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•••• 1••• R••••••••• T••••
Taft-Hartley planWoodbury, NY
Assets
$83.1M
Total assets, Dec 31, 2025 reported
Funded
70.3%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: L•••• 1••• R••••••••• T••••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 5.6%
- Corporate debt instruments (preferred) 7.1%
- U.S. Government securities 25.2%
- Other investments 1.6%
- Common stock 52.3%
Consultants and advisers
4 firms
- D•••• A••••••••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- C•• A••••••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- F•••• A•••••••• C••••••••• L•• Actuarythrough Dec 31, 2025 Form 5500
- C••••••• B••• Custodianthrough Dec 31, 2025 Form 5500
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)
- H••••• C••••• C•••••• M••• L••plan years 2025
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
40 readings
Total assets
$41.9M (2024-12) · $35.9M (2023-12) · $31.5M (2022-12)
Plan assets
$35.8M (2024-01) · $31.4M (2023-01) · $43.5M (2022-01)
Net assets
$41.9M (2024-12) · $35.8M (2023-12) · $31.4M (2022-12)
Contributions
$2.4M (2024-12) · $187,498 (2023-12) · $200,509 (2022-12)
Benefits paid
$3.4M (2024-12) · $3.4M (2023-12) · $3.5M (2022-12)
Net investment income
$6.1M (2024-12) · $4.4M (2023-12) · $-12.1M (2022-12)
Investment management fees
$155,613 (2024-12) · $138,551 (2023-12) · $151,455 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 4,459 | n/a | n/a | n/a | $83.1M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 4,720 | n/a | n/a | n/a | $41.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,840 | n/a | n/a | n/a | $35.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,921 | n/a | n/a | n/a | $31.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L•••• 1102 Rwdsu codes 49 50 $169,789 PY2025
- H••••• C••••• C•••••• M••• L•• codes 28 51 $137,795 PY2025
- Silvan L Salmon codes 30 50 $111,637 PY2025
- Kristy L Scholfield codes 30 50 $84,940 PY2025
- Doreen Douglas codes 30 50 $78,289 PY2025
- Rothman, Rocco, Laruffa LLP codes 29 50 $76,034 PY2025
- Toni Giannone codes 30 50 $70,493 PY2025
- Patricia M Trimble codes 30 50 $69,936 PY2025
- Lisa a Shepherd codes 30 50 $67,563 PY2025
- Kathy M Carbone codes 30 50 $63,685 PY2025
- Shelcy Portillo codes 30 50 $60,885 PY2025
- Tiffany D Middleton codes 30 50 $59,191 PY2025
- Melissa Bilello codes 30 50 $58,323 PY2025
- Deena W Granowetter codes 30 50 $57,502 PY2025
- Josselyn R Machuca codes 30 50 $54,954 PY2025
- AMY Cicio codes 30 50 $53,279 PY2025
- F•••• A•••••••• C•••••••••, Inc codes 11 50 $51,000 PY2025
- Jorge Gomez codes 30 50 $50,160 PY2025
- Novak Francella, LLC codes 10 50 $31,000 PY2025
- Bridgeway Benefit Technologies codes 15 50 $26,645 PY2025
- Marie L Dueno codes 30 50 $26,294 PY2025
- D•••• A••••••••• codes 27 51 $22,500 PY2025
- CS Mckee Advisors, LLC codes 27 51 $11,772 PY2025
- C••••••• B••• codes 18 19 49 $6,457 PY2025
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2025
- L•••• 1102 Rwdsu codes 49 50 $207,852 PY2024
- H••••• C••••• C•••••• M••• L•• codes 28 51 $133,113 PY2024
- Silvan L Salmon codes 30 50 $111,350 PY2024
- Kristy L Scholfield codes 30 50 $80,171 PY2024
- Doreen Douglas codes 30 50 $72,614 PY2024
- Rothman, Rocco, Laruffa LLP codes 29 50 $69,606 PY2024
- Toni Giannone codes 30 50 $69,509 PY2024
- Melissa Bilello codes 30 50 $68,152 PY2024
- Lisa a Shepherd codes 30 50 $67,327 PY2024
