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•••• 8•• P•••••• F•••

Taft-Hartley planPort Washington, NY
Assets
$17.7M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• o• L•••• 8•• P•••••• 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 1.6%
  • Corporate debt instruments (other) 17.4%
  • Corporate debt instruments (preferred) 3.8%
  • U.S. Government securities 25.9%
  • Common stock 48.6%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
18 readings
Total assets
$17.7M Dec 31, 2024 reported Form 5500
$15.9M (2023-12) · $14.7M (2022-12)
Net assets
$17.6M Dec 31, 2024 reported Form 5500
$15.9M (2023-12) · $14.7M (2022-12)
Participants
253 Jan 1, 2024 reported Form 5500
257 (2023-01) · 262 (2022-01)
Benefits paid
$798,500 Dec 31, 2024 reported Form 5500
$779,966 (2023-12) · $803,718 (2022-12)
Net investment income
$1.7M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $-3.9M (2022-12)
Investment management fees
$66,362 Dec 31, 2024 reported Form 5500
$64,282 (2023-12) · $70,151 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024253n/an/an/a$17.7Mn/an/an/a
2023 to Dec 31, 2023257n/an/an/a$15.9Mn/an/an/a
2022 to Dec 31, 2022262n/an/an/a$14.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Assets changed
    L•••• 8•• P•••••• F••• total assets $16M -> $18M (+11.1%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    H••••• P••• S••••••, Inc. no longer appears on L•••• 8•• P•••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)
    with H••••• P••• S••••••askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    C••••••••• H••••••••• S•••••• i• appears on L•••• 8•• P•••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)
    with C••••••••• H••••••••• S•••••• i•askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116077200-001
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.