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•• I•• P•••••• P•••

Taft-Hartley planChappaqua, NY
Assets
$70.2M
Total assets, Sep 30, 2025 reported
Funded
103.4%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
12
none on the tape
Plan sponsor: J•••• B•••• o• T••••••• o• L•••• 8•• I•• P•••••• F•••
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 1.2%
  • U.S. Government securities 10.1%
  • Partnership/j•••• venture interests 6.5%
  • Common/collective trusts 75.2%
  • Pooled separate accounts 3.6%
  • Registered inv•••ment companies 1.0%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$38.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025P••••••••• C••• P••• B••• F•••collective trustP••••••••• T•••• C••Fixed income$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025P•••••••• U••• P••••••• S•••separate accountP••••••••Real estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$39.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024P••••••••• C••• P••• B••• F•••collective trustP••••••••• T•••• C••Fixed income$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024P•••••••• U••• P••••••• S•••separate accountP••••••••Real estate$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023A•• L•••• E••••• I•••• F•••collective trustA•••••• E••••• F•••Public equity$33.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023P••••••••• C••• P••• B••• F•••collective trustP••••••••• T•••• C••Fixed income$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023P•••••••• U••• P••••••• S•••separate accountP••••••••Real estate$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023I•••••• B••••••••• A••••••••• T•collective trustI•••••• B••••••••• A••••• T••••Multi-asset$3.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$70.2M Sep 30, 2025 reported Form 5500
$71.0M (2024-09) · $62.0M (2023-09)
Net assets
$70.1M Sep 30, 2025 reported Form 5500
$70.9M (2024-09) · $61.9M (2023-09)
Funded ratio
103.4% Oct 1, 2024 reported Form 5500
107.3% (2023-10) · 110.3% (2022-10)
Participants
1,743 Oct 1, 2024 reported Form 5500
1,629 (2023-10) · 1,586 (2022-10)
Contributions
$2.4M Sep 30, 2025 reported Form 5500
$2.2M (2024-09) · $1.8M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,743n/an/an/a$70.2M$4.5Mn/an/a
2023 to Sep 30, 20241,629n/an/an/a$71.0M$4.4Mn/an/a
2022 to Sep 30, 20231,586n/an/an/a$62.0M$4.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
12 events
  • Dec 31, 2024Manager relationship endedinference
    B••• W•••••••• A•••• M••••••••• no longer appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as inv•••ment manager (p••• year 2024 vs 2023)
    with B••• W•••••••• A•••• M•••••••••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    P•••••• T••••••••• S•••••••• no longer appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as general consultant (p••• year 2024 vs 2023)
    with P•••••• T••••••••• S••••••••• I•••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    H•••••• A•••••••• S•••••••, LLC appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as general consultant (p••• year 2024 vs 2023)
    with H•••••• A•••••••• S•••••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    P••••••••• T•••• C•• no longer appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as inv•••ment manager (p••• year 2024 vs 2023)
    with P••••••••• T•••• C••askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    B•••••••• B•••••• T••••••••• no longer appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as general consultant (p••• year 2024 vs 2023)
    with B•••••••• B•••••• T•••••••••askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    I•••••• T•••• C•••••• no longer appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as inv•••ment manager (p••• year 2024 vs 2023)
    with I•••••• T•••• C••••••askebsa.dol.gov
  • Oct 1, 2024Funded status changed
    L•••• 8•• I•• P•••••• P••• funded ratio 107.3% -> 103.4% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    L•••• 8•• I•• P•••••• P••• p••• assets $62M -> $71M (+14.3%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    L•••• 8•• I•• P•••••• P••• total assets $62M -> $71M (+14.4%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    P•••••• T••••••••• S•••••••• appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as general consultant (p••• year 2023 vs 2022)
    with P•••••• T••••••••• S••••••••• I•••askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    B•••••••• B•••••• T••••••••• appears on L•••• 8•• I•• P•••••• P•••'s Schedule C as general consultant (p••• year 2023 vs 2022)
    with B•••••••• B•••••• T•••••••••askebsa.dol.gov
  • Oct 1, 2023Funded status changed
    L•••• 8•• I•• P•••••• P••• funded ratio 110.3% -> 107.3% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116204268-001
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.