DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Taft-Hartley plan
A••••••• W•••••• S••••••• P•••••• F•••
Taft-Hartley planEast S•••••••, NY
Assets
$12.6M
Total assets, Dec 31, 2024 reported
Funded
105.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: A••••••• W•••••• S••••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.3%
- Non-interest-bearing cash 4.0%
- Corporate debt instruments (other) 13.1%
- U.S. Government securities 3.6%
- Registered investment companies 16.3%
- Common stock 59.5%
Consultants and advisers
3 firms
- M•••••• • N••••• A•••••••• L•• General consultantthrough Dec 31, 2022 Form 5500
- B••••• P••••••• N•• I••• Actuarythrough Dec 31, 2022 Form 5500
- B••••• P•••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- N•••••plan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
29 readings
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 | 158 | n/a | n/a | n/a | $12.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 170 | n/a | n/a | n/a | $11.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 157 | n/a | n/a | n/a | $10.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• • N••••• A•••••••• L•• codes 16 28 51 $76,641 PY2024
- B••••• Partners Northeast, Inc. codes 11 50 $35,000 PY2024
- Blitman & King, LLP codes 29 50 $21,214 PY2024
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $20,200 PY2024
- Donna Thomas codes 13 50 $17,317 PY2024
- B••••• P•••••••• I••• codes 11 PY2024
- M•••••• • N••••• A•••••••• L•• codes 16 28 51 $67,603 PY2023
- B••••• Partners Northeast, Inc. codes 11 50 $26,000 PY2023
- Donna Thomas codes 13 50 $25,089 PY2023
- Blitman & King, LLP codes 29 50 $21,855 PY2023
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $18,875 PY2023
- B••••• P•••••••• I••• codes 11 PY2023
- M•••••• • N••••• A•••••••• L•• codes 16 28 51 $61,723 PY2022
- Donna Thomas codes 13 50 $48,756 PY2022
- James S. Sullivan Agency, Inc. codes 22 50 $27,140 PY2022
- B••••• Partners Northeast, Inc. codes 11 50 $26,000 PY2022
- Blitman & King, LLP codes 29 50 $18,174 PY2022
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $17,640 PY2022
- Joseph W. Mccarthy & Associates codes 10 50 $7,808 PY2022
- PCA Technologies Group, Inc. codes 28 51 $6,948 PY2022
- B••••• P•••••••• I••• codes 11 PY2022
What changed
6 events
- Jan 1, 2024Funded status changedA••••••• W•••••• S••••••• P•••••• F••• funded ratio 98.5% -> 105.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedA••••••• W•••••• S••••••• P•••••• F••• plan assets $10M -> $12M (+12.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferencePCA Technologies Group, Inc. no longer appears on A••••••• W•••••• S••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N•••••askebsa.dol.gov
- Dec 31, 2023Assets changedA••••••• W•••••• S••••••• P•••••• F••• total assets $10M -> $12M (+12.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedA••••••• W•••••• S••••••• P•••••• F••• funded ratio 84.5% -> 98.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedA••••••• W•••••• S••••••• P•••••• F••• plan assets $12M -> $10M (-10.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 156022550-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.