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
U•••••• N•• Y••• E•••••••• P•••••• F•••
Taft-Hartley planSyracuse, NY
Assets
$455M
Total assets, Mar 31, 2025 reported
Funded
60.0%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
9
none on the tape
Plan sponsor: B• o• T•••• U•••••• N•• Y••• E•••••••• P•••••• F•••
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.1%
- U.S. Government securities 16.9%
- Other investments 0.0%
- Partnership/joint venture interests 1.7%
- Common/collective trusts 15.3%
- Registered investment companies 63.8%
- Real estate (other than employer real property) 0.2%
Consultants and advisers
8 firms
- V•••• S•••••••• General consultantthrough Mar 31, 2024 Form 5500
- U•••••• A••••••• G•••• Investment adviser (plan)through Mar 31, 2023 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• General consultantthrough Mar 31, 2023 Form 5500
- B••••• P•••••••• I••• Actuarythrough Mar 31, 2025 Form 5500
- P•••••••• T•••• C•• Custodianthrough Mar 31, 2023 Form 5500
- B••••• P••••••• N••••••••• I••• Actuarythrough Mar 31, 2023 Form 5500
- S•• I••••••••• C•••••• Trusteethrough Mar 31, 2023 Form 5500
- B••••• P••••••• N•• I••• Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- S•• C••• P••••••• C••••••••• F•••3 rows, latest Mar 31, 2025
- S•• G••••• P•••••• A••••• V• F•••3 rows, latest Mar 31, 2025
Commitments
9 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 Mar 31, 2025 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $39.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | S•• S•••••• S••••••••• C•••••••••collective trust | SEI Trust Company | Private credit | $21.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | S•• G••••• P•••••• A••••• V• C••collective trust | S•• G••••• P•••••• A••••• V• F••• | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $38.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | S•• S•••••• S••••••••• C•••••••••collective trust | SEI Trust Company | Private credit | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | S•• G••••• P•••••• A••••• V• C••collective trust | S•• G••••• P•••••• A••••• V• F••• | Pooled vehicles | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $41.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | S•• S•••••• S••••••••• C•••••••••collective trust | SEI Trust Company | Private credit | $17.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | S•• G••••• P•••••• A••••• V• C••collective trust | S•• G••••• P•••••• A••••• V• F••• | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 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 Mar 31, 2025 | 6,444 | n/a | n/a | n/a | $455M | $7.8M | n/a | $1.0M |
| 2023 to Mar 31, 2024 | 6,461 | n/a | n/a | n/a | $353M | n/a | n/a | $1.3M |
| 2022 to Mar 31, 2023 | 6,523 | n/a | n/a | n/a | $323M | n/a | n/a | $2.0M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investment Management Corp. codes 21 24 28 51 52 $1.4M PY2024
- Joseph W. Mccarthy & Associates codes 10 50 $109,724 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $105,781 PY2024
- Blitman & King, LLP codes 29 50 $88,722 PY2024
- B••••• P••••••• N•• I••• codes 11 50 $79,250 PY2024
- Slevin & Hart, P.C. codes 29 50 $70,446 PY2024
- P•••••••• codes 19 50 63 $44,261 PY2024
- Arcara, Zucarelli, Lenda & Assoc. codes 10 50 $36,966 PY2024
- U•••••• A••••••• G•••• codes 27 51 $24,800 PY2024
- The S•••• Co. (eastern S•••••), Inc codes 16 50 $23,187 PY2024
