NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $2.6B in assets, for 52,508 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Martin Currie Inc no longer appears on NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers, 1 more manager, 16 more commitments and 11 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- NT Collective S&p 400 Index Fund Nl3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- Northern Trust Investments, Inc.12 commitments
- Amalgamated Bank3 commitments
- Amundi Pioneer3 commitments
Relationship network
59 connected entities19 observed commitments9 repeat counterparties18 dated commitments shown here, 2022 to 2024
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.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›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 planShowHide
Allocation policy
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 3.4%
- U.S. Government securities 7.1%
- Partnership/joint venture interests 18.2%
- Common/collective trusts 46.9%
- Registered investment companies 4.8%
- Common stock 8.5%
- Real estate (other than employer real property) 4.7%
Consultants and advisers
- Morgan Stanley Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2024 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough 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.
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People
Manager roster
- Northern Trust Investments, Inc.12 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Amundi Pioneer3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amundi Pioneerplan years
- Amalgamated Bankplan years
- T. Rowe Price Trust Companyplan years
+24 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceMartin Currie Inc no longer appears on NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Martin Currieaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceColumbia Management Investment Advi no longer appears on NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedClayton, Dubilier & Rice appears on NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Clayton Dubilier & Rice LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedNEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund total assets $2.3B -> $2.6B (+12.7%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Holding endedinferenceNEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund no longer reports T Rowe Price International Smallcap (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)with T Rowe Price International Smallcapaskebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $34,417 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 400 Index Fund Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $80.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $479M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 52,508 | Not disclosed | Not disclosed | n/a | $2.6B | $473M | Not disclosed | $123M |
| 2023 to Dec 31, 2023 | 49,908 | Not disclosed | Not disclosed | n/a | $2.3B | $374M | Not disclosed | $134M |
| 2022 to Dec 31, 2022 | 48,716 | Not disclosed | Not disclosed | n/a | $2.1B | $254M | Not disclosed | $169M |
- Nyhtc Health Center Inc. codes 50 72 $2.9M PY2024
- Morgan Stanley codes 27 51 $1.2M PY2024
- Nyhtc Health Benefits Fund codes 15 50 $959,714 PY2024
+109 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+13 more changes on this record's ledger
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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
+34 connections on the graph
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