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•••• 7• U••• P•••••• F•••

Taft-Hartley planLong Island City, NY
Assets
$12.7M
Total assets, Dec 31, 2024 reported
Funded
95.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
none on the tape
Plan sponsor: B•••• o• T••••••• L•••• 7• U••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Non-interest-bearing cash 1.5%
  • Other investments 21.7%
  • Common/collective trusts 71.6%
Consultants and advisers
5 firms
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
Commitments
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024B••• M••••• D• S• E••••••• M••••••collective trustB•• M•••••Public equity$706,593 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L• V•••• S••collective trustB•• M•••••Pooled vehicles$549,239 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$1.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024B••••• D• S• M• S••collective trustB•• M•••••Pooled vehicles$993,345 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024N•••••••• B••••• O••• F•••• I••collective trustN•••••••• B••••• T•••• C••••••• N•Fixed income$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$507,660 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• D• S• E••••••• M••••••collective trustB•• M•••••Public equity$658,018 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L• V•••• S••collective trustB•• M•••••Pooled vehicles$561,247 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$852,714 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023B••••• D• S• M• S••collective trustB•• M•••••Pooled vehicles$871,560 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023N•••••••• B••••• O••• F•••• I••collective trustN•••••••• B••••• T•••• C••••••• N•Fixed income$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• I••• S••collective trustB•• M•••••Pooled vehicles$574,792 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••• M••••• D• S• E••••••• M••••••collective trustB•• M•••••Public equity$904,894 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L• G••••• S••collective trustB•• M•••••Pooled vehicles$704,046 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• L• V•••• S••collective trustB•• M•••••Pooled vehicles$590,053 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••••• D• S• M• S••collective trustB•• M•••••Pooled vehicles$747,963 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022B••• M••••• D• S• S•••• I•••• F•••collective trustB•• M•••••Public equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022N•••••••• B••••• S•••••••• M•••••••collective trustN•••••••• B••••• T•••• C••••••• N•Pooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$12.7M Dec 31, 2024 reported Form 5500
$12.1M (2023-12) · $11.1M (2022-12)
Plan assets
$10.7M Jan 1, 2024 reported Form 5500
$10.3M (2023-01) · $12.5M (2022-01)
Net assets
$11.7M Dec 31, 2024 reported Form 5500
$11.2M (2023-12) · $10.3M (2022-12)
Funded ratio
95.1% Jan 1, 2024 reported Form 5500
98.5% (2023-01) · 98.6% (2022-01)
Participants
428 Jan 1, 2024 reported Form 5500
424 (2023-01) · 424 (2022-01)
Contributions
$273,421 Dec 31, 2024 reported Form 5500
$535,537 (2023-12) · $331,356 (2022-12)
Benefits paid
$744,625 Dec 31, 2024 reported Form 5500
$747,860 (2023-12) · $738,579 (2022-12)
Net investment income
$551,259 Dec 31, 2024 reported Form 5500
$914,741 (2023-12) · $-2.2M (2022-12)
Investment management fees
$61,900 Dec 31, 2024 reported Form 5500
$57,984 (2023-12) · $55,352 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024428n/an/an/a$12.7Mn/an/an/a
2023 to Dec 31, 2023424n/an/an/a$12.1Mn/an/an/a
2022 to Dec 31, 2022424n/an/an/a$11.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Holding endedinference
    L•••• 7• U••• P•••••• F••• no longer reports B••••• D• S• I••• S•• (B•• M•••••) (last held $507,660 at 2023-12-31; absent from the 2024-12-31 filing)
    with B•• M•••••askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    L•••• 7• U••• P•••••• F••• funded ratio 98.5% -> 95.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    L•••• 7• U••• P•••••• F••• first reports an interest in N•••••••• B••••• O••• F•••• I•• (N•••••••• B••••• T•••• C••••••• N•): $1M at 2023-12-31
    with N•••••••• B••••• T•••• C••••••• N•askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    L•••• 7• U••• P•••••• F••• no longer reports N•••••••• B••••• S•••••••• M••••••• (N•••••••• B••••• T•••• C••••••• N•) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with N•••••••• B••••• T•••• C••••••• N•askebsa.dol.gov
  • Jan 1, 2023Assets changed
    L•••• 7• U••• P•••••• F••• plan assets $12M -> $10M (-17.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 271247066-001
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.