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
T•••••••• L•••• 2•• A••••••••• P•••••• T•••• F•••
Taft-Hartley planNEW York, NY
Assets
$155M
Total assets, Dec 31, 2024 reported
Funded
59.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: B•••• o• T••••••• T•••••••• L•••• 2•• A••••••••• P•••••• T•••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 7.2%
- U.S. Government securities 12.6%
- Pooled separate accounts 8.7%
- Registered investment companies 52.3%
- Common stock 15.0%
Consultants and advisers
4 firms
- I••••••••• C••••••••• S•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M•• B••• Custodianthrough Dec 31, 2022 Form 5500
- H•••••• A•••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- S•••••• a•• C•••••• Actuarythrough Dec 31, 2022 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
- P••••••••3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- F•• I••••••••• L••plan years 2024
- B••• W•••••••• A•••• M•••••••••plan years 2023
- J•••••• I••••••••• M•••••••••plan years 2022
- B••••• T•••• W••••• C••••••plan years 2022
- Z•••••• C•••••• M••••••••• L••plan years 2022
- R•••••••• A••••••• C•••plan years 2022
Commitments
3 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, 2024 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $20.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | P•••••••• U••• P••••••• S•••separate account | P•••••••• | Real estate | $24.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$267,221 (2023-12) · $277,108 (2022-12)
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 | 7,549 | n/a | n/a | n/a | $155M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 7,588 | n/a | n/a | n/a | $157M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 7,687 | n/a | n/a | n/a | $162M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S•••••• a•• C•••••• Inc codes 11 13 $944,100 PY2024
- Investment C••••••••• Services LLC codes 27 $125,000 PY2024
- B••••• Trust & Investment Managemen codes 28 51 $47,226 PY2024
- Samuel Goldstein & Co., P.C. codes $43,995 PY2024
- M & T Investment Group codes 19 21 65 72 $40,000 PY2024
- Weaver and Tidwell, L.L.P. codes 10 $36,068 PY2024
- F/m Investments, LLC codes 51 $22,162 PY2024
- B••• W•••••••• Asset Mangaement LLC codes 51 $15,288 PY2024
- R•••••••• Advisors Limited Partners codes 51 $8,803 PY2024
- Z•••••• Capital Management LLC codes 28 $6,436 PY2024
- Manning & Russo codes 29 $5,355 PY2024
- Prin U.S. P••••••• Sa-Pg12 Sched. D P $13.5M PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2024
- S•••••• a•• C•••••• Inc codes 11 13 $939,842 PY2023
- Investment C••••••••• Services LLC codes 27 $123,575 PY2023
- Proskauer Rose LLP codes 29 $53,068 PY2023
- Samuel Goldstein & Co., P.C. codes $45,000 PY2023
- B••••• Trust & Investment Managemen codes 28 51 $43,355 PY2023
- M & T Investment Group codes 19 21 65 72 $40,000 PY2023
- Z•••••• Capital Management LLC codes 28 $35,401 PY2023
- B••• W•••••••• Asset Mangaement LLC codes 51 $17,223 PY2023
- Manning & Russo codes 29 $13,025 PY2023
- R•••••••• Advisors Limited Partners codes 51 $7,668 PY2023
- Prin U.S. P••••••• Sa-Pg12 Sched. D P $20.7M PY2023
- S•••••• a•• C••••••, Inc. codes 11 PY2023
- S•••••• a•• C••••••, Inc. codes 11 13 $892,881 PY2022
- Proskauer Rose LLP codes 29 $133,627 PY2022
- Investment C••••••••• Services,llc codes 27 $119,300 PY2022
- Buchbinder Tunick & Co., LLP codes 10 $118,690 PY2022
- J•••••• Investment Counsel, Inc. codes 28 51 $61,380 PY2022
- M•• B••• codes 19 21 65 72 $40,000 PY2022
- H•••••• A•••••••• S•••••••, LLC codes 11 $38,565 PY2022
- B••••• Trust & Investment Managemen codes 28 51 $29,638 PY2022
- Zeigler Capital Management, LLC codes 28 51 $15,846 PY2022
- R•••••••• Advisers Limited Partners codes 51 $7,684 PY2022
- Maxon Administrators, Inc. codes 22 PY2022
- Prin U.S. P••••••• Sa-Pg12 Sched. D P $24.2M PY2022
- S•••••• and Co., Inc. codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedT•••••••• L•••• 2•• A••••••••• P•••••• T•••• F••• funded ratio 62.6% -> 59.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceJ•••••• Investment Counsel, Inc. no longer appears on T•••••••• L•••• 2•• A••••••••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with J•••••• I••••••••• M•••••••••askebsa.dol.gov
- Jan 1, 2023Funded status changedT•••••••• L•••• 2•• A••••••••• P•••••• T•••• F••• funded ratio 75.8% -> 62.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedT•••••••• L•••• 2•• A••••••••• P•••••• T•••• F••• plan assets $192M -> $161M (-16.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 203856052-001
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.