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

R••••••••• P••• o• t•• U•••• H••• I•••••••••

Taft-Hartley planWhite Plains, NY
Assets
$163M
Total assets, Dec 31, 2024 reported
Funded
102.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: B• o• T••••••••• P••• o• t•• U•••• H••• I•••• a•• L•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.7%
  • Corporate debt instruments (other) 6.3%
  • U.S. Government securities 7.8%
  • Other investments 8.7%
  • Common/collective trusts 23.9%
  • Registered investment companies 25.7%
  • Common stock 24.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024A•••••• B••••••• I••••••••• T••••collective trustP•• B•••Pooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024A•••••• H•••••• I••••••••• T••••collective trustB•• M•••••Pooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••• S••••••• 6•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••• L••••••• 5•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••• I••• V•••• E•••••collective trustA••••••••• B••• o• N•• Y•••Public equity$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••• M••••• 4•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L•• G••••• C••• I••••••••• N•collective trustL•••• • G•••••• I•• M••• A••••••Infrastructure$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•••••• B••••••• I••••••••• T••••collective trustP•• B•••Pooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023A•••••• H•••••• I••••••••• T••••collective trustB•• M•••••Pooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••••• S••••••• 6•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••••• L••••••• 5•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$14.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••••• I••• V•••• E•••••collective trustA••••••••• B••• o• N•• Y•••Public equity$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L••••••• M••••• 4•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023L•• G••••• C••• I••••••••• N•collective trustL•••• • G•••••• I•• M••• A••••••Infrastructure$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•••••• B••••••• I••••••••• T••••collective trustP•• B•••Pooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022A•••••• H•••••• I••••••••• T••••collective trustB•• M•••••Pooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••••• S••••••• 6•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••••• L••••••• 5•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$15.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••••• I••• V•••• E•••••collective trustA••••••••• B••• o• N•• Y•••Public equity$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L••••••• M••••• 4•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022L•• G••••• C••• I••••••••• N•collective trustL•••• • G•••••• I•• M••• A••••••Infrastructure$3.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$163M Dec 31, 2024 reported Form 5500
$151M (2023-12) · $138M (2022-12)
Plan assets
$151M Jan 1, 2024 reported Form 5500
$138M (2023-01) · $165M (2022-01)
Net assets
$162M Dec 31, 2024 reported Form 5500
$151M (2023-12) · $138M (2022-12)
Funded ratio
102.6% Jan 1, 2024 reported Form 5500
103.7% (2023-01) · 106.9% (2022-01)
Participants
1,770 Jan 1, 2024 reported Form 5500
1,674 (2023-01) · 1,506 (2022-01)
Contributions
$7.7M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $5.2M (2022-12)
Benefits paid
$9.5M Dec 31, 2024 reported Form 5500
$9.4M (2023-12) · $9.3M (2022-12)
Net investment income
$11.5M Dec 31, 2024 reported Form 5500
$13.2M (2023-12) · $-27.3M (2022-12)
Investment management fees
$382,067 Dec 31, 2024 reported Form 5500
$335,293 (2023-12) · $429,841 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,770n/an/an/a$163Mn/an/an/a
2023 to Dec 31, 20231,674n/an/an/a$151Mn/an/an/a
2022 to Dec 31, 20221,506n/an/an/a$138Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • C•••••• Inc codes 11 50 $111,890 PY2024
  • A••••••••• Employee Benefit Admin codes 13 50 $106,954 PY2024
  • A••••••••• B••• codes 18 19 51 52 $77,011 PY2024
  • M••••• S•••••• S•••• B••••• LLC codes 27 50 72 $75,000 PY2024
  • Macnell Accounting codes 10 50 $58,729 PY2024
  • Mccraken, Stemerman & Holsberry codes 29 50 $41,294 PY2024
  • S•••• codes 11 50 $35,000 PY2024
  • Galinsky Pension & Benefit codes 29 50 $30,432 PY2024
  • SS & C T••••••••• codes 15 PY2024
  • L•••• and G•••••• Msci Acwi Sched. D C $4.0M PY2024
  • AFL Builders Investment Trust Sched. D C $2.9M PY2024
  • A•••••• H•••••• I••••••••• T•••• Sched. D C $4.6M PY2024
  • L••••••• 600 Small Cap Collective F Sched. D C $2.7M PY2024
  • L••••••• L••••••• 500 Sched. D C $13.2M PY2024
  • L••••••• I••• V•••• E••••• Sched. D C $8.4M PY2024
  • L••••••• M••••• 400 Sched. D C $3.1M PY2024
  • C••••••, Inc. codes 11 PY2024
  • C•••••• Inc codes 11 50 $153,743 PY2023
  • M••••• S•••••• S•••• B••••• LLC codes 27 50 72 $125,000 PY2023
  • Mccraken, Stemerman & Holsberry codes 29 50 $110,227 PY2023
  • A••••••••• Employee Benefit Admin codes 13 50 $102,713 PY2023
  • S•••• codes 11 50 $46,193 PY2023
  • Macnell Accounting codes 10 50 $32,276 PY2023
  • Galinsky Pension & Benefit codes 29 50 $27,118 PY2023
  • SS & C T••••••••• codes 15 52 PY2023
  • L•••• and G•••••• Msci Acwi Sched. D C $3.8M PY2023
  • AFL Builders Investment Trust Sched. D C $2.9M PY2023
  • A•••••• H•••••• I••••••••• T•••• Sched. D C $4.5M PY2023
  • L••••••• 600 Small Cap Collective F Sched. D C $2.6M PY2023
  • L••••••• L••••••• 500 Sched. D C $14.7M PY2023
  • L••••••• I••• V•••• E••••• Sched. D C $8.0M PY2023
  • L••••••• M••••• 400 Sched. D C $2.8M PY2023
  • C••••••, Inc. codes 11 PY2023
  • C•••••• Inc codes 11 50 $252,594 PY2022
  • Mccraken, Stemerman & Holsberry codes 29 50 $161,376 PY2022
  • M••••• S•••••• S•••• B••••• LLC codes 27 50 72 $100,000 PY2022
  • A••••••••• Employee Benefit Admin codes 13 50 $99,000 PY2022
  • Galinsky Pension & Benefit codes 29 50 $47,684 PY2022
  • Macnell Accounting codes 10 50 $34,800 PY2022
  • SS & C T••••••••• codes 15 PY2022
  • L•••• and G•••••• Msci Acwi Sched. D C $3.3M PY2022
  • AFL Builders Investment Trust Sched. D C $4.4M PY2022
  • A•••••• H•••••• I••••••••• T•••• Sched. D C $4.3M PY2022
  • L••••••• 600 Small Cap Collective F Sched. D C $2.7M PY2022
  • L••••••• L••••••• 500 Sched. D C $15.1M PY2022
  • L••••••• I••• V•••• E••••• Sched. D C $7.2M PY2022
  • L••••••• M••••• 400 Sched. D C $2.8M PY2022
  • C••••••, Inc. codes 11 PY2022
What changed
2 events
  • Jan 1, 2023Funded status changed
    R••••••••• P••• o• t•• U•••• H••• I••••••••• funded ratio 106.9% -> 103.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    R••••••••• P••• o• t•• U•••• H••• I••••••••• plan assets $165M -> $138M (-16.5%, 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 863429387-001
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.