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
L•••• 8•• L•••• M••••••••• P•••••• F•••
Taft-Hartley planLong Island City, NY
Assets
$110M
Total assets, Aug 31, 2025 reported
Funded
32.0%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
6
none on the tape
Plan sponsor: B•••• o• T••••••• L•••• 8•• L••••• M••••••••• P•••••• F•••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 3.1%
- Corporate debt instruments (other) 5.1%
- Corporate debt instruments (preferred) 0.5%
- U.S. Government securities 12.2%
- Common/collective trusts 32.0%
- Registered investment companies 23.9%
- Common stock 7.5%
Consultants and advisers
7 firms
- A••••••••• B••• o• N•• Y••• Investment adviser (plan)through Aug 31, 2025 Form 5500
- S•••• M•••• A••••••• Investment adviser (plan)through Aug 31, 2025 Form 5500
- M••••• S•••••• S•••• B•••••• L•• Investment adviser (plan)Custodianthrough Aug 31, 2025 Form 5500
- P•••••• T••••••••• S••••••••• I••• General consultantthrough Aug 31, 2024 Form 5500
- M• M•••••••• S••••••• C••••• I•• General consultantthrough Aug 31, 2023 Form 5500
- S•••• Actuarythrough Aug 31, 2023 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Aug 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
- B•• M•••••3 rows, latest Aug 31, 2025
- S•••• S••••• • R•••••• 2•••3 rows, latest Aug 31, 2025
From Schedule C (investment management, code 28)
- B•••••••• I••••••••• M••••••plan years 2023
- D•••••• S•••••• A•••• M•••••••••plan years 2023
Commitments
6 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 Aug 31, 2025 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $29.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | S•••• S• R•••••• 2••• I•• S•• L••••collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | S•••• S• R•••••• 2••• I•• S•• L••••collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | B••• M••••• A•••••• S• S•••• I••••collective trust | B•• M••••• | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | S•••• S• R•••••• 2••• I•• S•• L••••collective trust | S•••• S••••• • R•••••• 2••• | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$95,223 (2024-08) · $119,112 (2023-08)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Aug 31, 2023 | 3,603 | n/a | n/a | n/a | $116M | n/a | n/a | n/a |
| 2024 to Aug 31, 2025 | 3,413 | n/a | n/a | n/a | $110M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 3,513 | n/a | n/a | n/a | $121M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- New & Karfunkel codes 29 50 $294,764 PY2025
- The S•••• Company (eastern S•••••) codes 11 22 50 $160,938 PY2025
- Schultheis & Panettieri, LLP codes 10 50 $110,981 PY2025
- Friedman & Aspach codes 29 50 $108,834 PY2025
- M••••• S•••••• S•••• B••••• LLC codes 19 27 51 70 $53,000 PY2025
- D•••••• S•••••• A•••• M••••••••• codes 28 51 $41,496 PY2025
- M• M•••••••• S••••••• C••••• I•• codes 16 50 $26,786 PY2025
- Melamud, Irina codes 10 50 $25,216 PY2025
- Weaver Barkside & Associates Inc codes 28 51 $22,469 PY2025
- S•••• Select Insurance Services codes 22 53 PY2025
- A•••••• Sl S•••• I•••• Fund Sched. D C $5.5M PY2025
- Russel 2000 I•••• Sl Fund Cm52 Sched. D C $4.3M PY2025
- S•••• codes 11 PY2025
- The S•••• Company (eastern S•••••) codes 11 22 50 $182,174 PY2024
- David W. New, P.C. codes 29 50 $140,948 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $117,497 PY2024
- Friedman & Anspach codes 29 50 $99,323 PY2024
- S•••• M•••• A••••••• codes 27 51 $45,193 PY2024
- Graystone Consulting codes 27 51 $35,000 PY2024
- P•••••• T••••••••• S••••••••• I••• codes 16 50 $25,976 PY2024
- B•••••••• Investment Management codes 28 51 $25,871 PY2024
- M• M•••••••• S••••••• C••••• I•• codes 16 50 $22,735 PY2024
- Melamud, Irina codes 10 50 $15,560 PY2024
- Amalgamted B••• codes 27 51 $10,976 PY2024
- S•••• Select Insurance Services codes 22 53 PY2024
- B••• M••••• Afl Cio S•••• I•••• Fun Sched. D C $29.7M PY2024
- R•••••• 2000 (r) Indx Sl Fund Sched. D C $5.5M PY2024
- S•••• codes 11 PY2024
- The S•••• Company (eastern S•••••) codes 11 22 50 $226,635 PY2023
- Friedman & Anspach codes 29 50 $134,547 PY2023
- David W. New, P.C. codes 29 50 $109,650 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $87,293 PY2023
- Graystone Consulting codes 19 27 51 70 $53,000 PY2023
- P•••••• T••••••••• S••••••••• I••• codes 16 50 $22,895 PY2023
- B•••••••• Investment Management codes 28 51 $21,745 PY2023
- D•••••• S•••••• A•••• M••••••••• codes 28 51 $18,999 PY2023
- M• M•••••••• S••••••• C••••• I•• codes 16 50 $17,251 PY2023
- Melamud, Irina codes 10 50 $15,084 PY2023
- S•••• Select Insurance Services codes 22 53 PY2023
- A•••••• Sl S•••• I•••• Fund Sched. D C $7.1M PY2023
- Russel 2000 (r) I•••• Sl Fund Sched. D C $5.1M PY2023
- S•••• codes 11 PY2023
What changed
10 events
- Dec 31, 2025Consultant changedinferenceS•••• M•••• A••••••• no longer appears on L•••• 8•• L•••• M••••••••• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with S•••• M•••• A•••••••askebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceP•••••• T••••••••• S••••••••• I••• no longer appears on L•••• 8•• L•••• M••••••••• P•••••• F•••'s Schedule C as general consultant (plan year 2025 vs 2024)with P•••••• T••••••••• S••••••••• I•••askebsa.dol.gov
- Dec 31, 2025Manager relationship startedD•••••• S•••••• A•••• M••••••••• appears on L•••• 8•• L•••• M••••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2025 vs 2024)with D•••••• S•••••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceAmalgamted B••• no longer appears on L•••• 8•• L•••• M••••••••• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with A••••••••• B••• o• N•• Y•••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceD•••••• S•••••• A•••• M••••••••• no longer appears on L•••• 8•• L•••• M••••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with D•••••• S•••••• A•••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceS•••• M•••• A••••••• appears on L•••• 8•• L•••• M••••••••• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with S•••• M•••• A•••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAmalgamted B••• appears on L•••• 8•• L•••• M••••••••• P•••••• F•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A••••••••• B••• o• N•• Y•••askebsa.dol.gov
- Sep 1, 2024Assets changedL•••• 8•• L•••• M••••••••• P•••••• F••• plan assets $93M -> $104M (+11.0%, 2023-09-01 to 2024-09-01)
- Sep 1, 2023Funded status changedL•••• 8•• L•••• M••••••••• P•••••• F••• funded ratio 33.6% -> 30.2% (2022-09-01 to 2023-09-01)
- Sep 1, 2023Assets changedL•••• 8•• L•••• M••••••••• P•••••• F••• plan assets $106M -> $93M (-11.9%, 2022-09-01 to 2023-09-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516099111-002
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.