This allocator's name and 6 more advisers

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Taft-Hartley plan in New Mexico

Taft-Hartley plan· Albuquerque, New Mexico

Taft-Hartley plan, based in Albuquerque, New Mexico, reporting $12.5M in assets, for 504 participants.

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

Assets
$12.5M
Funded ratio
143.6%
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: 31 Dec 2023, Changed investment consultant to BAA Capital Advisors, Inc.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$12.5M
Total assets, Sep 30, 2024 reported
Funded
143.6%
Oct 1, 2023
Private markets target
no policy read
policy Sep 30, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.9%
  • Non-interest-bearing cash 0.7%
  • Corporate debt instruments (other) 13.9%
  • U.S. Government securities 11.9%
  • Common stock 67.9%
Consultants and advisers
9 firms

+6 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
3 events
  • Dec 31, 2023Consultant changedinference
    with BAA Capital Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with Kayne Anderson Investmentsaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    9 pointsaskebsa.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
20 readings
Total assets
$12.5M Sep 30, 2024 reported Form 5500
$12.2M (2023-09)
Plan assets
$2.4M Oct 1, 2023 reported Form 5500
$2.2M (2022-10)
Net assets
$12.5M Sep 30, 2024 reported Form 5500
$12.2M (2023-09)
Funded ratio
143.6% Oct 1, 2023 reported Form 5500
134.4% (2022-10)
Participants
504 Oct 1, 2023 reported Form 5500
346 (2022-10)
Contributions
$509,884 Sep 30, 2024 reported Form 5500
$437,691 (2023-09)
Benefits paid
$2.4M Sep 30, 2024 reported Form 5500
$718,067 (2023-09)
Net investment income
$366,440 Sep 30, 2024 reported Form 5500
$1.1M (2023-09)
Investment management fees
$59,613 Sep 30, 2024 reported Form 5500
$69,749 (2023-09)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Sep 30, 2024504Not disclosedNot disclosedn/a$12.5MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023346Not disclosedNot disclosedn/a$12.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+21 more service providers

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

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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: fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-10-01source
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source

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

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+10 connections on the graph

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