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

Drywall Pension Fund

Taft-Hartley planLong Island City, NY
Assets
$176M
Total assets, Dec 31, 2024 reported
Funded
115.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
14
1 managers on Schedule C
Plan sponsor: Board of Trustees Drywall Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 6.4%
  • Non-interest-bearing cash 0.8%
  • Insurance company general account 4.3%
  • Partnership/joint venture interests 9.2%
  • 103-12 investment entities 3.1%
  • Common/collective trusts 62.6%
  • Registered investment companies 10.3%
Consultants and advisers
5 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
14 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$69.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$24.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$8.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated Bank of NYPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated Bank of NYPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$5.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$70.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$18.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated Bank of NYPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated Bank of NYPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$48.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$37.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$176M Dec 31, 2024 reported Form 5500
$156M (2023-12) · $140M (2022-12)
Plan assets
$155M Jan 1, 2024 reported Form 5500
$140M (2023-01) · $159M (2022-01)
Net assets
$175M Dec 31, 2024 reported Form 5500
$155M (2023-12) · $140M (2022-12)
Funded ratio
115.3% Jan 1, 2024 reported Form 5500
116.5% (2023-01) · 118.2% (2022-01)
Participants
1,158 Jan 1, 2024 reported Form 5500
1,219 (2023-01) · 1,298 (2022-01)
Contributions
$4.3M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · $4.6M (2022-12)
Benefits paid
$5.2M Dec 31, 2024 reported Form 5500
$4.4M (2023-12) · $4.0M (2022-12)
Net investment income
$20.1M Dec 31, 2024 reported Form 5500
$15.5M (2023-12) · $-19.5M (2022-12)
Investment management fees
$765,348 Dec 31, 2024 reported Form 5500
$320,100 (2023-12) · $277,135 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,158n/an/an/a$176M$16.2Mn/an/a
2023 to Dec 31, 20231,219n/an/an/a$156M$14.9Mn/an/a
2022 to Dec 31, 20221,298n/an/an/a$140M$14.4Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Crescent Capital Group codes 28 50 $450,024 PY2024
  • American Realty Advisors codes 28 51 $132,809 PY2024
  • Drywall Tapers Insurance Fund codes 38 49 $126,796 PY2024
  • The Segal Company codes 11 17 50 $104,800 PY2024
  • Ullico Investment Advisors, Inc. codes 28 51 $85,972 PY2024
  • Amaglamated Bank of NY codes 19 28 51 $49,117 PY2024
  • Marshall & Moss,payroll Compliance codes 10 50 $44,083 PY2024
  • Reynolds Consulting Services, LLC codes 27 50 $35,500 PY2024
  • Novak Francella LLC codes 10 50 $32,500 PY2024
  • Marshall & Moss, LLP codes 10 50 $18,919 PY2024
  • Barnes Iaccarino & Shepherd LLP codes 29 50 $18,210 PY2024
  • Constitution Capital Equity Partner codes PY2024
  • Longview Largecap 500 Index Fund Sched. D C $69.4M PY2024
  • Longview Core Bond Fund Sched. D C $24.3M PY2024
  • Longview Midcap 400 Index Fund Sched. D C $8.2M PY2024
  • Longview Largecap 1000 Growth Fund Sched. D C $5.1M PY2024
  • Ullico Infrastructure Tax Exempt Fu Sched. D E $5.5M PY2024
  • Longview Largecap 1000 Value Fund Sched. D C $2.9M PY2024
  • Segal Consulting codes 11 PY2024
  • Drywall Tapers Insurance Fund codes 38 49 $148,027 PY2023
  • American Realty Advisors codes 28 51 $146,077 PY2023
  • Crescent Capital Group codes 28 50 $132,189 PY2023
  • Segal Marco Advisors codes 27 50 $49,813 PY2023
  • Amaglamated Bank of NY codes 19 28 51 $41,986 PY2023
  • Reynolds Consulting Services, LLC codes 27 50 $35,500 PY2023
  • Segal Consulting codes 11 17 50 $32,875 PY2023
  • Marshall & Moss, LLP codes 10 50 $18,376 PY2023
  • Barnes Iaccarino & Shepherd LLP codes 29 50 $17,100 PY2023
  • Marshall & Moss,payroll Compliance codes 10 50 $14,238 PY2023
  • Longview Midcap 400 Index Fund Sched. D C $7.2M PY2023
  • Longview Largecap 1000 Value Fund Sched. D C $2.5M PY2023
  • Longview Largecap 1000 Growth Fund Sched. D C $3.8M PY2023
  • Longview Core Bond Fund Sched. D C $18.6M PY2023
  • Ullico Infrastructure Tax Exempt Fu Sched. D E $5.1M PY2023
  • Longview Largecap 500 Index Fund Sched. D C $70.4M PY2023
  • Segal Consulting codes 11 PY2023
  • Drywall Tapers Insurance Fund codes 36 38 49 $184,801 PY2022
  • American Realty Advisors codes 28 51 $162,903 PY2022
  • Amaglamated Bank of NY codes 19 28 51 $71,506 PY2022
  • Marshall & Moss,payroll Compliance codes 10 50 $37,512 PY2022
  • Novak Francella LLC codes 10 50 $31,990 PY2022
  • Segal Consulting codes 11 17 50 $25,750 PY2022
  • Segal Marco Advisors codes 27 50 $19,375 PY2022
  • Marshall & Moss, LLP codes 10 50 $18,059 PY2022
  • Reynolds Consulting Services, LLC codes 27 50 $17,750 PY2022
  • Barnes Iaccarino & Shepherd LLP codes 29 50 $13,750 PY2022
  • Longview Largecap 500 Index Fund Sched. D C $48.4M PY2022
  • Longview Core Bond Fund Sched. D C $37.3M PY2022
  • Segal Consulting codes 11 PY2022
What changed
11 events
  • Dec 31, 2024Manager relationship started
    Ullico Investment Advisors, Inc. appears on Drywall Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullico Investment Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Segal Marco Advisors no longer appears on Drywall Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Segal Marco Advisorsaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Drywall Pension Fund total assets $156M -> $176M (+12.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Drywall Pension Fund plan assets $140M -> $155M (+11.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    Drywall Pension Fund first reports an interest in Longview Largecap 1000 Growth Index: $4M at 2023-12-31
    with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Drywall Pension Fund first reports an interest in Longview Midcap 400 Index Fund (Amalgamated Bank of New York): $7M at 2023-12-31
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Drywall Pension Fund first reports an interest in Longview Largecap 1000 Value Index: $3M at 2023-12-31
    with Longview Largecap 1000 Value Indexaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Drywall Pension Fund first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $5M at 2023-12-31
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Crescent Capital Group appears on Drywall Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Crescent Capitalaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Drywall Pension Fund total assets $140M -> $156M (+11.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Drywall Pension Fund plan assets $159M -> $140M (-12.3%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133875056-001
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.