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
S••••••• C• I••• P•••••• P•••
Taft-Hartley planWallingford, CT
Assets
$57.9M
Total assets, Dec 31, 2024 reported
Funded
65.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: B•••• o• T••••••••• C• I••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 10.6%
- Non-interest-bearing cash 2.6%
- Other investments 1.3%
- Partnership/joint venture interests 2.6%
- Common/collective trusts 0.0%
- Registered investment companies 81.4%
Consultants and advisers
5 firms
- M••••• S•••••• S•••• B••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C••• R•• Pension consultantthrough Dec 31, 2022 Form 5500
- S•••••• A••••• S••••••••• L•• Actuarythrough Dec 31, 2024 Form 5500
- C••• R••••••••• P••• A••••••• S••••••• Actuarythrough Dec 31, 2022 Form 5500
- Z••••• A••••••• S•••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- S•••• M•••• A•••••••plan years 2024
- H••••••• L•••plan years 2022
- G•• G•••••••• L•••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 | L••••••• U•••• C••••••••• L••• i•collective trust | Amalgamated Bank | Private credit | $6,868 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | L••••••• U•••• C••••••••• L••• i•collective trust | Amalgamated Bank | Private credit | $3,524 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | L••••••• U•••• C••••••••• L••• i•collective trust | Amalgamated Bank | Private credit | $9,894 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$63,846 (2023-12) · $73,114 (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 | 999 | n/a | n/a | n/a | $57.9M | $1.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,012 | n/a | n/a | n/a | $54.2M | $1.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,014 | n/a | n/a | n/a | $50.3M | $2.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- R. Cheverie & Assoc codes 29 50 $51,714 PY2024
- Z••••• A••••••• S•••••••• codes 11 50 $47,696 PY2024
- C••• Retirement P••• Services codes 17 50 $39,800 PY2024
- S•••••• A••••• S••••••••• L•• codes 11 50 $34,000 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 27 50 72 $33,802 PY2024
- G•••••••• Capital Management, LP codes 28 51 52 $20,782 PY2024
- Novak Francella LLC codes 10 50 $18,078 PY2024
- S•••• M•••• A•••••••, Inc. codes 28 51 $5,318 PY2024
- H••••••• L••• Advisors, LLC codes 28 52 PY2024
- L••••••• U•••• C••••••••• L••• Fd Sched. D C $6,868 PY2024
- C••• Retirement P••• Services codes 11 PY2024
- Z••••• A••••••• S•••••••• codes 11 50 $69,547 PY2023
- R. Cheverie & Assoc codes 29 50 $50,000 PY2023
- C••• Retirement P••• Services codes 17 50 $40,700 PY2023
- M••••• S•••••• S•••• B••••• LLC codes 27 50 72 $32,641 PY2023
- Novak Francella LLC codes 10 50 $20,366 PY2023
- H••••••• L••• Advisors, LLC codes 28 51 52 $15,681 PY2023
- G•••••••• Capital Management, LP codes 28 51 52 $8,173 PY2023
- L••••••• U•••• C••••••••• L••• Fu Sched. D C $3,524 PY2023
- C••• Retirement P••• Services codes 11 PY2023
- Z••••• A••••••• S•••••••• codes 11 50 $67,038 PY2022
- R. Cheverie & Assoc codes 29 50 $50,676 PY2022
- C••• Retirement P••• Services codes 17 50 $42,800 PY2022
- M••••• S•••••• S•••• B••••• LLC codes 27 50 72 $34,600 PY2022
- G•••••••• Capital Management, LP codes 28 51 52 $21,383 PY2022
- Novak Francella LLC codes 10 50 $19,901 PY2022
- H••••••• L••• Advisors, LLC codes 28 51 52 $16,669 PY2022
- L••••••• U•••• 1 C••••••••• L••• Sched. D C $9,894 PY2022
- C••• Retirement P••• Services codes 11 PY2022
What changed
3 events
- Dec 31, 2024Manager relationship startedS•••• M•••• A•••••••, Inc. appears on S••••••• C• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S•••• M•••• A•••••••askebsa.dol.gov
- Jan 1, 2024Funded status changedS••••••• C• I••• P•••••• P••• funded ratio 63.3% -> 65.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedS••••••• C• I••• P•••••• P••• plan assets $59M -> $50M (-15.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060969878-001
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.