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
Paper Handlers'-Publishers' Pension Fund
Taft-Hartley planWestbury, NY
Assets
$23.5M
Total assets, Mar 31, 2025 reported
Funded
12.7%
Apr 1, 2023
Private markets target
n/a
policy Mar 31, 2025
Commitments
4
1 managers on Schedule C
Plan sponsor: Board of Trustees of the Paper Handlers'-Publishers'
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.1%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 67.0%
- U.S. Government securities 11.2%
- Pooled separate accounts 4.5%
Consultants and advisers
1 firms
- First Actuarial Consulting, LLC Actuarythrough Mar 31, 2023 Form 5500
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
- Prudential Insurance Company of Ame3 rows, latest Mar 31, 2025
- Prudential Trust Co.1 rows, latest Mar 31, 2023
From Schedule C (investment management, code 28)
- Amalgamated Bank of New Yorkplan years 2025
- Insight North America LLCplan years 2024
- Quan Vest Consultantsplan years 2023
Commitments
4 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 Mar 31, 2025 | Pgim Quant Solutions W5000 Indseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Pgim Quant Solutions W5000 Indseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $784,088 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Prudential Core Conserv Fundcollective trust | Prudential Trust Co. | Pooled vehicles | $954,280 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Pgim Quant Solutions W5000 Indseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $480,971 held | Disclosed holding | askebsa.dol.gov |
Size and funding
27 readings
Investment management fees
$46,251 (2024-03) · $34,132 (2023-03)
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 Mar 31, 2025 | 206 | n/a | n/a | n/a | $23.5M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 223 | n/a | n/a | n/a | $23.6M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 230 | n/a | n/a | n/a | $3.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Proskauer Rose LLP codes 29 50 $202,879 PY2024
- Fuiman Mogila, LLP codes 29 50 $62,122 PY2024
- C & R Consulting, Inc. codes 14 50 $40,500 PY2024
- First Actuarial Consulting Team Inc codes 11 50 $39,520 PY2024
- Quan Vest Consultants Inc codes 28 51 $30,996 PY2024
- Insight North America LLC codes 28 51 $23,879 PY2024
- Novak Francella LLC codes 10 50 $20,501 PY2024
- Marshall & Moss Group codes 14 50 $20,250 PY2024
- Amalgamated Bank codes 28 51 $11,760 PY2024
- QMA Wilshire 5000 Index Sched. D P $1.1M PY2024
- Proskauer Rose LLP codes 29 50 $233,251 PY2023
- C & R Consulting, Inc. codes 14 50 $50,000 PY2023
- First Actuarial Consulting Team Inc codes 11 50 $44,163 PY2023
- Quan Vest Consultants Inc codes 28 51 $30,996 PY2023
- O'Dwyer & Bernstein LLP codes 29 50 $19,953 PY2023
- Novak Francella LLC codes 10 50 $19,646 PY2023
- Insight North America LLC codes 28 51 $12,064 PY2023
- Prudential Core Conserv. Bond Sched. D C PY2023
- QMA Wilshire 5000 Index Sched. D P $784,088 PY2023
- First Actuarial Consulting, Inc. codes 11 PY2023
- Proskauer Rose LLP codes 29 50 $152,052 PY2022
- First Actuarial Consulting Team Inc codes 11 50 $96,000 PY2022
- C & R Consulting, Inc. codes 14 50 $52,500 PY2022
- Quan Vest Consultants Inc codes 28 51 $30,996 PY2022
- Novak Francella LLC codes 10 50 $27,165 PY2022
- Prudential Core Conserv. Bond Sched. D C $954,280 PY2022
- QMA Wilshire 5000 Index Sched. D P $480,971 PY2022
- First Actuarial Consulting, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedAmalgamated Bank appears on Paper Handlers'-Publishers' Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Mar 31, 2024Holding endedinferencePaper Handlers'-Publishers' Pension Fund no longer reports Prudential Core Conserv Fund (Prudential Trust Co.) (last held $954,280 at 2023-03-31; absent from the 2024-03-31 filing)with Prudential Trust Co.askebsa.dol.gov
- Mar 31, 2024Assets changedPaper Handlers'-Publishers' Pension Fund total assets $3M -> $24M (+664.2%, 2023-03-31 to 2024-03-31)
- Dec 31, 2023Manager relationship startedInsight North America LLC appears on Paper Handlers'-Publishers' Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Insight North America LLCaskebsa.dol.gov
- Apr 1, 2023Funded status changedPaper Handlers'-Publishers' Pension Fund funded ratio 23.9% -> 12.7% (2022-04-01 to 2023-04-01)
- Apr 1, 2023Assets changedPaper Handlers'-Publishers' Pension Fund plan assets $4M -> $2M (-55.7%, 2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136104795-001
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.