This allocator's name, 6 more managers and 16 more commitments
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Taft-Hartley plan in Utah
Taft-Hartley plan, based in Salt Lake City, Utah, reporting $162M in assets, for 2,967 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $162M
- Funded ratio
- 83.9%
- Fund commitments
- 10
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 May 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Brandywine Global Investment Manage3 commitments
- Washington Capital Joint Master Tru3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Brandywine Global Investment Mgmt.3 commitments
- Washington Capital Management, Inc.3 commitments
- Ullico Investment Advisors3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 10.6%
- Partnership/joint venture interests 28.9%
- 103-12 investment entities 16.0%
- Common/collective trusts 8.2%
- Registered investment companies 33.9%
- Nepc, LLC Investment adviser (plan)through May 31, 2023 Form 5500
- Rael & Letson Actuarythrough May 31, 2023 Form 5500
- US Bank Custodianthrough May 31, 2023 Form 5500
- Brandywine Global Investment Mgmt.3 rows, latest May 31, 2025
- Washington Capital Management, Inc.3 rows, latest May 31, 2025
- Ullico Investment Advisors3 rows, latest May 31, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Segall Bryant & Hamill LLCplan years 2024
- NCS Group Trust International Fundplan years 2025
- Ullico Investment Advisorsplan years 2024
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- May 31, 2024Holding endedinference
- May 31, 2024Holding endedinference
- May 31, 2024Holding started
- May 31, 2024Holding started
- May 31, 2024Holding endedinference
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Segall Bryant & Hamill Intl Sm Capcollective trust | Segall Bryant & Hamill LLC | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Brandywine Global Investment Manage103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $14.8M held | Disclosed holding | askebsa.dol.gov |
+16 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 May 31, 2025 | 2,967 | Not disclosed | Not disclosed | n/a | $162M | $46.8M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 2,958 | Not disclosed | Not disclosed | n/a | $158M | $46.7M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 2,978 | Not disclosed | Not disclosed | n/a | $151M | $46.3M | Not disclosed | Not disclosed |
- Benesys Administrators codes 15 $268,281 PY2024
- Rael & Letson codes 11 $192,514 PY2024
- NCS Group Trust International Fund codes 51 $98,506 PY2024
+60 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2024-05-31source
- Holding in a pooled vehicle ended2024-05-31source
- Holding in a pooled vehicle started2024-05-31source
+4 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
+13 connections on the graph
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