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

I••••••••• A••••••••• o• H•••• F•••• I••••••••• • A••••• W•••••• L• 9• P•••••• F•••

Taft-Hartley planHudson, NY
Assets
$36.9M
Total assets, Dec 31, 2024 reported
Funded
84.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: I••••••••• A••••••••• o• H••••••••• I••••••••• • A••••• W•••••• L•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.2%
  • Other investments 19.1%
  • Common/collective trusts 1.0%
  • Registered investment companies 75.9%
Consultants and advisers
3 firms
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
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024C•••••••• S•••• D•••••••collective trustC••••••••Pooled vehicles$357,128 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023C•••••••• S•••• D•••••••collective trustC••••••••Pooled vehicles$338,916 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022C•••••••• S•••• D•••••••collective trustC••••••••Pooled vehicles$315,149 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$36.9M Dec 31, 2024 reported Form 5500
$34.5M (2023-12) · $32.2M (2022-12)
Plan assets
$34.4M Jan 1, 2024 reported Form 5500
$32.2M (2023-01) · $37.5M (2022-01)
Net assets
$36.7M Dec 31, 2024 reported Form 5500
$34.4M (2023-12) · $32.2M (2022-12)
Funded ratio
84.4% Jan 1, 2024 reported Form 5500
84.4% (2023-01) · 85.4% (2022-01)
Participants
183 Jan 1, 2024 reported Form 5500
176 (2023-01) · 177 (2022-01)
Contributions
$2.1M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $1.4M (2022-12)
Benefits paid
$2.9M Dec 31, 2024 reported Form 5500
$3.0M (2023-12) · $2.9M (2022-12)
Net investment income
$2.3M Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $-5.3M (2022-12)
Investment management fees
$113,571 Dec 31, 2024 reported Form 5500
$105,855 (2023-12) · $106,807 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024183n/an/an/a$36.9Mn/an/an/a
2023 to Dec 31, 2023176n/an/an/a$34.5Mn/an/an/a
2022 to Dec 31, 2022177n/an/an/a$32.2Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • Jan 1, 2023Assets changed
    I••••••••• A••••••••• o• H•••• F•••• I••••••••• • A••••• W•••••• L• 9• P•••••• F••• plan assets $37M -> $32M (-14.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136376169-001
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.