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•••• 2•• P•••••• F•••

Taft-Hartley planValley Stream, NY
Assets
$27.2M
Total assets, Dec 31, 2024 reported
Funded
98.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
1 managers on Schedule C
Plan sponsor: B•••• o• T••••••• o• L•••• 2•• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Common/collective trusts 68.2%
  • Registered investment companies 18.1%
  • R••• estate (other than employer real property) 12.1%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
4 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024I•••••• C••• P••• F•••• I••••• T•••collective trustI•••••• T•••t CompanyFixed income$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••• L••••••• 5•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024L••••••• M••••• 4•• I•••• F•••collective trustA••••••••• B••• o• N•• Y•••Pooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024M••••••••• P••••••• T••••collective trustN•• T•••• T•••• C••••••Real estate$452,269 heldDisclosed holdingaskebsa.dol.gov
Size and funding
10 readings
Total assets
$27.2M Dec 31, 2024 reported Form 5500
Plan assets
$25.2M Jan 1, 2024 reported Form 5500
Net assets
$27.2M Dec 31, 2024 reported Form 5500
Funded ratio
98.8% Jan 1, 2024 reported Form 5500
Participants
2,467 Jan 1, 2024 reported Form 5500
Contributions
$1.2M Dec 31, 2024 reported Form 5500
Benefits paid
$2.0M Dec 31, 2024 reported Form 5500
Net investment income
$2.0M Dec 31, 2024 reported Form 5500
Investment management fees
$37,831 Dec 31, 2024 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,467n/an/an/a$27.2Mn/an/a$3.3M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116049445-001
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.