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
L•••• 1••• A••••••••• P•••••• F•••
Taft-Hartley planWoodbury, NY
Assets
$60.6M
Total assets, Dec 31, 2025 reported
Funded
136.8%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
2
2 managers on Schedule C
Plan sponsor: B•••• o• T••••••• o• L•••• 1••• A••••••••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 7.2%
- Corporate debt instruments (preferred) 1.7%
- U.S. Government securities 14.4%
- Other investments 3.5%
- Common/collective trusts 0.8%
- Registered investment companies 4.0%
- Common stock 67.2%
Consultants and advisers
4 firms
- D•••• A••••••••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- B•••••••• B•••••• T••••••••• General consultantthrough Dec 31, 2025 Form 5500
- F•••• A•••••••• C••••••••• L•• Actuarythrough Dec 31, 2025 Form 5500
- C••••••• B••• Custodianthrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- C••••••• B•••2 rows, latest Dec 31, 2025
From Schedule C (investment management, code 28)
- H••••• C••••• C•••••• M••• L••plan years 2025
- C•• A•••••••plan years 2025
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | C••••••• S••••••••• F•••collective trust | C••••••• B••• | Cash | $491,006 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | C••••••• S••••••••• F•••collective trust | C••••••• B••• | Cash | $380,971 held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$54.3M (2024-12) · $47.4M (2023-12) · $38.9M (2022-12)
Plan assets
$47.3M (2024-01) · $38.8M (2023-01) · $49.3M (2022-01)
Net assets
$54.2M (2024-12) · $47.3M (2023-12) · $38.8M (2022-12)
Funded ratio
133.5% (2024-01) · 131.1% (2023-01) · 133.5% (2022-01)
Contributions
$665,068 (2024-12) · $984,668 (2023-12) · $1.1M (2022-12)
Benefits paid
$1.9M (2024-12) · $1.9M (2023-12) · $1.9M (2022-12)
Net investment income
$6.9M (2024-12) · $8.4M (2023-12) · $-10.4M (2022-12)
Investment management fees
$191,661 (2024-12) · $160,602 (2023-12) · $158,041 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,612 | n/a | n/a | n/a | $60.6M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 1,657 | n/a | n/a | n/a | $54.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,705 | n/a | n/a | n/a | $47.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,749 | n/a | n/a | n/a | $38.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- H••••• C••••• Capital codes 28 51 $170,560 PY2025
- L•••• 1102 Rwdsu codes 49 50 $161,807 PY2025
- L•••• 1102 Retirement Trust codes 49 50 $102,825 PY2025
- Rothman, Rocco, Laruffa, LP codes 29 50 $48,035 PY2025
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $39,500 PY2025
- D•••• A••••••••• codes 27 50 $25,000 PY2025
- Novak Francella, LLC codes 10 50 $23,000 PY2025
- C•• A•••••••, LLC codes 28 51 $10,593 PY2025
- B•••••••• B•••••• T••••••••• codes 16 50 $9,904 PY2025
- C••••••• B••• codes 18 19 49 59 62 72 $7,298 PY2025
- C••••••• S••••••••• F••• Sched. D C $491,006 PY2025
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2025
- L•••• 1102 Rwdsu codes 49 50 $189,314 PY2024
- H••••• C••••• Capital codes 28 51 $153,326 PY2024
- L•••• 1102 Retirement Trust codes 49 50 $97,377 PY2024
- Rothman, Rocco, Laruffa, LP codes 29 50 $44,923 PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $39,500 PY2024
- Citrin Cooperman & Company LLP codes 10 50 $25,326 PY2024
- D•••• A••••••••• codes 27 50 $25,000 PY2024
- C•• A•••••••, LLC codes 28 51 $9,503 PY2024
- C••••••• B••• codes 18 19 49 59 62 72 $6,462 PY2024
- C••••••• S••••••••• F••• Sched. D C $380,971 PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2024
- L•••• 1102 Rwdsu codes 49 50 $148,634 PY2023
- H••••• C••••• Capital codes 28 51 $116,951 PY2023
- L•••• 1102 Retirement Trust codes 49 50 $74,189 PY2023
- Rothman, Rocco, Laruffa, LLP codes 29 50 $45,001 PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $38,500 PY2023
- D•••• A••••••••• codes 27 50 $25,000 PY2023
- Berdon LLP codes 10 50 $21,495 PY2023
- C.S. Mckee, L.P. codes 28 51 $13,678 PY2023
- C••••••• B••• codes 18 19 49 59 62 72 $4,973 PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2023
- L•••• 1102 Rwdsu codes 49 50 $139,393 PY2022
- H••••• C••••• Capital codes 28 51 $114,409 PY2022
- L•••• 1102 Retirement Trust codes 49 50 $77,225 PY2022
- Rothman, Rocco, Laruffa, LLP codes 29 50 $44,947 PY2022
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $37,789 PY2022
- D•••• A••••••••• codes 27 50 $25,000 PY2022
- Berdon LLP codes 10 50 $23,449 PY2022
- C.S. Mckee, L.P. codes 28 51 $16,309 PY2022
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2022
What changed
10 events
- Dec 31, 2025Consultant changedinferenceB•••••••• B•••••• T••••••••• appears on L•••• 1••• A••••••••• P•••••• F•••'s Schedule C as general consultant (plan year 2025 vs 2024)with B•••••••• B•••••• T•••••••••askebsa.dol.gov
- Dec 31, 2025Assets changedL•••• 1••• A••••••••• P•••••• F••• total assets $54M -> $61M (+11.6%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedL•••• 1••• A••••••••• P•••••• F••• funded ratio 133.5% -> 136.8% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedL•••• 1••• A••••••••• P•••••• F••• plan assets $47M -> $54M (+14.6%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedL•••• 1••• A••••••••• P•••••• F••• total assets $47M -> $54M (+14.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedL•••• 1••• A••••••••• P•••••• F••• funded ratio 131.1% -> 133.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedL•••• 1••• A••••••••• P•••••• F••• plan assets $39M -> $47M (+21.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedL•••• 1••• A••••••••• P•••••• F••• total assets $39M -> $47M (+21.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedL•••• 1••• A••••••••• P•••••• F••• funded ratio 133.5% -> 131.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••• 1••• A••••••••• P•••••• F••• plan assets $49M -> $39M (-21.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116189397-001
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.