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.
Taft-Hartley plan
The Retirement Plan of the Amalgamated Insurance Fund
Taft-Hartley planWhite Plains, NY
Assets
$4.0M
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: Board of Trustees - the Retirement Plan of the Amalgamated Ins. Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 77.6%
Consultants and advisers
1 firms
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
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
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 Dec 31, 2024 | 19,780 | n/a | n/a | n/a | $4.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 20,841 | n/a | n/a | n/a | $4.1M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 22,160 | n/a | n/a | n/a | $4.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Amalgamated Employee Benefits Admin codes 13 50 $1.1M PY2024
- Amalgamated Employee Benefits Admin codes 49 $46,779 PY2024
- The Segal Company codes 11 50 $40,449 PY2024
- Novak Francella LLC codes 10 50 $28,000 PY2024
- Amalgamated Life Insurance Company codes 49 $22,802 PY2024
- Amalgamated Bank codes 50 99 $20,252 PY2024
- Schulte Roth & Zabel, LLP codes 29 50 $12,763 PY2024
- Sovos Compliance LLC codes 49 PY2024
- Zelis Payments Holding LLC codes 49 PY2024
- Alliant Insurance Services, Inc codes 22 53 PY2024
- Amalgamated Employee Benefits Admin codes 13 50 $987,252 PY2023
- Amalgamated Employee Benefits Admin codes 49 $44,184 PY2023
- Amalgamated Life Insurance Company codes 49 $30,501 PY2023
- The Segal Company codes 11 50 $28,649 PY2023
- Novak Francella LLC codes 10 50 $28,000 PY2023
- Amalgamated Bank codes 50 99 $22,375 PY2023
- Schulte Roth & Zabel, LLP codes 29 50 $16,608 PY2023
- Sovos Compliance LLC codes 49 PY2023
- Zelis Payments Holding LLC codes 49 PY2023
- Alliant Insurance Services, Inc codes 22 53 PY2023
- Amalgamated Employee Benefits Admin codes 13 50 $1.1M PY2022
- Amalgamated Employee Benefits Admin codes 49 $45,608 PY2022
- Amalgamated Bank codes 50 99 $25,212 PY2022
- Amalgamated Life Insurance Company codes 49 $23,974 PY2022
- The Segal Company codes 11 50 $23,907 PY2022
- Novak Francella, LLC codes 10 50 $16,000 PY2022
- Sovo Compliance LLC codes 49 PY2022
- Redcard codes 49 PY2022
- Alliant Insurance Services, Inc codes 22 53 PY2022
- Zelis Payments Holding LLC codes 49 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 134920446-001
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.