- Bridgeway Benefits Technologies codes 15 50 $11,081 PY2024
- V•••• S•••••••• codes 16 50 $10,057 PY2024
- S•••• Select Insurance Svc, Inc. codes 22 53 PY2024
- S•• G••••• P•••••• A••••• V• C•• Sched. D C $9.1M PY2024
- S•• C••• P••••••• C••••••••• I•• T• Sched. D C $39.1M PY2024
- SEI S•••••• S••••••••• Coll. Inv Tr Sched. D C $21.2M PY2024
- B••••• P•••••••• I••• codes 11 PY2024
- SEI Investment Management Corp. codes 21 24 28 51 52 $1.3M PY2023
- B••••• P••••••• N•• I••• codes 11 50 $184,995 PY2023
- Joseph W. Mccarthy & Associates codes 10 50 $92,692 PY2023
- Slevin & Hart, P.C. codes 29 50 $74,831 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $65,500 PY2023
- P•••••••• codes 19 50 63 $39,520 PY2023
- Blitman & King, LLP codes 29 50 $32,719 PY2023
- Arcara, Zucarelli, Lenda & Assoc. codes 10 50 $26,381 PY2023
- U•••••• A••••••• G•••• codes 27 51 $24,800 PY2023
- Bridgeway Benefit Technologies codes 15 50 $8,547 PY2023
- V•••• S•••••••• codes 16 50 $5,792 PY2023
- S•• C••• P••••••• C••••••••• I•• T• Sched. D C $38.4M PY2023
- SEI S•••••• S••••••••• Coll. Inv Tr Sched. D C $19.3M PY2023
- S•• G••••• P•••••• A••••• V• C•• Sched. D C $7.1M PY2023
- B••••• P••••••• N••••••••• I••• codes 11 PY2023
- SEI Investment Management Corp. codes 21 24 28 51 52 $1.5M PY2022
- Slevin & Hart, P.C. codes 29 50 $103,425 PY2022
- Joseph W. Mccarthy & Associates codes 10 50 $89,317 PY2022
- B••••• P••••••• N•• I••• codes 11 50 $81,400 PY2022
- Schultheis & Panettieri, LLP codes 10 50 $77,875 PY2022
- Blitman & King, LLP codes 29 50 $58,767 PY2022
- P•••••••• codes 19 50 63 $37,796 PY2022
- U•••••• A••••••• G•••• codes 27 50 $18,600 PY2022
- Arcara, Zucarelli, Lenda & Assoc. codes 10 50 $15,525 PY2022
- Jpmorgan Chase Bank, Na codes 49 50 62 $7,254 PY2022
- T•• S•••• C•• ••••••• S•••••• I••• codes 16 50 $7,133 PY2022
- V•••• S•••••••• codes 15 50 $6,274 PY2022
- Bridgeway Benefit Technologies codes 15 50 $5,184 PY2022
- Lawley Service Inc. codes 22 53 PY2022
- S•• G••••• P•••••• A••••• V• C•• Sched. D C $5.1M PY2022
- S•• C••• P••••••• C••••••••• I•• T• Sched. D C $41.8M PY2022
- SEI S•••••• S••••••••• Coll. Inv Tr Sched. D C $17.0M PY2022
- B••••• P••••••• N••••••••• I••• codes 11 PY2022
What changed
6 events
- Mar 31, 2025Assets changedU•••••• N•• Y••• E•••••••• P•••••• F••• total assets $353M -> $455M (+28.9%, 2024-03-31 to 2025-03-31)
- Dec 31, 2024Consultant changedinferenceThe S•••• Co. (eastern S•••••), Inc appears on U•••••• N•• Y••• E•••••••• P•••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)with T•• S•••• C•• ••••••• S•••••• I•••askebsa.dol.gov
- Apr 1, 2024Funded status changedU•••••• N•• Y••• E•••••••• P•••••• F••• funded ratio 55.8% -> 60.0% (2023-04-01 to 2024-04-01)
- Dec 31, 2023Consultant changedinferenceT•• S•••• C•• ••••••• S•••••• I••• no longer appears on U•••••• N•• Y••• E•••••••• P•••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)with T•• S•••• C•• ••••••• S•••••• I•••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceV•••• S•••••••• appears on U•••••• N•• Y••• E•••••••• P•••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)with V•••• S••••••••askebsa.dol.gov
- Apr 1, 2023Funded status changedU•••••• N•• Y••• E•••••••• P•••••• F••• funded ratio 60.9% -> 55.8% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 150614642-001
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.