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
L••••••• L•••• 9• P•••••• P•••
Taft-Hartley planNiagara Falls, NY
Assets
$3.1M
Total assets, May 31, 2025 reported
Funded
6.6%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• L••••••• L•••• N•• 9• P•••••• F•••
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.3%
- Non-interest-bearing cash 22.7%
- U.S. Government securities 5.9%
- Other investments 2.9%
- Partnership/joint venture interests 0.2%
- Registered investment companies 24.5%
- Real estate (other than employer real property) 21.1%
Consultants and advisers
6 firms
- J•• C••••••• C••••••••• General consultantthrough May 31, 2023 Form 5500
- W•••• F•••• A•••••••• L•• Investment adviser (plan)through May 31, 2023 Form 5500
- M••••• S•••••• S•••• B•••••• L•• Custodianthrough May 31, 2024 Form 5500
- A••••••• Actuarythrough May 31, 2024 Form 5500
- C••••• A••••••••• Actuarythrough May 31, 2023 Form 5500
- M••••• S•••••• S•••• B••••• Custodianthrough May 31, 2023 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
30 readings
Investment management fees
$41,710 (2024-05) · $66,913 (2023-05)
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 May 31, 2025 | 589 | n/a | n/a | n/a | $3.1M | $6,291 | n/a | $664,178 |
| 2023 to May 31, 2024 | 574 | n/a | n/a | n/a | $6.6M | $8,899 | n/a | $995,615 |
| 2022 to May 31, 2023 | 588 | n/a | n/a | n/a | $10.2M | $12,291 | n/a | $1.1M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- L••••••• L•••• 91 Welfare Fund codes 15 49 $130,520 PY2024
- A••••••• codes 11 $110,344 PY2024
- Arcara Lenda Eusanio & Stacey Cpa's codes 10 $51,453 PY2024
- Lipsitz Green Scime & Cambria codes 29 $24,076 PY2024
- J•• C••••••• C••••••••• Inc. codes 15 16 $19,744 PY2024
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 71 72 99 $14,919 PY2024
- A••••••• codes 11 PY2024
- L••••••• L•••• 91 Welfare Fund codes 15 49 $123,717 PY2023
- A••••••• codes 11 $49,000 PY2023
- Arcara Lenda Eusanio & Stace Cpa's codes 10 $48,692 PY2023
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 71 72 99 $24,873 PY2023
- Lipsitz Green Scime & Cambria codes 29 $15,396 PY2023
- W•••• F•••• Bank codes 27 $14,380 PY2023
- J•• C••••••• C••••••••• Inc. codes 15 16 $9,163 PY2023
- A••••••• codes 11 PY2023
- Arcara Lenda Eusanio & Stacey CPA codes 10 $54,859 PY2022
- C••••• A••••••••• Inc codes 11 $39,894 PY2022
- M••••• S•••••• S•••• B••••• LLC codes 19 27 33 49 50 51 71 72 99 $38,640 PY2022
- L••••••• L•••• 91 Welfare Fund codes 15 49 $29,571 PY2022
- W•••• F•••• Bank codes 27 $25,176 PY2022
- Lipsitz Green Scime & Cambria codes 29 $18,328 PY2022
- J•• C••••••• C••••••••• Inc. codes 15 16 $7,907 PY2022
- C••••• A••••••••• Inc. codes 11 PY2022
What changed
7 events
- May 31, 2025Assets changedL••••••• L•••• 9• P•••••• P••• total assets $7M -> $3M (-52.4%, 2024-05-31 to 2025-05-31)
- Dec 31, 2024Consultant changedinferenceW•••• F•••• Bank no longer appears on L••••••• L•••• 9• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with W•••• F•••• A•••••••• L••askebsa.dol.gov
- Jun 1, 2024Funded status changedL••••••• L•••• 9• P•••••• P••• funded ratio 10.8% -> 6.6% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedL••••••• L•••• 9• P•••••• P••• plan assets $10M -> $6M (-38.3%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedL••••••• L•••• 9• P•••••• P••• total assets $10M -> $7M (-35.0%, 2023-05-31 to 2024-05-31)
- Jun 1, 2023Funded status changedL••••••• L•••• 9• P•••••• P••• funded ratio 15.2% -> 10.8% (2022-06-01 to 2023-06-01)
- Jun 1, 2023Assets changedL••••••• L•••• 9• P•••••• P••• plan assets $14M -> $10M (-29.7%, 2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516031768-001
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.