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.
Taft-Hartley plan
Allied Security Pension Fund
Taft-Hartley planMineola, NY
Assets
$3.7M
Total assets, Dec 31, 2024 reported
Funded
82.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Board of Trustees of Allied Security Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 1.2%
- U.S. Government securities 35.5%
- Registered investment companies 53.0%
Consultants and advisers
3 firms
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Federation Pension Bureau Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough 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
- Amalgamated Bank of New York2 rows, latest Dec 31, 2023
From Schedule C (investment management, code 28)
- Avantax Advisory Servicesplan years 2024
Commitments
3 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, 2023 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Intermediate Bond Fundcollective trust | Amalgamated Bank | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$11,719 (2023-12) · $10,410 (2022-12)
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 | 285 | n/a | n/a | n/a | $3.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 288 | n/a | n/a | n/a | $3.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 281 | n/a | n/a | n/a | $3.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Allied International Union codes 50 99 $16,400 PY2024
- Federation Pension Bureau codes 11 17 50 $13,200 PY2024
- Barnes Iaccarino & Shepherd LLP codes 29 50 $9,000 PY2024
- Rocco J. Ricciardi, CPA codes 10 50 $9,000 PY2024
- Reynolds Consulting Services LLC codes 27 50 $8,500 PY2024
- Gould Kobrick & Schlapp codes 10 50 $7,000 PY2024
- Avantax Advisory Services codes 28 $6,930 PY2024
- David Greenwald, Esq. PLLC codes 29 50 $6,750 PY2024
- Longview Largecap 500 Index Fund Sched. D C PY2024
- Longview Intermediate Bond Fund Sched. D C PY2024
- Federation Pension Bureau, Inc codes 11 PY2024
- Allied International Union codes 50 99 $16,400 PY2023
- Federation Pension Bureau codes 11 17 50 $13,200 PY2023
- David Greenwald, Esq. PLLC codes 29 50 $9,000 PY2023
- Barnes Iaccarino & Shepherd LLP codes 29 50 $9,000 PY2023
- Amalgamated Bank codes 19 28 51 $8,795 PY2023
- Gould Kobrick & Schlapp codes 10 50 $7,000 PY2023
- Rocco J. Ricciardi, CPA codes 10 50 $6,000 PY2023
- Longview Largecap 500 Index Fund Sched. D C $2.0M PY2023
- Longview Intermediate Bond Fund Sched. D C $1.4M PY2023
- Federation Pension Bureau, Inc codes 11 PY2023
- Clark Hill codes 29 50 $82,383 PY2022
- Allied International Union codes 50 99 $16,400 PY2022
- Federation Pension Bureau codes 11 17 50 $13,200 PY2022
- Amalgamated Bank codes 19 28 51 $10,410 PY2022
- David Greenwald, Esq. PLLC codes 29 50 $9,000 PY2022
- Barnes Iaccarino & Shepherd LLP codes 29 50 $9,000 PY2022
- Gould Kobrick & Schlapp codes 10 50 $7,000 PY2022
- Rocco J. Ricciardi, CPA codes 10 50 $6,000 PY2022
- Longview Largecap 500 Index Fund Sched. D C $1.6M PY2022
- Federation Pension Bureau, Inc codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedAvantax Advisory Services appears on Allied Security Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Avantax Advisory Servicesaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceReynolds Consulting Services LLC appears on Allied Security Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Reynolds Consulting Services, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAmalgamated Bank no longer appears on Allied Security Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2023Holding startedAllied Security Pension Fund first reports an interest in Longview Intermediate Bond Fund: $1M at 2023-12-31with Longview Intermediate Bond Fundaskebsa.dol.gov
- Jan 1, 2023Funded status changedAllied Security Pension Fund funded ratio 126.6% -> 83.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAllied Security Pension Fund plan assets $4M -> $3M (-25.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 112528660-001
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.