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
R•••••• L•••• 1•• P•••••• F•••
Taft-Hartley planLiverpool, NY
Assets
$295,955
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
2
none on the tape
Plan sponsor: R•••••• L•••• 1•• P•••••• F•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 75.6%
Consultants and advisers
2 firms
- O••••••••• A••••••••• Actuarythrough Jun 30, 2025 Form 5500
- O•••••••• A••••••••• Actuarythrough Jun 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
2 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 Jun 30, 2024 | M••••• I••••••••• G•••• T••••collective trust | M••••• Income Group | Fixed income | $791 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | M••••• I••••••••• G•••• T••••collective trust | M••••• Income Group | Fixed income | $1,920 held | Disclosed holding | askebsa.dol.gov |
Size and funding
18 readings
Net investment income
$-885,795 (2024-06) · $-774,087 (2023-06)
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 Jun 30, 2025 | 233 | n/a | n/a | n/a | $295,955 | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 241 | n/a | n/a | n/a | $230,346 | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 243 | n/a | n/a | n/a | $260,759 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bonadio & Co., LLP codes 10 50 $17,765 PY2024
- O••••••••• A••••••••• codes 11 50 $9,098 PY2024
- Income Plus Investment Fund Sched. D C PY2024
- Bonadio & Co., LLP codes 10 50 $16,700 PY2023
- O••••••••• A••••••••• codes 11 50 $11,218 PY2023
- Blitman & King LLP codes 29 50 $8,915 PY2023
- Income Plus Investment Fund Sched. D C $791 PY2023
- Bonadio & Co., LLP codes 10 50 $15,500 PY2022
- O••••••••• A••••••••• codes 11 50 $10,348 PY2022
- Blitman & King LLP codes 29 50 $5,314 PY2022
- Income Plus Investment Fund Sched. D C $1,920 PY2022
What changed
2 events
- Jun 30, 2025Assets changedR•••••• L•••• 1•• P•••••• F••• total assets $230,346 -> $295,955 (+28.5%, 2024-06-30 to 2025-06-30)
- Jun 30, 2024Assets changedR•••••• L•••• 1•• P•••••• F••• total assets $260,759 -> $230,346 (-11.7%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 166158018-001
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.