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
N•••••••• a•• M••• D••••••••• P••••••••• P•••••• F•••
Taft-Hartley planWestbury, NY
Assets
$118M
Total assets, May 31, 2025 reported
Funded
88.0%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
8
none on the tape
Plan sponsor: B•••• o• T••••••• o• N•••••••• a•• M••• D••••••••• P••••••••• P•••••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.2%
- Other inv•••ments 6.6%
- Partnership/joint venture interests 8.8%
- Common/collective trusts 12.7%
- Pooled separate accounts 5.9%
- Registered inv•••ment companies 64.8%
Consultants and advisers
4 firms
- T•• S•••• C•• ••••••• S•••••• I••• General consultantthrough May 31, 2025 Form 5500
- F•••• A•••••••• C••••••••• L•• Actuarythrough May 31, 2023 Form 5500
- A••••••••• B••• Custodianthrough May 31, 2023 Form 5500
- Q••• V••• C••••••••• inv•••ment adviserthrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
- P••••••••• I•••••••• C•••••• o• A••3 rows, latest May 31, 2025
- W••••••••• F•1 rows, latest May 31, 2025
- I••••• I••••••••• M•••••••••1 rows, latest May 31, 2023
- S•••• S••••• • R•••••• 2•••1 rows, latest May 31, 2023
Commitments
8 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 May 31, 2025 | P••••separate account | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | W•••••• C••• B••• P••••••••collective trust | W••••••••• F• | Fixed income | $15.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | P••••separate account | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicles | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | W•••••• A•••• U• C••• B•••• L••103 12 ie | W•••••• Asset Management Co. LLC | Fixed income | $27.9M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | P••••separate account | P••••••••• I•••••••• C•••••• o• A•• | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | I••••• U••• L•••• C•• G••••• F••• L•103 12 ie | I••••• I••••••••• M••••••••• | Public equity | $11.5M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | S•••• S••••• R•••••• 3••• I•••• N••collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | W•••••• A•••• U• C••• B•••• L••103 12 ie | W•••••• Asset Management Co. LLC | Fixed income | $29.9M 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 May 31, 2025 | 2,370 | n/a | n/a | n/a | $118M | $10.4M | n/a | n/a |
| 2023 to May 31, 2024 | 2,460 | n/a | n/a | n/a | $121M | $10.7M | n/a | n/a |
| 2022 to May 31, 2023 | 2,530 | n/a | n/a | n/a | $118M | $11.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Proskauer Rose, LLP codes 29 50 $246,036 PY2024
- C & R C•••••••••, Inc. codes 13 50 $182,700 PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $88,881 PY2024
- Q•••v••• C••••••••• codes 27 50 $78,000 PY2024
- W•••••• Asset Management Company codes 28 51 $60,371 PY2024
- Cary Kane, PLLC codes 29 50 $55,233 PY2024
- A••••••••• B••• of Chicago codes 19 50 62 99 $53,142 PY2024
- P••••••••• I•••••••• Co. of America codes 28 51 52 $40,471 PY2024
- Calibre CPA Group, PLLC codes 10 50 $33,130 PY2024
- The S•••• Company (e•••••• S•••••) codes 16 50 $19,123 PY2024
- Novak Francella codes 10 50 $16,880 PY2024
- W•••••• Asset US C••• B••• Fund LLC Sched. D E PY2024
- P•••• Sa Sched. D P $7.0M PY2024
- W•••••• II C••• B••• Sched. D C $15.0M PY2024
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2024
- C & R C•••••••••, Inc. codes 13 50 $182,700 PY2023
- Proskauer Rose, LLP codes 29 50 $178,668 PY2023
- W•••••• Asset Management Company codes 28 51 $84,089 PY2023
- Q•••v••• C••••••••• codes 27 50 $78,000 PY2023
- Cary Kane, PLLC codes 29 50 $60,660 PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $54,613 PY2023
