Consolidated Retirement Plan
Taft-Hartley plan, based in White Plains, New York, reporting $492M in assets, for 4,282 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Consolidated Retirement Plan funded ratio 105.8% -> 102.2% (2023-01-01 to 2024-01-01).
4 more advisers and 24 more commitments
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- Longview Ultra 1 Construction Loan3 commitments
- Hardman Johnston Int'l Equity Group3 commitments
- Longview Largecap Plus Fund3 commitments
- Amalgamated Bank of New York21 commitments
- Hardman Johnston Global Advisors3 commitments
- Great Gray Trust Company3 commitments
Relationship network
38 connected entities27 observed commitments12 repeat counterpartiescommitments 2022 to 2024
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
- Organization
›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
- Interest-bearing cash 1.1%
- Other investments 2.2%
- Partnership/joint venture interests 22.0%
- 103-12 investment entities 6.9%
- Common/collective trusts 58.9%
- Registered investment companies 8.3%
- Common stock 0.0%
Consultants and advisers
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Telus Health Actuarythrough Dec 31, 2023 Form 5500
- Cynomys,inc. Actuarythrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Amalgamated Bank of New York21 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Amalgamated Bank of New Yorkplan years
- Hardman Johnston Global Advisorsplan years 2022
- Hamilton Laneplan years 2023
What changed
- Jan 1, 2024Funded status changedConsolidated Retirement Plan funded ratio 105.8% -> 102.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedConsolidated Retirement Plan plan assets $537M -> $444M (-17.2%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Ultra 1 Construction Loancollective trust | Amalgamated Bank of New York | Private credit | $83,938 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $34.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap Plus Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $82.7M held | Disclosed holding | askebsa.dol.gov |
+24 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 Dec 31, 2024 | 4,282 | Not disclosed | Not disclosed | n/a | $492M | $109M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,272 | Not disclosed | Not disclosed | n/a | $477M | $105M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,241 | Not disclosed | Not disclosed | n/a | $445M | $105M | Not disclosed | Not disclosed |
- Amalgamated Bank codes 18 19 51 52 $777,123 PY2024
- Schulte Roth and Zabel LLP codes 29 50 $409,213 PY2024
- Amalgamated Employee Benefits Admin codes 13 50 $246,655 PY2024
+71 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2023-01-01source on record
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
+12 connections on the graph
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