DFX Intelligence

This allocator's name, 1 more adviser and 5 more dated events

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Taft-Hartley plan in Ohio

Taft-Hartley plan· Boardman, Ohio

Taft-Hartley plan, based in Boardman, Ohio, reporting $79.9M in assets, for 648 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: $79.9M
Funded ratio: 111.4%
Fund commitments: 1
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy Managers

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, Changed investment consultant to Mariner Institutional LLC.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Ohio

Funds committed to

ASB Allegiance Real Estate Fund3 commitments

Managers

ABS Allegiance Real Estate3 commitments

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

Taft-Hartley plan

Assets

$79.9M

Total assets, Dec 31, 2024 reported

Funded

111.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 4.9%
Partnership/joint venture interests 6.2%
Common/collective trusts 2.3%
Registered investment companies 85.8%

Consultants and advisers

4 firms

Mariner Institutional LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
John Hancock Retirement Services Custodianthrough Dec 31, 2024 Form 5500
Huntington National Bank Custodianthrough Dec 31, 2023 Form 5500

+1 more consultant or adviser 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

1 manager on the commitment tape

From the plan’s own commitment disclosures

ABS Allegiance Real Estate3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Boyd Watterson Asset Managementplan years 2024
Fidelity Investmentsplan years 2023
American Realty Advisorsplan years 2022

+3 more Schedule C managers

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

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What changed

10 events

Dec 31, 2024Manager relationship started
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with John Hancock Retirement Servicesaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Mariner Institutional LLCaskebsa.dol.gov
Dec 31, 2024Assets changed
$9.7Maskebsa.dol.gov
Jan 1, 2024Assets changed
$10.3Maskebsa.dol.gov

+5 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	ASB Allegiance Real Estate Fundcollective trust	ABS Allegiance Real Estate	Real estate	$1.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	ASB Allegiance Real Estate Fundcollective trust	ABS Allegiance Real Estate	Real estate	$2.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	ASB Allegiance Real Estate Fundcollective trust	ABS Allegiance Real Estate	Real estate	$2.8M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$79.9M Dec 31, 2024 reported Form 5500

$70.2M (2023-12) · $60.1M (2022-12)

Plan assets

$70.1M Jan 1, 2024 reported Form 5500

$59.8M (2023-01) · $68.0M (2022-01)

Net assets

$79.8M Dec 31, 2024 reported Form 5500

$70.1M (2023-12) · $59.8M (2022-12)

Funded ratio

111.4% Jan 1, 2024 reported Form 5500

109.9% (2023-01) · 104.2% (2022-01)

Participants

648 Jan 1, 2024 reported Form 5500

639 (2023-01) · 618 (2022-01)

Contributions

$5.3M Dec 31, 2024 reported Form 5500

$5.4M (2023-12) · $5.6M (2022-12)

Benefits paid

$3.6M Dec 31, 2024 reported Form 5500

$3.5M (2023-12) · $3.4M (2022-12)

Net investment income

$9.7M Dec 31, 2024 reported Form 5500

$10.3M (2023-12) · -$8.2M (2022-12)

Investment management fees

$28,500 Dec 31, 2024 reported Form 5500

$179,360 (2023-12) · $184,062 (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	648	Not disclosed	Not disclosed	n/a	$79.9M	$5.0M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	639	Not disclosed	Not disclosed	n/a	$70.2M	$2.8M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	618	Not disclosed	Not disclosed	n/a	$60.1M	$3.2M	Not disclosed	Not disclosed

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

Patricia Raffety codes 14 $71,467 PY2024
John Hancock Retirement Services codes 15 19 28 $58,603 PY2024
Yurchyk & Davis Cpa's, Inc. codes 10 $46,540 PY2024

+49 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 29, 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.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

10 dated events on the change ledger, latest first

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

+7 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

+11 connections on the graph

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