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.
Taft-Hartley plan
Employee Pension Benefit Plan Local 640 Iatse
Taft-Hartley planNEW York, NY
Assets
$141,204
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Employee Pension Benefit Plan Local 640 I.A.T.S.E.
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 99.4%
Consultants and advisers
3 firms
- Larry Magarik Named fiduciarythrough Jun 30, 2025 Form 5500
- USI Consulting Group Actuarythrough Jun 30, 2023 Form 5500
- Larry Magarik, Esq Named fiduciarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
20 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 Jun 30, 2025 | 123 | n/a | n/a | n/a | $141,204 | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 129 | n/a | n/a | n/a | $124,922 | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 136 | n/a | n/a | n/a | $144,807 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- USI Consulting codes 11 14 50 $35,527 PY2024
- Larry Magarik codes 31 50 $24,840 PY2024
- Novak Francella, LLC codes 10 50 $13,000 PY2024
- USI Consulting codes 11 14 50 $39,799 PY2023
- Larry Magarik, Esq. codes 31 50 $15,230 PY2023
- Novak Francella, LLC codes 10 50 $13,000 PY2023
- USI Consulting codes 11 14 50 $72,018 PY2022
- Larry Magarik, Esq. codes 31 50 $36,400 PY2022
- Archer, Byington, Glennon & Levine codes 29 50 $23,209 PY2022
- Berdon LLP codes 10 50 $13,000 PY2022
What changed
2 events
- Jun 30, 2025Assets changedEmployee Pension Benefit Plan Local 640 Iatse total assets $124,922 -> $141,204 (+13.0%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Assets changedEmployee Pension Benefit Plan Local 640 Iatse total assets $144,807 -> $124,922 (-13.7%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116009100-001
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.