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

Boston Newspaper Retirement Fund

Taft-Hartley planWhite Plains, NY
Assets
$5.1M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Trustees of Boston Newspaper Retirement Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 6.7%
  • Registered investment companies 36.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
21 readings
Total assets
$5.1M Dec 31, 2024 reported Form 5500
$6.6M (2023-12) · $7.8M (2022-12)
Net assets
$5.1M Dec 31, 2024 reported Form 5500
$6.6M (2023-12) · $7.8M (2022-12)
Participants
623 Jan 1, 2024 reported Form 5500
648 (2023-01) · 683 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.4M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.5M (2022-12)
Net investment income
$-1.5M Dec 31, 2024 reported Form 5500
$-1.2M (2023-12) · $-2.6M (2022-12)
Investment management fees
$16,667 Dec 31, 2024 reported Form 5500
$20,000 (2023-12) · $20,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024623n/an/an/a$5.1Mn/an/an/a
2023 to Dec 31, 2023648n/an/an/a$6.6Mn/an/an/a
2022 to Dec 31, 2022683n/an/an/a$7.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Amalgamated Employee Benefits Adm. codes 13 50 $78,682 PY2024
  • Segal Company codes 11 22 50 53 $40,000 PY2024
  • NEW England Pension Consultant codes 17 50 $15,000 PY2024
  • Novak Francella LLC codes 10 50 $10,500 PY2024
  • Littler Mendelson PC codes 29 50 $5,775 PY2024
  • Segal Select codes 23 53 PY2024
  • Amalgamated Employee Benefits Adm. codes 13 50 $76,017 PY2023
  • Segal Company codes 11 22 50 53 $40,000 PY2023
  • New England Pension Consultant codes 17 50 $20,000 PY2023
  • Novak Francella LLC codes 10 50 $9,500 PY2023
  • Littler Mendelson PC codes 29 50 $9,270 PY2023
  • Segal Select codes 23 53 PY2023
  • Amalgamated Employee Benefits Adm. codes 13 50 $83,423 PY2022
  • Segal Company codes 11 22 50 53 $40,000 PY2022
  • New England Pension Consultant codes 17 50 $20,000 PY2022
  • Novak Francella LLC codes 10 50 $9,500 PY2022
  • Littler Mendelson PC codes 29 50 $5,665 PY2022
  • Segal Select codes 23 53 PY2022
What changed
2 events
  • Dec 31, 2024Assets changed
    Boston Newspaper Retirement Fund total assets $7M -> $5M (-22.6%, 2023-12-31 to 2024-12-31)
  • Dec 31, 2023Assets changed
    Boston Newspaper Retirement Fund total assets $8M -> $7M (-15.1%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 046059447-001
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.