Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United
Taft-Hartley plan, based in White Plains, New York, reporting $193M in assets, for 9,398 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Amalgamated Bank appears on Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 3 more managers and 18 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Longview Smallcap 600 Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Longview Ultra Construction Loan in3 commitments
- Amalgamated Bank of New York6 commitments
- NEW Tower Trust Company3 commitments
- Amalgamated Bank3 commitments
Relationship network
35 connected entities21 observed commitments13 repeat counterparties15 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.1%
- Other investments 4.8%
- Partnership/joint venture interests 27.9%
- 103-12 investment entities 10.2%
- Common/collective trusts 24.6%
- Registered investment companies 21.2%
- Common stock 9.4%
Consultants and advisers
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- NEW Tower Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Johnston Asset Managementplan years
- Amalgamated Bankplan years
- Polen Capitalplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedAmalgamated Bank appears on Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Jan 1, 2024Funded status changedLaundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United funded ratio 117.8% -> 113.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceAmalgamated Bank no longer appears on Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United's Schedule C as investment manager (plan year 2023 vs 2022)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Jan 1, 2023Assets changedLaundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United plan assets $212M -> $174M (-17.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $21,418 held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 9,398 | Not disclosed | Not disclosed | n/a | $193M | $54.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,644 | Not disclosed | Not disclosed | n/a | $186M | $50.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,712 | Not disclosed | Not disclosed | n/a | $174M | $50.7M | Not disclosed | Not disclosed |
- Schulte Roth & Zabel LLP codes 29 50 $606,652 PY2024
- Amalgamated Empoyee Benefits Admini codes 13 50 $463,466 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $120,964 PY2024
+68 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
+1 more change on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+14 connections on the graph
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