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
S•••••• E•••••••• P•••••• F••• o• U•••••• N• U•••••• N•• Y•••
Taft-Hartley planSyracuse, NY
Assets
$230M
Total assets, Dec 31, 2024 reported
Funded
99.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
4
none on the tape
Plan sponsor: S•••••• E•••••••• P•••••• F••• o• U•••••• N•
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 0.0%
- Other investments 0.0%
- Common/collective trusts 10.1%
- Master trust investment accounts 0.0%
- Registered investment companies 88.5%
Consultants and advisers
2 firms
- U•••••• A••••••• G•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- C•••••• Actuarythrough Dec 31, 2022 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 Dec 31, 2024
- S•• G••••• P•••••• A••••• V• F•••1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- S•• I••••••••• C••••••plan years 2023
- S••plan years 2022
Commitments
4 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 Dec 31, 2024 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $19.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | S•• G••••• P•••••• A••••• V• C••collective trust | S•• G••••• P•••••• A••••• V• F••• | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $22.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | S•• C••• P••••••• C••••••••• I•• T•collective trust | S•• C••• P••••••• C••••••••• F••• | Real estate | $23.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$867,847 (2023-12) · $815,167 (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 | 9,043 | n/a | n/a | n/a | $230M | n/a | $1,899 | n/a |
| 2023 to Dec 31, 2023 | 8,926 | n/a | n/a | n/a | $216M | n/a | $13,466 | n/a |
| 2022 to Dec 31, 2022 | 9,084 | n/a | n/a | n/a | $195M | n/a | $25,513 | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sei codes 28 50 $896,888 PY2024
- C•••••• codes 11 50 $213,428 PY2024
- Brittany Buffum codes 30 50 $110,261 PY2024
- David Rowe codes 30 50 $81,018 PY2024
- Modern Administration Systems codes 40 50 $71,580 PY2024
- Blitman & King codes 29 50 $66,642 PY2024
- Stacy Bishop codes 30 50 $54,631 PY2024
- Kayla Lamandia codes 30 50 $49,572 PY2024
- Theresa Christian codes 30 50 $37,346 PY2024
- Tina Turner codes 30 50 $33,963 PY2024
- Seiu Local 200united Building Corp codes 49 50 $32,102 PY2024
- Bonadio & Co., LLP codes 10 50 $31,485 PY2024
- Angela Washington codes 30 50 $22,693 PY2024
- Brian Boise codes 30 50 $17,408 PY2024
- Integra Consulting codes 49 50 $15,085 PY2024
- U•••••• Advisors codes 27 50 $15,000 PY2024
- Pension Benefit Information codes 49 50 $12,260 PY2024
- Income Plus Investment Fund Sched. D M $1,899 PY2024
- SEI C••• P••••••• C••••••••• Invest Sched. D C $19.8M PY2024
- SEI Global P•••••• Assets Sched. D C $3.5M PY2024
- C••••••, Inc. codes 11 PY2024
- Sei codes 28 50 $852,847 PY2023
- C•••••• codes 11 50 $127,902 PY2023
- Brittany Buffum codes 30 50 $96,615 PY2023
- Blitman & King codes 29 50 $81,752 PY2023
- Theresa Christian codes 30 50 $61,037 PY2023
- Modern Administration Systems codes 40 50 $58,320 PY2023
- David Rowe codes 30 50 $50,869 PY2023
- Stacy Bishop codes 30 50 $46,139 PY2023
- Kayla Lamandia codes 30 50 $45,794 PY2023
- Brian Boise codes 30 50 $45,672 PY2023
- Bonadio & Co., LLP codes 10 50 $30,315 PY2023
- Seiu Local 200united Building Corp codes 49 50 $28,075 PY2023
- TPA Computer Corporation codes 49 50 $19,250 PY2023
- U•••••• Advisors codes 27 50 $15,000 PY2023
- Pension Benefit Information codes 49 50 $14,788 PY2023
- Integra Consulting codes 49 50 $12,546 PY2023
- Seiu Local200united codes 49 50 $6,763 PY2023
- Income Plus Investment Fund Sched. D M $13,466 PY2023
- SEI C••• P••••••• C••••••••• Invest Sched. D C $22.1M PY2023
- C••••••, Inc. codes 11 PY2023
- Sei codes 28 50 $800,167 PY2022
- Beth Barrett codes 30 50 $147,000 PY2022
- C•••••• codes 11 50 $129,974 PY2022
- David Rowe codes 30 50 $77,831 PY2022
- Blitman & King codes 29 50 $73,209 PY2022
- Brittany Buffum codes 30 50 $71,885 PY2022
- Theresa Christian codes 30 50 $61,662 PY2022
- Christine Bevard codes 30 50 $55,362 PY2022
- Lori Hodge codes 30 50 $36,623 PY2022
- Bonadio & Co., LLP codes 10 50 $30,790 PY2022
- Sara Meal codes 30 50 $28,826 PY2022
- Seiu Local200united codes 49 50 $23,080 PY2022
- U•••••• Advisors codes 27 50 $15,000 PY2022
- Kayla Lamandia codes 30 50 $8,392 PY2022
- Stacy Bishop codes 30 50 $6,714 PY2022
- Julie Knight codes 30 50 $6,378 PY2022
- Income Plus Investment Fund Sched. D M $25,513 PY2022
- SEI C••• P••••••• C••••••••• Invest Sched. D C $23.0M PY2022
- C••••••, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding startedS•••••• E•••••••• P•••••• F••• o• U•••••• N• U•••••• N•• Y••• first reports an interest in S•• G••••• P•••••• A••••• V• C•• (S•• G••••• P•••••• A••••• V• F•••): $3M at 2024-12-31with S•• G••••• P•••••• A••••• V• F•••askebsa.dol.gov
- Jan 1, 2024Funded status changedS•••••• E•••••••• P•••••• F••• o• U•••••• N• U•••••• N•• Y••• funded ratio 96.2% -> 99.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedS•••••• E•••••••• P•••••• F••• o• U•••••• N• U•••••• N•• Y••• plan assets $195M -> $215M (+10.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedS•••••• E•••••••• P•••••• F••• o• U•••••• N• U•••••• N•• Y••• total assets $195M -> $216M (+10.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedS•••••• E•••••••• P•••••• F••• o• U•••••• N• U•••••• N•• Y••• plan assets $221M -> $195M (-12.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160908576-001
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.