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
W••••••••• T•••••••• L•••• 4•• P•••••• F•••
Taft-Hartley planElmsford, NY
Assets
$274M
Total assets, Dec 31, 2025 reported
Funded
107.1%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
4
6 managers on Schedule C
Plan sponsor: B•••• o• T••••••• L•••• 4•• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- I••••est-bearing cash 1.6%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (preferred) 13.1%
- U.S. Government securities 24.8%
- Other investments 0.0%
- Common/collective trusts 4.6%
- Common stock 52.6%
- Real estate (other than employer real property) 2.0%
Consultants and advisers
8 firms
- H••• T••••••••• C••••••••• I••• General consultantthrough Dec 31, 2025 Form 5500
- T•• C••••••••• General consultantthrough Dec 31, 2025 Form 5500
- M•••••• L••••••••• • S•••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- B••••• P•••••••• I••• Actuarythrough Dec 31, 2025 Form 5500
- G••••• T•••• C•••••• Trusteethrough Dec 31, 2025 Form 5500
- B••••• P••••••• N•• I••• Actuarythrough Dec 31, 2025 Form 5500
- M•• B••• Custodianthrough Dec 31, 2025 Form 5500
- B••••• P••••••• N••••••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- C••••••••• I••••••••• L••plan years 2025
- C•••• • S••••• C•••••• M•••••••••plan years 2025
- M•••••• L••••••••• • S••••plan years 2025
- J• M•••••plan years 2025
- L•••• A••••• • C• L••plan years 2025
- B••••••••plan years 2025
Commitments
4 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 Dec 31, 2025 | I•••• E•• C••• U• R• E•• I•• F•collective trust | G••••• T•••• C•••••• | Pooled vehicles | $12.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | I•••• E•• C••• U• R• E•• I•• F•collective trust | G••••• T•••• C•••••• | Pooled vehicles | $12.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | I•••• E•• C••• U• R• E•• I•• F•collective trust | G••••• T•••• C•••••• | Pooled vehicles | $12.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | I•••• E•• C••• U• R• E•• I•• F•collective trust | G••••• T•••• C•••••• | Pooled vehicles | $14.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
40 readings
Total assets
$266M (2024-12) · $241M (2023-12) · $219M (2022-12)
Funded ratio
105.9% (2024-01) · 102.2% (2023-01) · 101.3% (2022-01)
Contributions
$8.2M (2024-12) · $8.8M (2023-12) · $9.1M (2022-12)
Benefits paid
$16.3M (2024-12) · $16.1M (2023-12) · $15.6M (2022-12)
Net investment income
$16.0M (2024-12) · $19.4M (2023-12) · $-39.8M (2022-12)
Investment management fees
$865,705 (2024-12) · $767,136 (2023-12) · $713,577 (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 | 2,207 | n/a | n/a | n/a | $274M | n/a | n/a | $5.5M |
| 2024 to Dec 31, 2024 | 2,185 | n/a | n/a | n/a | $266M | n/a | n/a | $6.1M |
| 2023 to Dec 31, 2023 | 2,244 | n/a | n/a | n/a | $241M | n/a | n/a | $6.5M |
| 2022 to Dec 31, 2022 | 2,261 | n/a | n/a | n/a | $219M | n/a | n/a | $6.4M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• codes 27 51 70 $266,324 PY2025
- C••••••••• I••••••••• L•• codes 28 51 $194,900 PY2025
- L••• A••••• & Co. LLC codes 28 51 $184,001 PY2025
- G••••• T•••• C•••••• codes 21 28 51 $140,153 PY2025
- Blitman & King LLP codes 29 50 $129,845 PY2025
- B•••••••• C/o the Chrys Group at Ml codes 28 51 $114,897 PY2025
- Vincent Fedele codes 30 50 $86,156 PY2025
- B••••• P••••••• N••••••••• I••• codes 11 50 $84,100 PY2025
- J• M••••• codes 28 51 $80,138 PY2025
- M•• B••• Inst'l Retirement Services codes 19 51 $75,976 PY2025
- Citrin Cooperman & Company, LLP codes 10 50 $70,319 PY2025
- Brenda Galea-Ritch codes 14 50 $40,683 PY2025
- C•••• & S••••• codes 28 51 $36,046 PY2025
- Veronica Cleaning Corp. codes 49 50 $32,079 PY2025
- L••• A••••• C/o the Chrys Group codes 28 51 $30,338 PY2025
- Citrin Cooperman Advisors LLC codes 10 50 $29,581 PY2025
- T•• C••••••••• codes 16 50 70 $21,060 PY2025
- H••• T••••••••• C••••••••• I••• codes 16 50 70 $5,765 PY2025
- Francis Colasuonno codes 49 50 $5,500 PY2025
