Taft-Hartley plan in New York
Taft-Hartley plan, based in Uniondale, New York, reporting $7.9M in assets, for 1,080 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, Holding started.
This allocator's name, 1 more adviser, 5 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- Prudential Core Plus2 commitments
- QMA Wilshire 500 Index2 commitments
- Prudential Trust Co.3 commitments
- Great Gray Trust Company3 commitments
- Prudential Insurance Company2 commitments
Relationship network
28 connected entities8 observed commitments7 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 1.4%
- Common/collective trusts 42.1%
- Registered investment companies 54.7%
Consultants and advisers
- Quan Vest Consultants Investment adviser (plan)through Jun 30, 2025 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Jun 30, 2023 Form 5500
- Discretionary trusteethrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Trust Co.3 rows, latest Jun 30, 2025
- Great Gray Trust Company3 rows, latest Jun 30, 2025
- Prudential Insurance Company2 rows, latest Jun 30, 2024
- Prudential Insurance Companyplan years
- Prudential Trust Co.plan years 2025
What changed
- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Quan Vest Consultantsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Prudential Core Pluscollective trust | Prudential Trust Co. | Fixed income | $2.3M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,080 | Not disclosed | Not disclosed | n/a | $7.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,266 | Not disclosed | Not disclosed | n/a | $8.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,227 | Not disclosed | Not disclosed | n/a | $9.0M | Not disclosed | Not disclosed | Not disclosed |
- C. Vasile codes 30 50 $82,590 PY2024
- P. Mccabe codes 30 50 $48,567 PY2024
- M. Salomon codes 30 50 $40,096 PY2024
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
- Holding in a pooled vehicle ended2025-06-30source on record
+3 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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