DFX Intelligence

This allocator's name, 3 more advisers, 7 more managers and 20 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Taft-Hartley plan in New York

Taft-Hartley plan· New York, New York

Taft-Hartley plan, based in New York, New York, reporting $1.1B in assets, for 42,613 participants.

Composed from this allocator's classification, location and filed figures.

As of Dec 31, 2023 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $1.1B
Funded ratio: 74.5%
Fund commitments: 14
Managers: 10

View relationships

Open searches Plans backing its top manager Similar plans, same strategy Commitments (14)Allocation policy Managers

As of Dec 31, 2023 · the latest dated event for this allocator; each figure carries its own filing or report date

Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2023, Changed investment consultant to Principal Real Estate Investors,llc.

This allocator's name, 3 more advisers, 7 more managers and 20 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in New York

Funds committed to

Russell 1000 Growth Index Nl Fund2 commitments
EB Temporary Investment2 commitments
CF Wa Floating Rate High Income Fd2 commitments

All 14

Managers

Western Asset Mgmt Company, LLC6 commitments
State Street Global Advisors Trust2 commitments
BNY Mellon2 commitments

All 10

Relationship network

69 connected entities23 observed commitments20 repeat counterparties19 dated commitments shown here, 2022 to 2023

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor
Fund or vehicle
Service provider

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$1.1B

Total assets, Dec 31, 2023 reported

Funded

74.5%

Jan 1, 2023

Private markets target

no policy read

policy Dec 31, 2023

Commitments

4 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2023

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.1%
Corporate debt instruments (other) 3.7%
U.S. Government securities 3.8%
Other investments 34.5%
103-12 investment entities 1.4%
Common/collective trusts 14.7%
Pooled separate accounts 0.9%
Common stock 31.1%
Real estate (other than employer real property) 6.3%

Consultants and advisers

6 firms

Principal Real Estate Investors,llc General consultantthrough Dec 31, 2023 Form 5500
Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

10 managers on the commitment tape

From the plan’s own commitment disclosures

Western Asset Mgmt Company, LLC6 rows, latest Dec 31, 2023
State Street Global Advisors Trust2 rows, latest Dec 31, 2023
BNY Mellon2 rows, latest Dec 31, 2023

+7 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

From Schedule C (investment management, code 28)

TCW Investment Management Companyplan years 2022
Western Asset Mgmt Company, LLCplan years 2022
Harbourvest Partners LPplan years

+15 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

What changed

5 events

Dec 31, 2023Holding endedinference
with CF Wa Emg Corp Credit LLC$540Kaskebsa.dol.gov
Dec 31, 2023Holding started
with Western Asset US Core Bond, LLC$665Kaskebsa.dol.gov
Dec 31, 2023Holding endedinference
with Alger$39.2Maskebsa.dol.gov
Dec 31, 2023Consultant changedinference
with Principal Real Estate Investors,llcaskebsa.dol.gov
Jan 1, 2023Assets changed
down $129Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

23 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2023	Russell 1000 Growth Index Nl Fundcollective trust	State Street Global Advisors Trust	Pooled vehicles	$51.8M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	EB Temporary Investmentcollective trust	BNY Mellon	Pooled vehicles	$37.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	CF Wa Floating Rate High Income Fd103 12 ie	Western Asset Management	Fixed income	$1.7M held	Disclosed holding	askebsa.dol.gov

+20 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

20 readings

Total assets

$1.1B Dec 31, 2023 reported Form 5500

$985M (2022-12)

Plan assets

$949M Jan 1, 2023 reported Form 5500

$1.1B (2022-01)

Net assets

$1.0B Dec 31, 2023 reported Form 5500

$949M (2022-12)

Funded ratio

74.5% Jan 1, 2023 reported Form 5500

72.7% (2022-01)

Participants

42,613 Jan 1, 2023 reported Form 5500

42,170 (2022-01)

Contributions

$79.8M Dec 31, 2023 reported Form 5500

$76.1M (2022-12)

Benefits paid

$88.9M Dec 31, 2023 reported Form 5500

$86.6M (2022-12)

Net investment income

$74.2M Dec 31, 2023 reported Form 5500

-$129M (2022-12)

Investment management fees

$2.6M Dec 31, 2023 reported Form 5500

$4.3M (2022-12)

Form 5500 filings

2 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2023 to Dec 31, 2023	42,613	Not disclosed	Not disclosed	n/a	$1.1B	Not disclosed	Not disclosed	$67.3M
2022 to Dec 31, 2022	42,170	Not disclosed	Not disclosed	n/a	$985M	Not disclosed	Not disclosed	$69.3M

Service providers and investment entities as filed (Schedule C and D, latest year first)

1199seiu National Benefit Fund codes 99 $5.0M PY2023
Kpmg LLP codes 10 $207,277 PY2023
3bf Partners, LLC codes 99 $147,027 PY2023

+84 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Oct 6, 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.

Capital chain

This record sits on 17 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 17 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

7 dated events on the change ledger, latest event first

Holding in a pooled vehicle ended
2023-12-31source on record
Holding in a pooled vehicle ended
2023-12-31source on record
Holding in a pooled vehicle started
2023-12-31source on record

+4 more changes on this record's ledger

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+27 connections on the graph