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
A••••••••• S••• I••••••••• B••••••••• o• S••• • A••••• C•••••••• P•••••• T••••
Taft-Hartley planWhite Plains, NY
Assets
$1.9M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: B•• A••••••••• S••• I••••••••• B•••••• o• S••• • A••••• C••••••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 82.5%
- Non-interest-bearing cash 16.9%
Consultants and advisers
3 firms
- B•••••••• A•••• A••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- B••••• T•••• W••••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- B••••• T•••• a•• I•• M••• C•2 rows, latest Dec 31, 2023
Commitments
2 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 Dec 31, 2023 | B••••• T•••• B••••••• R••••••••• F•collective trust | B••••• T•••• a•• I•• M••• C• | Multi-asset | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | B••••• T•••• B••••••• R••••••••• F•collective trust | B••••• T•••• a•• I•• M••• C• | Multi-asset | $5.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
15 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 | 281 | n/a | n/a | n/a | $1.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 294 | n/a | n/a | n/a | $6.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 327 | n/a | n/a | n/a | $6.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••••• Trust & Inv M••• codes 19 28 51 $44,613 PY2024
- S•••• Roitman codes 29 50 $28,560 PY2024
- S•••• Company codes 11 50 $26,000 PY2024
- Amalgamated codes 13 50 $25,179 PY2024
- Manzi & Associates, LLC codes 10 50 $12,212 PY2024
- B•••••••• A•••• A••••••• codes 27 50 $5,000 PY2024
- B••••• Trust & Investment Retiremen Sched. D C PY2024
- B••••• Trust & Inv M••• codes 19 28 51 $41,001 PY2023
- Amalgamated codes 13 50 $26,519 PY2023
- S•••• Company codes 11 50 $21,500 PY2023
- S•••• Roitman codes 29 50 $17,199 PY2023
- Manzi & Associates, LLC codes 10 50 $11,940 PY2023
- B••••• Trust & Investment Retiremen Sched. D C $6.0M PY2023
- B••••• Trust & Inv M••• codes 19 28 51 $40,444 PY2022
- Amalgamated codes 13 50 $25,704 PY2022
- S•••• Company codes 11 50 $21,500 PY2022
- Manzi & Associates, LLC codes 10 50 $12,000 PY2022
- S•••• Roitman codes 29 50 $5,000 PY2022
- B••••• Trust & Investment Retiremen Sched. D C $5.7M PY2022
What changed
2 events
- Dec 31, 2024Consultant changedinferenceB•••••••• A•••• A••••••• appears on A••••••••• S••• I••••••••• B••••••••• o• S••• • A••••• C•••••••• P•••••• T••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with B•••••••• A•••• A•••••••askebsa.dol.gov
- Dec 31, 2024Assets changedA••••••••• S••• I••••••••• B••••••••• o• S••• • A••••• C•••••••• P•••••• T•••• total assets $7M -> $2M (-70.8%, 2023-12-31 to 2024-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 046243516-001
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.