DFX Intelligence

This allocator's name, 1 more adviser and 3 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 Pennsylvania

Taft-Hartley plan· Erie, Pennsylvania

Taft-Hartley plan, based in Erie, Pennsylvania, reporting $71.9M in assets, for 547 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $71.9M
Funded ratio: 105.1%
Fund commitments: 2

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (2)Allocation policy Consultants

As of 2024-12-31 · 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 2024, Changed investment consultant to Mariner (andco).

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in Pennsylvania

Funds committed to

Multi-Employer Property Trust3 commitments
Employee Real Estate Con Tr Fd II3 commitments

Managers

NEW Tower Trust Company3 commitments
Ameriserve3 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$71.9M

Total assets, Apr 30, 2025 reported

Funded

105.1%

May 1, 2024

Private markets target

no policy read

policy Apr 30, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Apr 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.8%
Non-interest-bearing cash 0.5%
Common/collective trusts 10.6%
Registered investment companies 42.8%
Common stock 44.8%

Consultants and advisers

4 firms

Logan, Mettley & Newcomer Investment adviser (plan)through Apr 30, 2025 Form 5500
Mariner (andco) Investment adviser (plan)through Apr 30, 2023 Form 5500
USI Consulting Group Actuarythrough Apr 30, 2023 Form 5500

+1 more consultant or adviser advise this allocator

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

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape

From the plan’s own commitment disclosures

NEW Tower Trust Company3 rows, latest Apr 30, 2025
Ameriserve3 rows, latest Apr 30, 2025

From Schedule C (investment management, code 28)

Mariner Institutional LLCplan years 2024
Newtower Trust Companyplan years 2023
Federated Equityplan years 2023

What changed

5 events

Dec 31, 2024Consultant changedinference
with Mariner (andco)askebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Logan, Mettley & Newcomeraskebsa.dol.gov
May 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Mariner Institutional LLCaskebsa.dol.gov
May 1, 2023Funded status changed
3 pointsaskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Apr 30, 2025	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$5.9M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2025	Employee Real Estate Con Tr Fd IIcollective trust	Ameriserve	Real estate	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Apr 30, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$6.0M held	Disclosed holding	askebsa.dol.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

30 readings

Total assets

$71.9M Apr 30, 2025 reported Form 5500

$69.0M (2024-04) · $65.2M (2023-04)

Plan assets

$68.9M May 1, 2024 reported Form 5500

$65.2M (2023-05) · $66.7M (2022-05)

Net assets

$71.8M Apr 30, 2025 reported Form 5500

$68.9M (2024-04) · $65.2M (2023-04)

Funded ratio

105.1% May 1, 2024 reported Form 5500

108.1% (2023-05) · 105.5% (2022-05)

Participants

547 May 1, 2024 reported Form 5500

538 (2023-05) · 527 (2022-05)

Contributions

$2.9M Apr 30, 2025 reported Form 5500

$2.7M (2024-04) · $2.6M (2023-04)

Benefits paid

$4.5M Apr 30, 2025 reported Form 5500

$4.2M (2024-04) · $4.2M (2023-04)

Net investment income

$2.9M Apr 30, 2025 reported Form 5500

$3.8M (2024-04) · -$1.5M (2023-04)

Investment management fees

$307,364 Apr 30, 2025 reported Form 5500

$284,208 (2024-04) · $315,971 (2023-04)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Apr 30, 2025	547	Not disclosed	Not disclosed	n/a	$71.9M	Not disclosed	Not disclosed	$0
2023 to Apr 30, 2024	538	Not disclosed	Not disclosed	n/a	$69.0M	Not disclosed	Not disclosed	$0
2022 to Apr 30, 2023	527	Not disclosed	Not disclosed	n/a	$65.2M	Not disclosed	Not disclosed	$0

Service providers and investment entities as filed (Schedule C and D, latest year first)

Manning and Napier, Inc. codes 28 51 $173,987 PY2024
Newtower Trust Company codes 28 52 $53,064 PY2024
Federated Equity codes 28 51 $44,514 PY2024

+32 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 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: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first

Funded status changed
2023-05-01source
Funded status changed
2024-05-01source
Manager relationship started
2023-12-31source

+2 more changes on this record's ledger

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

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

+8 connections on the graph

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