This allocator's name, 4 more advisers, 3 more managers and 18 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Englewood Cliffs, New Jersey, reporting $534M in assets, for 4,586 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $534M
- Funded ratio
- 98.6%
- Fund commitments
- 7
- Managers
- 5
Nothing material in the last 90 days. Last change: 1 Jan 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Ir&m Intermediate Fund LLC3 commitments
- Parametric Defensive Equity Fund3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Parametric Portfolio Associates3 commitments
- Ullico Investment Advisors3 commitments
- Invesco Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.4%
- Partnership/joint venture interests 20.4%
- 103-12 investment entities 24.7%
- Common/collective trusts 12.6%
- Registered investment companies 25.4%
- Common stock 14.3%
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Partners Group USA , Inc Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Parametric Portfolio Associates3 rows, latest Dec 31, 2024
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
- Invesco Trust Company3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Aristotle Pacific Capital, LLCplan years
- Invesco Trust Companyplan years 2022
- Segall Bryant & Hamill LLCplan years
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Jan 1, 2024Assets changed$47.3Maskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Pacific Asset Management LLCaskebsa.dol.gov
- Dec 31, 2023Assets changed$47.0Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 3 pointsaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $52.8Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ir&m Intermediate Fund LLC103 12 ie | Ir&m Intermediate Fund LLC C/o Income Research & Management | Pooled vehicles | $53.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Parametric Defensive Equity Fund103 12 ie | Parametric Portfolio Associates | Public equity | $42.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $12.1M held | Disclosed holding | askebsa.dol.gov |
+18 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 | 4,586 | Not disclosed | Not disclosed | n/a | $534M | $109M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,847 | Not disclosed | Not disclosed | n/a | $488M | $99.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,125 | Not disclosed | Not disclosed | n/a | $441M | $97.0M | Not disclosed | Not disclosed |
- Jpmorgan Chase Bank, N.A. codes 24 27 28 $351,961 PY2024
- Timessquare Capital Management, LLC codes 28 $312,822 PY2024
- Systematic Financial Management, LP codes 28 $282,829 PY2024
+85 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 20 traced paths of capital across the graphs.
DFX traced 20 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
- Funded status changed2023-01-01source
- Manager relationship started2023-12-31source
- Total assets changed2023-01-01source
+2 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
+21 connections on the graph
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