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•••• 9•• P•••••• F•••
Taft-Hartley planFloral Park, NY
Assets
$27.8M
Total assets, Oct 31, 2025 reported
Funded
31.8%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: B•••• o• T••••••• L•••• 9•• P•••••• F•••
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.1%
- Corporate debt instruments (preferred) 57.6%
- U.S. Government securities 0.6%
- Common/collective trusts 7.9%
- Registered investment companies 27.8%
Consultants and advisers
2 firms
- S•••• M•••• A••••••• Investment adviser (plan)through Oct 31, 2023 Form 5500
- F•••• A•••••••• C••••••••• L•• Actuarythrough Oct 31, 2023 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
- N••••••• T•••• C••••••••• E••• I•••3 rows, latest Oct 31, 2025
From Schedule C (investment management, code 28)
- L••••• S•••••plan years 2024
- N••••••• T•••• C••plan years 2023
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 Oct 31, 2025 | N• C••••••••• S•• 5•• I•••• F•••collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | N• C••••••••• S•• 5•• I•••• F•••collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | N• C••••••••• S•• 5•• I•••• F•••collective trust | N••••••• T•••• C••••••••• E••• I••• | Pooled vehicles | $349,829 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$48,726 (2024-10) · $24,486 (2023-10)
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 Oct 31, 2025 | 1,383 | n/a | n/a | n/a | $27.8M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 1,559 | n/a | n/a | n/a | $27.8M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 1,606 | n/a | n/a | n/a | $28.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- F•••• A•••••••• C•••••••••, Inc. codes 11 17 50 $50,333 PY2024
- L•••••, S••••• and Company codes 28 51 $48,200 PY2024
- S•••• M•••• A••••••• codes 27 50 $40,000 PY2024
- Calibre CPA Group, PLLC codes 10 50 $34,871 PY2024
- Archer, Byington, Glennon & Levine codes 29 50 $30,000 PY2024
- N••••••• Trust S&p 500 I•••• Fund Sched. D C $2.2M PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2024
- Calibre CPA Group, PLLC codes 10 50 $53,312 PY2023
- F•••• A•••••••• C••••••••• Team LLC codes 11 17 50 $51,744 PY2023
- S•••• M•••• A••••••• codes 27 50 $37,333 PY2023
- Archer, Byington, Glennon & Levine codes 29 50 $30,000 PY2023
- L•••••, S••••• and Company codes 28 51 $9,634 PY2023
- N••••••• Trust S&p 500 I•••• Fund Sched. D C $1.2M PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2023
- F•••• A•••••••• C••••••••• Team LLC codes 11 17 50 $48,000 PY2022
- Calibre CPA Group PLLC codes 10 50 $35,352 PY2022
- Archer, Byington, Glennon & Levine codes 29 50 $30,000 PY2022
- S•••• M•••• A••••••• codes 27 50 $24,000 PY2022
- N••••••• Trust Corporation codes 28 51 62 68 $486 PY2022
- N••••••• Trust S&p 500 I•••• Fund Sched. D C $349,829 PY2022
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2022
What changed
6 events
- Nov 1, 2024Funded status changedL•••• 9•• P•••••• F••• funded ratio 24.5% -> 31.8% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedL•••• 9•• P•••••• F••• plan assets $7M -> $8M (+24.8%, 2023-11-01 to 2024-11-01)
- Dec 31, 2023Manager relationship startedL•••••, S••••• and Company appears on L•••• 9•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with L••••• S•••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceN••••••• Trust Corporation no longer appears on L•••• 9•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with N••••••• T•••• C••askebsa.dol.gov
- Nov 1, 2023Funded status changedL•••• 9•• P•••••• F••• funded ratio 36.3% -> 24.5% (2022-11-01 to 2023-11-01)
- Nov 1, 2023Assets changedL•••• 9•• P•••••• F••• plan assets $8M -> $7M (-20.2%, 2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136086164-001
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.