DFX Intelligence

This allocator's name, 3 more advisers and 4 more dated events

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 Washington

Taft-Hartley plan· Bothell, Washington

Taft-Hartley plan, based in Bothell, Washington, reporting $140M in assets, for 87,151 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: $140M
Funded ratio: 100.1%
Fund commitments: 2

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

Commitments (2)Allocation policy

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, Total assets changed.

Capital path

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

Taft-Hartley plan in Washington

Funds committed to

PRU Emerging Market Debt Fund2 commitments
CF Panagora Risk Parity Multi-Asset1 commitment

Managers

Prudential Trust Co.2 commitments
Panagora Asset Management, Inc.1 commitment

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

Taft-Hartley plan

Assets

$140M

Total assets, Dec 31, 2024 reported

Funded

100.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.1%
Non-interest-bearing cash 2.9%
Partnership/joint venture interests 13.3%
Common/collective trusts 4.2%
Registered investment companies 77.0%

Consultants and advisers

6 firms

Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
Rael & Letson/cheiron Inc. Actuarythrough Dec 31, 2023 Form 5500
US Bank Trusteethrough Dec 31, 2023 Form 5500

+3 more consultants and advisers 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

Prudential Trust Co.2 rows, latest Dec 31, 2024
Panagora Asset Management, Inc.1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

Prudential Trust Co.plan years 2023

What changed

9 events

Dec 31, 2024Assets changed
$42.3Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 21 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$39.1Maskebsa.dol.gov
Dec 31, 2023Holding started
with Prudential Trust Co.$3.5Maskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Panagora Asset Management, Inc.$4.6Maskebsa.dol.gov

+4 more dated events

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

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

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

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	PRU Emerging Market Debt Fundcollective trust	Prudential Trust Co.	Private credit	$5.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	PRU Emerging Market Debt Fundcollective trust	Prudential Trust Co.	Private credit	$3.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	CF Panagora Risk Parity Multi-Asset103 12 ie	Panagora Asset Management, Inc.	Hedge / diversifiers	$4.6M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$140M Dec 31, 2024 reported Form 5500

$97.9M (2023-12) · $58.7M (2022-12)

Plan assets

$97.8M Jan 1, 2024 reported Form 5500

$58.7M (2023-01) · $17.1M (2022-01)

Net assets

$140M Dec 31, 2024 reported Form 5500

$97.8M (2023-12) · $58.7M (2022-12)

Funded ratio

100.1% Jan 1, 2024 reported Form 5500

120.8% (2023-01) · 91.0% (2022-01)

Participants

87,151 Jan 1, 2024 reported Form 5500

69,397 (2023-01) · 48,135 (2022-01)

Contributions

$40.4M Dec 31, 2024 reported Form 5500

$35.6M (2023-12) · $48.9M (2022-12)

Benefits paid

$1.6M Dec 31, 2024 reported Form 5500

$740,069 (2023-12) · $6,648 (2022-12)

Net investment income

$42.4M Dec 31, 2024 reported Form 5500

$39.1M (2023-12) · $41.6M (2022-12)

Investment management fees

$55,926 Dec 31, 2024 reported Form 5500

$51,896 (2023-12) · $32,896 (2022-12)

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 Dec 31, 2024	87,151	Not disclosed	Not disclosed	n/a	$140M	$18.6M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	69,397	Not disclosed	Not disclosed	n/a	$97.9M	$9.9M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	48,135	Not disclosed	Not disclosed	n/a	$58.7M	$7.7M	Not disclosed	Not disclosed

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

Zenith American Solutions codes 13 50 $1.8M PY2024
Cheiron Inc codes 11 17 50 $463,204 PY2024
Rael & Letson codes 11 17 50 $212,938 PY2024

+38 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

9 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle ended
2023-12-31source
Funded status changed
2023-01-01source

+6 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

+8 connections on the graph

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