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
U••• L•••• 1••• P•••••• P•••
Taft-Hartley planWestbury, NY
Assets
$947M
Total assets, Dec 31, 2024 reported
Funded
96.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: B•••• o• T••••••• U••••••• L•••• 1••• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.4%
- Other investments 3.2%
- Common/collective trusts 10.6%
- Registered investment companies 85.3%
Consultants and advisers
5 firms
- A••• E••••••• B•••••• S••••••• I•• Pension consultantthrough Dec 31, 2022 Form 5500
- P•••••• C••••••••• S••••••• I•• General consultantthrough Dec 31, 2022 Form 5500
- S•• I••••••••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• C••••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- S•• C••• P••••••• C••••••••• F•••3 rows, latest Dec 31, 2024
Commitments
6 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, 2024 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $36.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S•• S•••••• S••••••••• C•••••••••collective trust | SEI Trust Company | Private credit | $63.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $38.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•• S•••••• S••••••••• C•••••••••collective trust | SEI Trust Company | Private credit | $53.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $42.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•• S•••••• S••••••••• C•••••••••collective trust | SEI Trust Company | Private credit | $49.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 31,448 | n/a | n/a | n/a | $947M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 31,577 | n/a | n/a | n/a | $880M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 31,483 | n/a | n/a | n/a | $817M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investment Management Company codes 19 21 25 27 28 51 52 62 $2.4M PY2024
- U••• L•••• 1500 codes 49 $781,271 PY2024
- A••• E••••••• B•••••• S••••••• I•• codes 15 17 $363,900 PY2024
- Associated Administrators LLC codes 15 $95,793 PY2024
- The S•••• Company codes 11 $88,847 PY2024
- U••• L•••• 1500 Building, Inc codes 49 $86,300 PY2024
- P•••••• C••••••••• S••••••• I•• codes 16 $60,332 PY2024
- Archer, Byington, Glennon & Levine codes 29 $58,059 PY2024
- Citrin Cooperman & Company LLP codes 10 $41,413 PY2024
- Modern Admin codes 49 $35,057 PY2024
- Paper & Ink Graphics LLC codes 36 49 $25,902 PY2024
- AJV LLC codes 15 49 $8,126 PY2024
- SEI C••• P••••••• C••••••••• Invest Sched. D C $36.7M PY2024
- S•• S•••••• S••••••••• C••••••••• Sched. D C $63.3M PY2024
- S•••• C••••••••• codes 11 PY2024
- SEI Investment Management Company codes 19 21 25 27 28 51 52 62 $2.1M PY2023
- U••• L•••• 1500 codes 49 $730,802 PY2023
- A••• E••••••• B•••••• S••••••• I•• codes 15 17 $348,300 PY2023
- The S•••• Company codes 11 $124,440 PY2023
- Associated Administrators LLC codes 15 $93,003 PY2023
- U••• L•••• 1500 Building, Inc codes 49 $86,300 PY2023
- Archer, Byington, Glennon & Levine codes 29 $51,048 PY2023
- Berdon LLP codes 10 $41,800 PY2023
- P•••••• C••••••••• S••••••• I•• codes 16 $38,298 PY2023
- Paper & Ink Graphics LLC codes 36 49 $21,835 PY2023
- Modern Admin codes 49 $9,815 PY2023
- AJV LLC codes 15 49 $9,301 PY2023
- SEI C••• P••••••• C••••••••• Invest Sched. D C $38.8M PY2023
- S•• S•••••• S••••••••• C••••••••• Sched. D C $53.9M PY2023
- S•••• C••••••••• codes 11 PY2023
- SEI Investment Management Company codes 19 21 25 27 28 51 52 62 $1.9M PY2022
- U••• L•••• 1500 codes 49 $773,726 PY2022
- A••• E••••••• B•••••• S••••••• I•• codes 15 17 $348,450 PY2022
- The S•••• Company codes 11 $191,140 PY2022
- U••• L•••• 1500 Building, Inc codes 49 $106,264 PY2022
- Associated Administrators LLC codes 15 $92,114 PY2022
- Archer, Byington, Glennon & Levine codes 29 $51,796 PY2022
- Berdon LLP codes 10 $43,564 PY2022
- AJV LLC codes 15 49 $28,184 PY2022
- Paper & Ink Graphics LLC codes 36 $22,491 PY2022
- P•••••• C••••••••• S••••••• I•• codes 16 $17,730 PY2022
- SEI C••• P••••••• C••••••••• Invest Sched. D C $42.7M PY2022
- S•• S•••••• S••••••••• C••••••••• Sched. D C $49.6M PY2022
- S•••• C••••••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedU••• L•••• 1••• P•••••• P••• funded ratio 87.1% -> 96.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedU••• L•••• 1••• P•••••• P••• plan assets $732M -> $873M (+19.2%, 2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedU••• L•••• 1••• P•••••• P••• funded ratio 83.6% -> 87.1% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 237176372-001
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.