- P••••••••• I•••••••• Co. of America codes 28 51 52 $51,721 PY2023
- A••••••••• B••• of Chicago codes 19 50 62 99 $46,750 PY2023
- Novak Francella codes 10 50 $43,047 PY2023
- Calibre CPA Group, PLLC codes 10 50 $35,590 PY2023
- W•••••• A•••• U• C••• B•••• L•• Sched. D E $27.9M PY2023
- I••••• US L•••• Cap G••••• Sched. D E PY2023
- P•••• Sa Sched. D P $8.1M PY2023
- Ssga R•••••• 1000 Value I•••• Fund Sched. D C PY2023
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2023
- C & R C•••••••••, Inc. codes 13 50 $182,700 PY2022
- Proskauer Rose, LLP codes 29 50 $146,144 PY2022
- W•••••• Asset Management Company codes 28 51 $99,194 PY2022
- Q•••v••• C••••••••• codes 27 50 $72,996 PY2022
- Janus Capital Management codes 28 51 $59,538 PY2022
- Cary Kane, PLLC codes 29 50 $50,640 PY2022
- F•••• A•••••••• C•••••••••, Inc. codes 11 50 $50,000 PY2022
- A••••••••• B••• of Chicago codes 19 50 99 $44,889 PY2022
- Calibre CPA Group, PLLC codes 10 50 $34,755 PY2022
- Novak Francella codes 10 50 $12,219 PY2022
- W•••••• A•••• U• C••• B•••• L•• Sched. D E $29.9M PY2022
- P•••• Sa Sched. D P $10.6M PY2022
- I••••• US L•••• Cap G••••• Fund Sched. D E $11.5M PY2022
- Ssga R•••••• 1000 Value I•••• Fund Sched. D C $9.1M PY2022
- F•••• A•••••••• C•••••••••, Inc. codes 11 PY2022
What changed
10 events
- May 31, 2025Holding endedinferenceN•••••••• a•• M••• D••••••••• P••••••••• P•••••• F••• no longer reports W•••••• A•••• U• C••• B•••• L•• (last held $28M at 2024-05-31; absent from the 2025-05-31 filing)with W•••••• A•••• U• C••• B•••• L••askebsa.dol.gov
- May 31, 2025Holding startedN•••••••• a•• M••• D••••••••• P••••••••• P•••••• F••• f•••• reports an interest in W•••••• C••• B••• P•••••••• (W••••••••• F•): $15M at 2025-05-31with W••••••••• F•askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe S•••• Company (e•••••• S•••••) appears on N•••••••• a•• M••• D••••••••• P••••••••• P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)with T•• S•••• C•• ••••••• S•••••• I•••askebsa.dol.gov
- Jun 1, 2024Funded status changedN•••••••• a•• M••• D••••••••• P••••••••• P•••••• F••• funded ratio 90.6% -> 88.0% (2023-06-01 to 2024-06-01)
- May 31, 2024Holding endedinferenceN•••••••• a•• M••• D••••••••• P••••••••• P•••••• F••• no longer reports I••••• U••• L•••• C•• G••••• F••• L• (I••••• I••••••••• M•••••••••) (last held $11M at 2023-05-31; absent from the 2024-05-31 filing)with I••••• I••••••••• M•••••••••askebsa.dol.gov
- May 31, 2024Holding endedinferenceN•••••••• a•• M••• D••••••••• P••••••••• P•••••• F••• no longer reports S•••• S••••• R•••••• 3••• I•••• N•• (S•••• S••••• • R•••••• 2•••) (last held $9M at 2023-05-31; absent from the 2024-05-31 filing)with S•••• S••••• • R•••••• 2•••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJanus Capital Management no longer appears on N•••••••• a•• M••• D••••••••• P••••••••• P•••••• F•••'s Schedule C as inv•••ment manager (plan year 2023 vs 2022)with I••••• I••••••••• M•••••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedP••••••••• I•••••••• Co. of America appears on N•••••••• a•• M••• D••••••••• P••••••••• P•••••• F•••'s Schedule C as inv•••ment manager (plan year 2023 vs 2022)with P••••••••• I•••••••• C•••••• o• A••askebsa.dol.gov
- Jun 1, 2023Funded status changedN•••••••• a•• M••• D••••••••• P••••••••• P•••••• F••• funded ratio 94.4% -> 90.6% (2022-06-01 to 2023-06-01)
- Jun 1, 2023Assets changedN•••••••• a•• M••• D••••••••• P••••••••• P•••••• F••• plan assets $133M -> $118M (-11.4%, 2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136122251-001
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.