This allocator's name, 2 more commitments and 1 more dated event
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 Maryland
Taft-Hartley plan, based in Sparks, Maryland, reporting $1.4B in assets, for 39,701 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $1.4B
- Fund commitments
- 3
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Ryan Alm, Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 500 Index Fund2 commitments
- Earnest Partners Smid Cap Core Fd C2 commitments
- QVM Large Cap Value Cit Instl Class1 commitment
- Northern Trust Investments, Inc.2 commitments
- Earnest Partners2 commitments
- Atalanta Sosnoff1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.3%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (preferred) 81.9%
- U.S. Government securities 4.3%
- Other investments 0.1%
- Partnership/joint venture interests 1.2%
- Common/collective trusts 3.1%
- Registered investment companies 1.2%
- Ryan Alm, Inc. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Northern Trust Investments, Inc.2 rows, latest Dec 31, 2024
- Earnest Partners2 rows, latest Dec 31, 2024
- Atalanta Sosnoff1 row, latest Dec 31, 2023
- Earnest Partnersplan years
- Atalanta Sosnoffplan years
- Loomis Saylesplan years 2024
+4 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.
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Consultant changedinferencewith Ryan Alm, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Chartwell Investment Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith International Real Estate Corporatiaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $17.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Earnest Partners Smid Cap Core Fd Ccollective trust | Earnest Partners | Pooled vehicles | $19.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Earnest Partners Smid Cap Core Fd Ccollective trust | Earnest Partners | Pooled vehicles | $12.6M held | Disclosed holding | askebsa.dol.gov |
+2 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 | 39,701 | Not disclosed | Not disclosed | n/a | $1.4B | $17.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 42,869 | Not disclosed | Not disclosed | n/a | $1.4B | $8.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 43,728 | Not disclosed | Not disclosed | n/a | $1.4B | $9.3M | Not disclosed | Not disclosed |
- Associated Administrators, LLC codes 13 50 $3.2M PY2024
- Loomis Sayles & Company, LP codes 28 51 $927,818 PY2024
- Investment Performance Services codes 27 50 $286,008 PY2024
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: funded ratio.
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Holding in a pooled vehicle ended2024-12-31source
- Manager relationship started2023-12-31source
- Consultant changed2024-12-31source
+3 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
+10 connections on the graph
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