This allocator's name

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Taft-Hartley plan in California

Taft-Hartley plan· LOS Angeles, California

Taft-Hartley plan, based in LOS Angeles, California, reporting $3.0M in assets, for 392 participants.

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

Assets
$3.0M
Open searchesAllocation policyConsultants
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 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$3.0M
Total assets, Dec 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 19.3%
  • Registered investment companies 80.6%
Consultants and advisers
3 firms
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
3 events
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
28 readings
Total assets
$3.0M Dec 31, 2025 reported Form 5500
$3.9M (2024-12) · $5.0M (2023-12) · $5.9M (2022-12)
Net assets
$2.9M Dec 31, 2025 reported Form 5500
$3.9M (2024-12) · $4.9M (2023-12) · $5.9M (2022-12)
Participants
392 Jan 1, 2025 reported Form 5500
394 (2024-01) · 398 (2023-01) · 400 (2022-01)
Contributions
$108,719 Dec 31, 2025 reported Form 5500
$108,719 (2024-12) · $108,719 (2023-12) · $97,656 (2022-12)
Benefits paid
$1.3M Dec 31, 2025 reported Form 5500
$1.2M (2024-12) · $1.4M (2023-12) · $1.1M (2022-12)
Net investment income
-$1.0M Dec 31, 2025 reported Form 5500
-$1.0M (2024-12) · -$933,479 (2023-12) · -$2.2M (2022-12)
Investment management fees
$50,000 Dec 31, 2025 reported Form 5500
$40,000 (2024-12) · $32,500 (2023-12) · $30,000 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025392Not disclosedNot disclosedn/a$3.0MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024394Not disclosedNot disclosedn/a$3.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023398Not disclosedNot disclosedn/a$5.0MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022400Not disclosedNot disclosedn/a$5.9MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Benefit Programs Administration codes 14 $61,255 PY2025
  • Verus codes 27 28 51 $50,000 PY2025
  • Schwartz, Steinsapir, Dorhmann LLP codes 29 $19,988 PY2025

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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: funded ratio, fund commitments, managers.

Record history

3 dated events on the change ledger, latest first
  • Total assets changed
    2025-12-31source
  • Total assets changed
    2023-12-31source
  • Total assets changed
    2024-12-31source

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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+4 connections on the graph

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