This allocator's name and 2 more advisers

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Taft-Hartley plan in Tennessee

Taft-Hartley plan· Goodletsville, Tennessee

Taft-Hartley plan, based in Goodletsville, Tennessee, for 2,592 participants.

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

Funded ratio
114.9%
Fund commitments
3
Managers
1
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Commitments (3)Allocation policyManagers
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, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Tennessee
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
not established
Total assets, Dec 31, 2023 reported
Funded
114.9%
Jun 1, 2023
Private markets target
no policy read
policy May 31, 2023
Commitments
3
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of May 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 0.8%
  • Partnership/joint venture interests 13.4%
  • Common/collective trusts 74.9%
  • Registered investment companies 9.8%
Consultants and advisers
5 firms

+2 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
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2023Msci Acwi Imi Index Nl Fundcollective trustState Street Global Advisors TrustPooled vehicles$59.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$10.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$7.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$104M (2023-05)
Plan assets
$103M Jun 1, 2023 reported Form 5500
$109M (2022-06)
Net assets
$0 Dec 31, 2023 reported Form 5500
$104M (2023-05)
Funded ratio
114.9% Jun 1, 2023 reported Form 5500
112.0% (2022-06)
Participants
2,592 Jun 1, 2023 reported Form 5500
1,288 (2022-06)
Contributions
$2.6M Dec 31, 2023 reported Form 5500
$4.2M (2023-05)
Benefits paid
$4.5M Dec 31, 2023 reported Form 5500
$8.0M (2023-05)
Net investment income
-$38,455 Dec 31, 2023 reported Form 5500
-$5.1M (2023-05)
Investment management fees
$155,559 Dec 31, 2023 reported Form 5500
$195,499 (2023-05)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20232,592Not disclosedNot disclosedn/a$0$0Not disclosedNot disclosed
2022 to May 31, 20231,288Not disclosedNot disclosedn/a$104M$13.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Southern Benefit Administrators codes 14 36 50 $80,745 PY2023
  • Segal Marco codes 27 50 $48,417 PY2023
  • Blackstone Group codes 28 51 $39,044 PY2023

+24 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.

Not yet on record: assets.

Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-06-01source
  • Manager relationship ended
    2023-12-31source
  • Total assets 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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