,450 Apr 30, 2025 reported Form 5500

$157,013 (2024-04) · $201,900 (2023-04)

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 Apr 30, 2025	1,656	Not disclosed	Not disclosed	n/a	$80.5M	$26.0M	Not disclosed	Not disclosed
2023 to Apr 30, 2024	1,646	Not disclosed	Not disclosed	n/a	$80.3M	$26.5M	Not disclosed	Not disclosed
2022 to Apr 30, 2023	1,590	Not disclosed	Not disclosed	n/a	$78.6M	$26.3M	Not disclosed	Not disclosed

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

Benesys, Inc. codes 13 $106,169 PY2024
Milliman codes 11 $101,104 PY2024
Morgan Stanley Smith Barney Hldgs codes 51 $89,447 PY2024

+31 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

6 dated events on the change ledger, latest first

Funded status changed
2023-05-01source
Funded status changed
2024-05-01source
Manager relationship ended
2023-12-31source

+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

+10 connections on the graph

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