- I••••continental Enhanced C••• U.S Sched. D C $12.6M PY2025
- B••••• P•••••••• I••• codes 11 PY2025
- M•••••• L•••• codes 27 51 70 $250,250 PY2024
- C••••••••• I••••••••• L•• codes 28 51 $206,250 PY2024
- L••• A••••• & Co. LLC codes 28 51 $158,140 PY2024
- G••••• T•••• C•••••• codes 21 28 51 $140,347 PY2024
- Blitman & King LLP codes 29 50 $134,025 PY2024
- B•••••••• C/o the Chrys Group at Ml codes 28 51 $109,507 PY2024
- J• M••••• codes 28 51 $89,871 PY2024
- B••••• P••••••• N••••••••• I••• codes 11 50 $81,100 PY2024
- Vincent Fedele codes 30 50 $76,969 PY2024
- M•• B••• Inst'l Retirement Services codes 19 51 $62,904 PY2024
- Citrin Cooperman & Company, LLP codes 10 50 $45,790 PY2024
- Brenda Galea-Ritch codes 14 50 $36,498 PY2024
- Veronica Cleaning Corp. codes 49 50 $33,221 PY2024
- C•••• & S••••• codes 28 51 $32,178 PY2024
- Citrin Cooperman Advisors LLC codes 10 50 $28,436 PY2024
- T•• C••••••••• codes 16 50 70 $20,405 PY2024
- L••• A••••• C/o the Chrys Group codes 28 51 $19,509 PY2024
- H••• T••••••••• C••••••••• I••• codes 16 50 70 $7,985 PY2024
- Francis Colasuonno codes 49 50 $7,700 PY2024
- I••••continental Enhanced C••• U.S Sched. D C $12.4M PY2024
- B••••• P•••••••• I••• codes 11 PY2024
- M•••••• L•••• codes 27 51 70 $226,747 PY2023
- C••••••••• I••••••••• L•• codes 28 51 $169,080 PY2023
- Blitman & King LLP codes 29 50 $145,213 PY2023
- G••••• T•••• C•••••• codes 21 28 51 $140,250 PY2023
- L••• A••••• & Co. LLC codes 28 51 $128,055 PY2023
- J• M••••• codes 28 51 $99,627 PY2023
- B•••••••• C/o the Chrys Group at Ml codes 28 51 $84,650 PY2023
- B••••• P••••••• N••••••••• I••• codes 11 50 $79,600 PY2023
- Vincent Fedele codes 30 50 $73,411 PY2023
- Gettry Marcus CPA, P.C. codes 10 50 $63,659 PY2023
- M•• B••• Inst'l Retirement Services codes 19 51 $57,685 PY2023
- C•••• & S••••• codes 28 51 $35,920 PY2023
- Brenda Galea-Ritch codes 14 50 $35,890 PY2023
- Veronica Cleaning Corp. codes 49 50 $32,254 PY2023
- L••• A••••• C/o the Chrys Group codes 28 51 $23,057 PY2023
- T•• C••••••••• codes 16 50 70 $16,766 PY2023
- Citrin Cooperman & Company, LLP codes 10 50 $10,521 PY2023
- I••••continental Enhanced C••• U.S. Sched. D C $12.8M PY2023
- B••••• P••••••• N••••••••• I••• codes 11 PY2023
- C••••••••• I••••••••• L•• codes 28 51 $140,048 PY2022
- L••• A••••• & Co. LLC codes 28 51 $118,526 PY2022
- B•••••••• C/o the Chrys Group at Ml codes 28 51 $118,517 PY2022
- J• M••••• codes 28 51 $106,358 PY2022
- C••••, Weiss & Simon LLP codes 29 50 $86,800 PY2022
- Blitman & King LLP codes 29 50 $81,742 PY2022
- B••••• P••••••• N••••••••• I••• codes 11 50 $79,600 PY2022
- Gettry Marcus CPA, P.C. codes 10 50 $74,745 PY2022
- Vincent Fedele codes 30 50 $72,514 PY2022
- G••••• T•••• C•••••• codes 21 28 51 $68,780 PY2022
- M•• B••• Inst'l Retirement Services codes 19 51 $66,031 PY2022
- C•••• & S••••• codes 28 51 $61,679 PY2022
- L••• A••••• C/o the Chrys Group codes 28 51 $33,638 PY2022
- Veronica Cleaning Corp. codes 49 50 $31,314 PY2022
- Brenda Galea-Ritch codes 14 50 $30,897 PY2022
- T•• C••••••••• codes 16 50 70 $16,766 PY2022
- Francis Colasuonno codes 49 50 $6,500 PY2022
- I••••continental Enhanced C••• Sched. D C $14.7M PY2022
- B••••• P••••••• N••••••••• I••• codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceH••• T••••••••• C••••••••• I••• appears on W••••••••• T•••••••• L•••• 4•• P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)with H••• T••••••••• C••••••••• I•••askebsa.dol.gov
- Dec 31, 2024Assets changedW••••••••• T•••••••• L•••• 4•• P•••••• F••• total assets $241M -> $266M (+10.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedW••••••••• T•••••••• L•••• 4•• P•••••• F••• funded ratio 102.2% -> 105.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedW••••••••• T•••••••• L•••• 4•• P•••••• F••• plan assets $252M -> $212M (-15.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136123973-001
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.