This allocator's name, 8 more advisers and 3 more commitments

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Taft-Hartley plan in New Jersey

Taft-Hartley plan· Parsippany, New Jersey

Taft-Hartley plan, based in Parsippany, New Jersey, reporting $66.2M in assets, for 510 participants.

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

Assets
$66.2M
Funded ratio
97.5%
Fund commitments
2
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Commitments (2)Allocation policy
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: 1 Nov 2024, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New Jersey
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$66.2M
Total assets, Oct 31, 2025 reported
Funded
97.5%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
2
none on the tape
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.4%
  • Non-interest-bearing cash 0.2%
  • Common/collective trusts 3.7%
  • Pooled separate accounts 4.6%
  • Registered investment companies 51.6%
  • Common stock 35.5%
Consultants and advisers
11 firms

+8 more consultants and advisers advise this allocator

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

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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
From Schedule C (investment management, code 28)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025BGO Diversified U.S. Pref Fundcollective trustNewtower Trust CompanyHedge / diversifiers$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024BGO Diversified U.S. Pref Fundcollective trustNewtower Trust CompanyHedge / diversifiers$2.5M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

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

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Size and funding
30 readings
Total assets
$66.2M Oct 31, 2025 reported Form 5500
$61.1M (2024-10) · $51.8M (2023-10)
Plan assets
$61.1M Nov 1, 2024 reported Form 5500
$51.8M (2023-11) · $51.5M (2022-11)
Net assets
$66.2M Oct 31, 2025 reported Form 5500
$61.1M (2024-10) · $51.8M (2023-10)
Funded ratio
97.5% Nov 1, 2024 reported Form 5500
98.3% (2023-11) · 98.4% (2022-11)
Participants
510 Nov 1, 2024 reported Form 5500
530 (2023-11) · 561 (2022-11)
Contributions
$2.0M Oct 31, 2025 reported Form 5500
$2.1M (2024-10) · $2.3M (2023-10)
Benefits paid
$4.7M Oct 31, 2025 reported Form 5500
$4.5M (2024-10) · $4.5M (2023-10)
Net investment income
$5.2M Oct 31, 2025 reported Form 5500
$9.2M (2024-10) · $349,444 (2023-10)
Investment management fees
$236,700 Oct 31, 2025 reported Form 5500
$248,206 (2024-10) · $288,399 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 2025510Not disclosedNot disclosedn/a$66.2MNot disclosedNot disclosedNot disclosed
2023 to Oct 31, 2024530Not disclosedNot disclosedn/a$61.1MNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 2023561Not disclosedNot disclosedn/a$51.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+39 more service providers

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

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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: 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.

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

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Record history

2 dated events on the change ledger, latest first
  • Total assets changed
    2024-11-01source
  • Total assets changed
    2024-10-31source

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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+13 connections on the graph

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