This allocator's name and 6 more commitments

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· West Trenton, New Jersey

Taft-Hartley plan, based in West Trenton, New Jersey, reporting $208M in assets, for 1,699 participants.

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

Assets
$208M
Funded ratio
96.1%
Fund commitments
3
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Commitments (3)Allocation policy
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 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New Jersey
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$208M
Total assets, Apr 30, 2025 reported
Funded
96.1%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
3
none on the tape
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Corporate debt instruments (other) 14.6%
  • U.S. Government securities 18.5%
  • Partnership/joint venture interests 15.5%
  • Common/collective trusts 9.4%
  • Pooled separate accounts 5.4%
  • Registered investment companies 15.4%
  • Common stock 17.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+9 more Schedule C managers

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

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What changed
4 events
  • Dec 31, 2024Manager relationship endedinference
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • May 1, 2024Funded status changed
    4 pointsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with WCM Investment Management, LLCaskebsa.dol.gov
  • May 1, 2023Funded status changed
    down 2 pointsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025NT Collective Eafe Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025NT Collective Russell 1000 Gr in Fdcollective trustNorthern Trust Investments, Inc.Pooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov

+6 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding
30 readings
Total assets
$208M Apr 30, 2025 reported Form 5500
$199M (2024-04) · $188M (2023-04)
Plan assets
$199M May 1, 2024 reported Form 5500
$188M (2023-05) · $191M (2022-05)
Net assets
$208M Apr 30, 2025 reported Form 5500
$199M (2024-04) · $188M (2023-04)
Funded ratio
96.1% May 1, 2024 reported Form 5500
92.5% (2023-05) · 94.9% (2022-05)
Participants
1,699 May 1, 2024 reported Form 5500
1,727 (2023-05) · 1,748 (2022-05)
Contributions
$8.9M Apr 30, 2025 reported Form 5500
$8.9M (2024-04) · $8.4M (2023-04)
Benefits paid
$14.2M Apr 30, 2025 reported Form 5500
$14.1M (2024-04) · $13.4M (2023-04)
Net investment income
$9.0M Apr 30, 2025 reported Form 5500
$10.4M (2024-04) · -$2.7M (2023-04)
Investment management fees
$776,381 Apr 30, 2025 reported Form 5500
$767,278 (2024-04) · $421,903 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20251,699Not disclosedNot disclosedn/a$208M$32.3MNot disclosedNot disclosed
2023 to Apr 30, 20241,727Not disclosedNot disclosedn/a$199M$31.7MNot disclosedNot disclosed
2022 to Apr 30, 20231,748Not disclosedNot disclosedn/a$188M$30.1MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+58 more service providers

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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.

Not yet on record: managers.

Record history

4 dated events on the change ledger, latest first
  • Funded status changed
    2023-05-01source
  • Funded status changed
    2024-05-01source
  • Manager relationship started
    2023-12-31source

+1 more change 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

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+15 connections on the graph

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