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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Taft-Hartley plan

A•• L••••••••• I••••••• P•••••• P•••

Taft-Hartley planNEW York, NY
Assets
$3.3M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• A•• L••••••••• I••••••• P•••••• P•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 41.7%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
18 readings
Total assets
$3.3M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.7M (2022-12)
Net assets
$-103M Dec 31, 2024 reported Form 5500
$-87.2M (2023-12) · $-72.9M (2022-12)
Participants
2,492 Jan 1, 2024 reported Form 5500
2,618 (2023-01) · 2,743 (2022-01)
Contributions
$31,978 Dec 31, 2024 reported Form 5500
$32,253 (2023-12) · $32,925 (2022-12)
Benefits paid
$7.6M Dec 31, 2024 reported Form 5500
$8.0M (2023-12) · $8.2M (2022-12)
Net investment income
$-15.8M Dec 31, 2024 reported Form 5500
$-14.4M (2023-12) · $-11.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,492n/an/an/a$3.3Mn/an/an/a
2023 to Dec 31, 20232,618n/an/an/a$3.5Mn/an/an/a
2022 to Dec 31, 20222,743n/an/an/a$3.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Gcc-Ibt Local 1l codes 15 $199,968 PY2024
  • Rogoff & Co codes 10 $35,000 PY2024
  • S•••• Company codes 11 $26,464 PY2024
  • Cohen Weiss and Simon codes 29 $19,048 PY2024
  • Amalgamated Bank codes 99 $10,974 PY2024
  • MBS II. Net LLC codes 15 $5,000 PY2024
  • Gcc-Ibt Local 1l codes 15 $190,771 PY2023
  • S•••• Company codes 11 $36,046 PY2023
  • Rogoff & Co codes 10 $19,458 PY2023
  • Cohen Weiss and Simon codes 29 $11,462 PY2023
  • Amalgamated Bank codes 99 $9,685 PY2023
  • MBS II. Net LLC codes 15 $6,300 PY2023
  • Gcc-Ibt Local 1l codes 15 $175,375 PY2022
  • Rogoff & Co codes 10 $35,000 PY2022
  • Amalgamated Bank codes 99 $13,184 PY2022
  • Cohen Weiss and Simon codes 29 $10,868 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136615604-001
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.