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
G•••••• C••••••••• I•••• U•••• L•••• 1••• N• P••••••• L••••• P•••••• F•••
Taft-Hartley planEast Farmingdale, NY
Assets
$90.5M
Total assets, Jun 30, 2025 reported
Funded
0.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: B•••• o• T••••••• G••••••• C•••• I•••• U••••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.4%
- Non-interest-bearing cash 2.2%
- Corporate debt instruments (other) 66.6%
- U.S. Government securities 19.9%
- C•••on/collective trusts 4.8%
Consultants and advisers
4 firms
- C••••••••• I••••••••• C••••••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- H•••••• A•••••••• S••••••• Actuarythrough Jun 30, 2025 Form 5500
- S•••••• a•• C•••••• Actuarythrough Jun 30, 2023 Form 5500
- A••••••••• B••• o• N•• Y••• Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- B•• M•••••3 rows, latest Jun 30, 2025
From Schedule C (investment management, code 28)
- S••• A••••••• S••••••• L••• C••plan years 2023
Commitments
3 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 Jun 30, 2025 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $1.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$181,999 (2024-06) · $87,348 (2023-06)
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 Jun 30, 2025 | 938 | n/a | n/a | n/a | $90.5M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 997 | n/a | n/a | n/a | $91.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,051 | n/a | n/a | n/a | $95.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••• Advisory Services, Ltd Co. codes 28 $149,023 PY2024
- Gciu L•••• 119b Welfare codes 49 50 $87,698 PY2024
- S•••••• a•• C••••••, Inc codes 11 50 $51,285 PY2024
- Levy Ratner codes 29 50 $44,500 PY2024
- C••••••••• I••••••••• C••••••••• codes 27 $34,098 PY2024
- Gould Kobrick & Schlapp PC codes 10 50 $32,958 PY2024
- H•••••• A•••••••• S••••••• codes 11 $20,325 PY2024
- A••••••••• B••• of NY codes 19 $19,125 PY2024
- Intergrated Technology Systems codes 49 $15,654 PY2024
- Gciu L•••• 119b U•••• codes 49 50 $11,478 PY2024
- Clifton Budd & Demaria codes 29 $6,053 PY2024
- B••• M••••• A•••••• S• S•••• I•••• Sched. D C $4.4M PY2024
- H•••••• A•••••••• S•••••••, LLC codes 11 PY2024
- S••• Advisory Services, Ltd Co. codes 28 $147,677 PY2023
- Gciu L•••• 119b Welfare codes 49 50 $54,877 PY2023
- S•••••• a•• C••••••, Inc codes 11 50 $53,160 PY2023
- Levy Ratner codes 29 50 $44,861 PY2023
- C••••••••• I••••••••• C••••••••• codes 27 $34,132 PY2023
- Gould Kobrick & Schlapp PC codes 10 50 $31,394 PY2023
- A••••••••• B••• of NY codes 19 $18,510 PY2023
- Intergrated Technology Systems codes 49 $15,279 PY2023
- Gciu L•••• 119b U•••• codes 49 50 $12,570 PY2023
- B••• M••••• A•••••• S• S•••• I•••• Sched. D C $3.8M PY2023
- S•••••• a•• C••••••, Inc. codes 11 PY2023
- S•••••• a•• C••••••, Inc codes 11 50 $73,355 PY2022
- Gciu L•••• 119b Welfare codes 49 50 $55,159 PY2022
- S••• Advisory Services, Ltd Co. codes 28 $51,545 PY2022
- Levy Ratner codes 29 50 $44,500 PY2022
- Gould Kobrick & Schlapp PC codes 10 50 $31,435 PY2022
- A••••••••• B••• of NY codes 19 $18,857 PY2022
- C••••••••• I••••••••• C••••••••• codes 27 $16,946 PY2022
- Gciu L•••• 119b U•••• codes 49 50 $12,406 PY2022
- B••• M••••• A•••••• S• S•••• I•••• Sched. D C $1.0M PY2022
- S•••••• a•• C••••••, Inc. codes 11 PY2022
What changed
3 events
- Jul 1, 2024Assets changedG•••••• C••••••••• I•••• U•••• L•••• 1••• N• P••••••• L••••• P•••••• F••• plan assets $314,424 -> $545,403 (+73.5%, 2023-07-01 to 2024-07-01)
- Jul 1, 2023Funded status changedG•••••• C••••••••• I•••• U•••• L•••• 1••• N• P••••••• L••••• P•••••• F••• funded ratio 2.6% -> 0.4% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedG•••••• C••••••••• I•••• U•••• L•••• 1••• N• P••••••• L••••• P•••••• F••• plan assets $1M -> $314,424 (-69.6%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136415392-001
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.