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
Local 150 Hotel and Industry Pension Plan
Taft-Hartley planHudson, NY
Assets
$1.3M
Total assets, Dec 31, 2024 reported
Funded
61.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Local 150 Hotel and Industry Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.6%
- Non-interest-bearing cash 2.1%
- Registered investment companies 90.4%
Consultants and advisers
2 firms
- Bpas Actuarial and Pension Services Actuarythrough Dec 31, 2022 Form 5500
- Kestra Advisory Services Custodianthrough Dec 31, 2022 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
Net investment income
$23,179 (2023-12) · $-396,984 (2022-12)
Investment management fees
$12,500 (2023-12) · $12,500 (2022-12)
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 Dec 31, 2024 | 221 | n/a | n/a | n/a | $1.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 226 | n/a | n/a | n/a | $1.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 233 | n/a | n/a | n/a | $1.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- UHY Advisors codes 14 15 50 $32,599 PY2024
- Bpas Actuarial & Pension Services codes 11 50 $27,805 PY2024
- Holm & O'Hara, LLP codes 29 50 $17,711 PY2024
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $14,950 PY2024
- Gallagher Fiduciary Advisors LLC codes 19 50 $12,500 PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- UHY Advisors codes 14 15 50 $38,329 PY2023
- Bpas Actuarial & Pension Services codes 11 50 $34,320 PY2023
- Holm & O'Hara, LLP codes 29 50 $31,119 PY2023
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $14,500 PY2023
- Gallagher Fiduciary Advisors LLC codes 19 50 $12,500 PY2023
- Bpas Actuarial & Pension Services codes 11 PY2023
- UHY Advisors codes 14 15 50 $29,130 PY2022
- Bpas Actuarial & Pension Services codes 11 50 $21,125 PY2022
- Dermody, Burke & Brown, CPAS, LLC codes 10 50 $13,100 PY2022
- Kestra Advisory Services, LLC codes 19 50 $12,500 PY2022
- Holm & O'Hara, LLP codes 29 50 $11,917 PY2022
- Graham, Newton and Mcmahon codes 23 73 $6,625 PY2022
- Bpas Actuarial & Pension Services codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedLocal 150 Hotel and Industry Pension Plan funded ratio 64.4% -> 61.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedLocal 150 Hotel and Industry Pension Plan plan assets $2M -> $1M (-24.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 156025164-001
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.