This allocator's name, 2 more managers, 10 more commitments and 1 more dated event
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Taft-Hartley plan in Maryland
Taft-Hartley plan, based in Sparks, Maryland, reporting $109M in assets, for 1,044 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $109M
- Funded ratio
- 89.1%
- Fund commitments
- 5
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Earnest Partners Smid Cap Core Fund3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- Multi-Employer Property Trust3 commitments
- Earnest Partners3 commitments
- Johnston Asset Management3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 2.5%
- U.S. Government securities 0.3%
- Other investments 3.2%
- Partnership/joint venture interests 22.3%
- 103-12 investment entities 14.7%
- Common/collective trusts 14.7%
- Pooled separate accounts 2.1%
- Common stock 35.8%
- The Mckeogh Company Actuarythrough Dec 31, 2022 Form 5500
- PNC Bank, National Association Custodianthrough Dec 31, 2022 Form 5500
- Earnest Partners3 rows, latest Dec 31, 2024
- Johnston Asset Management3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
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- Aristotle Pacific Capital, LLCplan years
- Johnston Asset Managementplan years
- Earnest Partnersplan years
+14 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship startedwith Corbin Capital Partners, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith International Real Estate Corporatiaskebsa.dol.gov
- Dec 31, 2024Assets changed$10.2Maskebsa.dol.gov
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Johnston Asset Management | Public equity | $9.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | APC High Yield Bond Fund LP103 12 ie | Aristotle Pacific Capital, LLC | Fixed income | $6.7M held | Disclosed holding | askebsa.dol.gov |
+10 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 Dec 31, 2024 | 1,044 | Not disclosed | Not disclosed | n/a | $109M | $24.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,042 | Not disclosed | Not disclosed | n/a | $98.7M | $22.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,022 | Not disclosed | Not disclosed | n/a | $91.5M | $23.5M | Not disclosed | Not disclosed |
- Dawn Welch codes 30 50 $182,899 PY2024
- Hardman Johnston Global Advisors codes 28 51 $113,661 PY2024
- OLD Glory Asset Management codes 28 51 72 $90,704 PY2024
+74 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source
- Funded status changed2024-01-01source
- Manager relationship started2024-12-31source
+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
+20 connections on the graph
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