This allocator's name

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Taft-Hartley plan in Louisiana

Taft-Hartley plan· Kenner, Louisiana

Taft-Hartley plan, based in Kenner, Louisiana, reporting $219,066 in assets, for 230 participants.

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

Assets
$219,066
Open searchesAllocation 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: 30 Jun 2024, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$219,066
Total assets, Jun 30, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 70.5%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
18 readings
Total assets
$219,066 Jun 30, 2025 reported Form 5500
$214,595 (2024-06) · $240,943 (2023-06)
Net assets
-$8.1M Jun 30, 2025 reported Form 5500
-$6.7M (2024-06) · -$5.4M (2023-06)
Participants
230 Jul 1, 2024 reported Form 5500
230 (2023-07) · 254 (2022-07)
Contributions
$0 Jun 30, 2025 reported Form 5500
$0 (2024-06) · $0 (2023-06)
Benefits paid
$726,921 Jun 30, 2025 reported Form 5500
$746,091 (2024-06) · $768,706 (2023-06)
Net investment income
-$1.4M Jun 30, 2025 reported Form 5500
-$1.4M (2024-06) · -$1.2M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025230Not disclosedNot disclosedn/a$219,066Not disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024230Not disclosedNot disclosedn/a$214,595Not disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023254Not disclosedNot disclosedn/a$240,943Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Employee codes 14 30 50 $62,490 PY2024
  • Needles & Associates, LLC codes 10 50 $14,619 PY2024
  • Robein Urann Spencer Et Al codes 29 50 $9,210 PY2024

+7 more service providers

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

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

Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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: funded ratio, fund commitments, managers.

Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2024-06-30source

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

+2 connections on the graph

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