- Jorge Gomez codes 30 50 $65,475 PY2024
- Patricia M Trimble codes 30 50 $65,323 PY2024
- Marie L Dueno codes 30 50 $64,315 PY2024
- Kathy M Carbone codes 30 50 $63,009 PY2024
- Shelcy Portillo codes 30 50 $60,639 PY2024
- F•••• A•••••••• C•••••••••, Inc codes 11 50 $57,500 PY2024
- Deena W Granowetter codes 30 50 $57,329 PY2024
- Josselyn R Machuca codes 30 50 $54,644 PY2024
- Tiffany D Middleton codes 30 50 $54,556 PY2024
- AMY Cicio codes 30 50 $51,569 PY2024
- Citrin Cooperman & Company, LLP codes 10 50 $33,528 PY2024
- Brandon Vella codes 30 50 $32,538 PY2024
- D•••• A••••••••• codes 27 51 $22,500 PY2024
- Bridgeway Benefit Technologies codes 15 50 $13,075 PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2024
- L•••• 1102 Rwdsu codes 49 50 $182,781 PY2023
- Bridgeway Benefit Technologies codes 15 50 $130,450 PY2023
- H••••• C••••• C•••••• M••• L•• codes 28 51 $111,870 PY2023
- Silvan L Salmon codes 30 50 $97,549 PY2023
- Rothman, Rocco, Laruffa LLP codes 29 50 $69,582 PY2023
- Kristy L Scholfield codes 30 50 $65,096 PY2023
- Doreen Douglas codes 30 50 $62,818 PY2023
- Toni Giannone codes 30 50 $60,448 PY2023
- Lisa a Shepherd codes 30 50 $57,866 PY2023
- Carlos H Umana codes 30 50 $57,130 PY2023
- Patricia M Trimble codes 30 50 $55,476 PY2023
- Kathy M Carbone codes 30 50 $54,547 PY2023
- Marie L Dueno codes 30 50 $51,689 PY2023
- Melissa Bilello codes 30 50 $49,980 PY2023
- Deena W Granowetter codes 30 50 $49,260 PY2023
- Jorge Gomez codes 30 50 $48,053 PY2023
- F•••• A•••••••• C•••••••••, Inc codes 11 50 $48,000 PY2023
- Tiffany D Middleton codes 30 50 $46,853 PY2023
- Shelcy Portillo codes 30 50 $43,170 PY2023
- AMY Cicio codes 30 50 $43,099 PY2023
- Josselyn R Machuca codes 30 50 $41,362 PY2023
- Berdon LLP codes 10 50 $28,461 PY2023
- D•••• A••••••••• codes 27 51 $22,500 PY2023
- QUE Graphics & Communications codes 36 50 $18,449 PY2023
- Atlantic Tomorrows Office codes 49 50 $11,991 PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2023
- L•••• 1102 Rwdsu codes 49 50 $174,496 PY2022
- F•••• A•••••••• C•••••••••, Inc codes 11 50 $138,289 PY2022
- H••••• C••••• C•••••• M••• L•• codes 28 51 $124,462 PY2022
- Innovative Software Solutions codes 15 50 $123,113 PY2022
- Silvan L Salmon codes 30 50 $91,998 PY2022
What changed
9 events
- Dec 31, 2025Consultant changedinferenceCS Mckee Advisors, LLC appears on L•••• 1••• R••••••••• T••••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with C•• A•••••••askebsa.dol.gov
- Dec 31, 2025Assets changedL•••• 1••• R••••••••• T•••• total assets $42M -> $83M (+98.1%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedL•••• 1••• R••••••••• T•••• funded ratio 68.3% -> 70.3% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedL•••• 1••• R••••••••• T•••• plan assets $36M -> $40M (+11.6%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedL•••• 1••• R••••••••• T•••• total assets $36M -> $42M (+16.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedL•••• 1••• R••••••••• T•••• plan assets $31M -> $36M (+14.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedL•••• 1••• R••••••••• T•••• total assets $32M -> $36M (+13.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedL•••• 1••• R••••••••• T•••• funded ratio 73.0% -> 67.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••• 1••• R••••••••• T•••• plan assets $43M -> $31M (-27.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131847329-001
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.