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
L•••• 6••• P•••••• F•••
Taft-Hartley planPort Washington, NY
Assets
$14.9M
Total assets, Apr 30, 2025 reported
Funded
158.7%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: L•••• 6••• P•••••• F•••
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 2.0%
- Corporate debt instruments (other) 7.9%
- U.S. Government securities 10.8%
- Other investments 1.0%
- Registered investment companies 20.2%
- Common stock 55.2%
Consultants and advisers
2 firms
- S••••••• S••••••• I••• General consultantthrough Apr 30, 2025 Form 5500
- M•••••••• I••• Actuarythrough Apr 30, 2023 Form 5500
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
30 readings
Investment management fees
$117,138 (2024-04) · $99,808 (2023-04)
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 Apr 30, 2025 | 896 | n/a | n/a | n/a | $14.9M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 880 | n/a | n/a | n/a | $14.0M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 853 | n/a | n/a | n/a | $12.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Nina Bellini codes 15 50 $181,079 PY2024
- Barnes, Iaccarino & Sheperd LLP codes 29 50 $52,170 PY2024
- M••••••• codes 11 50 $41,700 PY2024
- Eisneramper LLP codes 10 50 $17,969 PY2024
- S••••••• S••••••• I••• codes 16 50 $8,050 PY2024
- HBK CPAS & Consultants codes 10 50 $6,500 PY2024
- Pension Benefit Information LLC codes 49 50 $5,214 PY2024
- M•••••••• I••• codes 11 PY2024
- Nina Bellini codes 15 50 $172,210 PY2023
- Barnes, Iaccarino & Sheperd LLP codes 29 50 $54,910 PY2023
- M••••••• codes 11 50 $40,700 PY2023
- Eisneramper LLP codes 10 50 $17,674 PY2023
- Zapken & Loeb LLP codes 10 50 $7,000 PY2023
- HBK CPAS & Consultants codes 10 50 $6,000 PY2023
- M•••••••• I••• codes 11 PY2023
- Nina Bellini codes 15 50 $163,242 PY2022
- M••••••• codes 11 50 $46,700 PY2022
- Barnes, Iaccarino & Sheperd LLP codes 29 50 $31,500 PY2022
- Zapken & Loeb LLP codes 10 50 $12,500 PY2022
- Eisneramper LLP codes 10 50 $11,783 PY2022
- M•••••••• I••• codes 11 PY2022
What changed
3 events
- Dec 31, 2024Consultant changedinferenceS••••••• S••••••• I••• appears on L•••• 6••• P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)with S••••••• S••••••• I•••askebsa.dol.gov
- May 1, 2024Funded status changedL•••• 6••• P•••••• F••• funded ratio 146.4% -> 158.7% (2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedL•••• 6••• P•••••• F••• funded ratio 151.8% -> 146.4% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136608700-002
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.