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

Elevator Division Retirement Benefit Plan

Taft-Hartley planLong Island City, NY
Assets
$259M
Total assets, Oct 31, 2025 reported
Funded
109.4%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
12
none on the tape
Plan sponsor: Board of Trustees Elevator Division Retirement Plan
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.8%
  • Non-interest-bearing cash 0.4%
  • Other investments 6.6%
  • Common/collective trusts 47.6%
  • Common stock 31.5%
  • Real estate (other than employer real property) 10.6%
Consultants and advisers
10 firms
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
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Loomis Core Plus Full Disccollective trustLoomis Sayles & Company, L.P.Fixed income$46.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025Ibew Neca Equity Index Fundcollective trustChevy Chase TrustPublic equity$62.5M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025South Lasalle International Equitiecollective trustColumbia Asset ManagementPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2025International Equity Fundcollective trustRBC Global Asset ManagementPublic equity$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Loomis Core Plus Full Disccollective trustLoomis Sayles & Company, L.P.Fixed income$36.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Ibew Neca Equity Index Fundcollective trustChevy Chase TrustPublic equity$51.5M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024South Lasalle International Equitiecollective trustColumbia Asset ManagementPooled vehicles$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024International Equity Fundcollective trustRBC Global Asset ManagementPublic equity$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Loomis Core Plus Full Disccollective trustLoomis Sayles & Company, L.P.Fixed income$18.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Ibew Neca Equity Index Fundcollective trustChevy Chase TrustPublic equity$37.3M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023South Lasalle International Equitiecollective trustColumbia Asset ManagementPooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023International Equity Fundcollective trustRBC Global Asset ManagementPublic equity$10.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$259M Oct 31, 2025 reported Form 5500
$230M (2024-10) · $191M (2023-10)
Plan assets
$229M Nov 1, 2024 reported Form 5500
$189M (2023-11) · $181M (2022-11)
Net assets
$258M Oct 31, 2025 reported Form 5500
$229M (2024-10) · $190M (2023-10)
Funded ratio
109.4% Nov 1, 2024 reported Form 5500
106.7% (2023-11) · 106.7% (2022-11)
Participants
5,089 Nov 1, 2024 reported Form 5500
4,994 (2023-11) · 5,024 (2022-11)
Contributions
$5.0M Oct 31, 2025 reported Form 5500
$5.0M (2024-10) · $4.9M (2023-10)
Benefits paid
$8.1M Oct 31, 2025 reported Form 5500
$7.4M (2024-10) · $6.5M (2023-10)
Net investment income
$29.2M Oct 31, 2025 reported Form 5500
$39.1M (2024-10) · $8.7M (2023-10)
Investment management fees
$518,720 Oct 31, 2025 reported Form 5500
$468,922 (2024-10) · $434,553 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20255,089n/an/an/a$259Mn/an/a$27.4M
2023 to Oct 31, 20244,994n/an/an/a$230Mn/an/a$26.4M
2022 to Oct 31, 20235,024n/an/an/a$191Mn/an/a$28.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Oct 31, 2025Assets changed
    Elevator Division Retirement Benefit Plan total assets $230M -> $259M (+12.7%, 2024-10-31 to 2025-10-31)
    askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    CCA Longevity appears on Elevator Division Retirement Benefit Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with CCA Longevityaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Whitestar Advisors, LLC appears on Elevator Division Retirement Benefit Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Whitestar Advisors, LLCaskebsa.dol.gov
  • Nov 1, 2024Funded status changed
    Elevator Division Retirement Benefit Plan funded ratio 106.7% -> 109.4% (2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Nov 1, 2024Assets changed
    Elevator Division Retirement Benefit Plan plan assets $189M -> $229M (+20.7%, 2023-11-01 to 2024-11-01)
    askebsa.dol.gov
  • Oct 31, 2024Assets changed
    Elevator Division Retirement Benefit Plan total assets $191M -> $230M (+20.7%, 2023-10-31 to 2024-10-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 133523453-001
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.