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
B•• L•••• • N•• Y••• P•••••• P•••
Taft-Hartley planRego Park, NY
Assets
$64.4M
Total assets, Dec 31, 2024 reported
Funded
7.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: B•• L•••• • N•• Y••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 14.9%
- Corporate debt instruments (preferred) 13.1%
- U.S. Government securities 24.9%
- Registered investment companies 32.7%
- Common stock 9.5%
Consultants and advisers
5 firms
- M•••••• L••••••••• • S•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- B••• o• A•••••• Trusteethrough Dec 31, 2024 Form 5500
- O••••••••• • A••••••••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- T•• G•••• I••plan years 2024
- T•• B••••• C••••••plan years 2023
- A••••••••• F••••••••• I••plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$266,262 (2023-12) · $162,074 (2022-12)
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 Dec 31, 2024 | 701 | n/a | n/a | n/a | $64.4M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 744 | n/a | n/a | n/a | $64.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 795 | n/a | n/a | n/a | $62.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M•••••• L•••• Pierce Fenner & S•••• codes 27 $231,998 PY2024
- The S•••• Company (eastern S•••••), codes 11 $60,000 PY2024
- Pension and Annuity P••• of Brickla codes 14 $46,960 PY2024
- Teal, Becker, & Chiaramonte CPAS PC codes 10 $38,125 PY2024
- Schultheis & Panettieri LLP codes 15 $13,658 PY2024
- Barnes, Iaccarino & Shepherd, LLP codes 29 $9,108 PY2024
- B••• o• A•••••• codes 21 $8,851 PY2024
- T•• G•••• I•• codes 28 $8,100 PY2024
- B••••• Partners codes 28 $7,575 PY2024
- S•••• codes 11 PY2024
- M•••••• L•••• Pierce Fenner & S•••• codes 27 $157,560 PY2023
- The S•••• Company (eastern S•••••), codes 11 $117,185 PY2023
- Columbia codes 28 $93,911 PY2023
- Pension and Annuity P••• of Brickla codes 14 $42,017 PY2023
- Teal, Becker, & Chiaramonte CPAS PC codes 10 $37,350 PY2023
- Barnes, Iaccarino & Shepherd, LLP codes 29 $9,385 PY2023
- Robeco/boston Partners codes 28 $5,549 PY2023
- S•••• codes 11 PY2023
- M•••••• L•••• Pierce Fenner & S•••• codes 27 $153,160 PY2022
- Pension and Annuity P••• of Brickla codes 14 $53,925 PY2022
- Teal, Becker, & Chiaramonte CPAS PC codes 10 $36,500 PY2022
- The S•••• Company (eastern S•••••), codes 11 $25,000 PY2022
- O••••••••• Associates codes 11 $15,398 PY2022
- Barnes, Iaccarino & Shepherd, LLP codes 29 $9,659 PY2022
- International Union of Bac L•••• 1 codes 15 $8,703 PY2022
- S•••• codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedT•• G•••• I•• appears on B•• L•••• • N•• Y••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•• G•••• I••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceColumbia no longer appears on B•• L•••• • N•• Y••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A••••••••• F••••••••• I••askebsa.dol.gov
- Jan 1, 2024Assets changedB•• L•••• • N•• Y••• P•••••• P••• plan assets $4M -> $5M (+29.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedRobeco/boston Partners appears on B•• L•••• • N•• Y••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•• B••••• C••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedColumbia appears on B•• L•••• • N•• Y••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with A••••••••• F••••••••• I••askebsa.dol.gov
- Jan 1, 2023Assets changedB•• L•••• • N•• Y••• P•••••• P••• plan assets $5M -> $4M (-13.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 146016608-001
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.