Allied Security Pension Fund
Taft-Hartley plan, based in Mineola, New York, reporting $3.7M in assets, for 285 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Reynolds Consulting Services LLC appears on Allied Security Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 500 Index Fund2 commitments
- Longview Intermediate Bond Fund1 commitment
- Amalgamated Bank of New York2 commitments
- Amalgamated Bank1 commitment
Relationship network
16 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2023
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 0.9%
- Non-interest-bearing cash 1.2%
- U.S. Government securities 35.5%
- Registered investment companies 53.0%
Consultants and advisers
- 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
Manager roster
- Amalgamated Bank of New York2 rows, latest Dec 31, 2023
- Amalgamated Bank1 row, latest Dec 31, 2023
- Amalgamated Bankplan years
- Avantax Advisory Servicesplan years 2024
What changed
- 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)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| 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, 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, 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
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 | 285 | Not disclosed | Not disclosed | n/a | $3.7M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 288 | Not disclosed | Not disclosed | n/a | $3.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 281 | Not disclosed | Not disclosed | n/a | $3.3M | Not disclosed | Not disclosed | Not disclosed |
- 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
+28 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
Allied Security Pension Fund sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+3 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.