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

Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund

Taft-Hartley planPhiladelphia, PA
Assets
$1.0M
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: BD of Trustees Joint Retirement Fund
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 98.4%
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
24 readings
Total assets
$1.0M Dec 31, 2025 reported Form 5500
$1.0M (2024-12) · $1.2M (2023-12) · $1.2M (2022-12)
Net assets
$954,925 Dec 31, 2025 reported Form 5500
$959,002 (2024-12) · $1.1M (2023-12) · $811,384 (2022-12)
Participants
3,030 Jan 1, 2025 reported Form 5500
3,515 (2024-01) · 3,606 (2023-01) · 3,734 (2022-01)
Contributions
$3.4M Dec 31, 2025 reported Form 5500
$3.5M (2024-12) · $4.2M (2023-12) · $3.9M (2022-12)
Benefits paid
$3.0M Dec 31, 2025 reported Form 5500
$3.3M (2024-12) · $3.4M (2023-12) · $3.4M (2022-12)
Net investment income
$-4,077 Dec 31, 2025 reported Form 5500
$-143,048 (2024-12) · $290,666 (2023-12) · $-670,266 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20253,030n/an/an/a$1.0Mn/an/an/a
2024 to Dec 31, 20243,515n/an/an/a$1.0Mn/an/an/a
2023 to Dec 31, 20233,606n/an/an/a$1.2Mn/an/an/a
2022 to Dec 31, 20223,734n/an/an/a$1.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cbiz Inc codes 11 13 50 $306,682 PY2025
  • Novak Francella LLC codes 10 50 $30,162 PY2025
  • PNC Bank codes 19 50 $10,440 PY2025
  • Cbiz Inc codes 13 50 $312,670 PY2024
  • Novak Francella LLC codes 10 50 $30,322 PY2024
  • PNC Bank codes 19 50 $9,783 PY2024
  • Cbiz Inc codes 13 50 $384,079 PY2023
  • Cohen, Weiss, and Simon LLP codes $33,389 PY2023
  • Novak Francella LLC codes 10 50 $30,215 PY2023
  • Proskauer Rose LLP codes 29 50 $14,093 PY2023
  • Cbiz Inc codes 13 50 $409,799 PY2022
  • Amcu & Rfseu Local Welfare Fund codes 13 50 $89,400 PY2022
  • Amcu & Rfseu Local 342 Group Legal codes 13 50 $76,000 PY2022
  • Proskauer Rose LLP codes 29 50 $53,767 PY2022
  • Novak Francella LLC codes 10 50 $30,682 PY2022
  • Ronald a. Straci, Esq codes 29 50 $14,283 PY2022
  • Ufcw Local 342 Union codes 13 50 $12,200 PY2022
What changed
1 events
  • Dec 31, 2024Assets changed
    Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund total assets $1M -> $1M (-13.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135622665-001
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.