DFX Intelligence

Allocator Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.

Taft-Hartley plan

I••••••••• U•••• o• E••••••••• L•••• 4•• P•••••• F•••

Taft-Hartley planWhite Plains, NY
Assets
$314,608
Total assets, Jun 30, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: L•••• 4•• P•••••• F•••
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 99.6%
Consultants and advisers
1 firms
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
18 readings
Total assets
$314,608 Jun 30, 2025 reported Form 5500
$402,565 (2024-06) · $325,196 (2023-06)
Net assets
$300,307 Jun 30, 2025 reported Form 5500
$386,706 (2024-06) · $322,317 (2023-06)
Participants
429 Jul 1, 2024 reported Form 5500
462 (2023-07) · 518 (2022-07)
Contributions
$797,286 Jun 30, 2025 reported Form 5500
$1.0M (2024-06) · $1.0M (2023-06)
Benefits paid
$779,971 Jun 30, 2025 reported Form 5500
$816,901 (2024-06) · $904,149 (2023-06)
Net investment income
$-86,399 Jun 30, 2025 reported Form 5500
$64,389 (2024-06) · $24,851 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025429n/an/an/a$314,608n/an/an/a
2023 to Jun 30, 2024462n/an/an/a$402,565n/an/an/a
2022 to Jun 30, 2023518n/an/an/a$325,196n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Amalgamated Employee Benefits Admi codes 13 50 $63,567 PY2024
  • Novak Francella, LLC codes 10 50 $15,000 PY2024
  • Cohen Weiss and Simon LLP codes 29 50 $10,690 PY2024
  • T•• S•••• G•••• codes 11 50 $7,000 PY2024
  • Amalgamated Employee Benefits Admi codes 13 50 $64,984 PY2023
  • Cohen Weiss and Simon LLP codes 29 50 $39,550 PY2023
  • Novak Francella, LLC codes 10 50 $15,000 PY2023
  • Milliman, Inc. codes 13 50 $12,000 PY2023
  • Amalgamated Employee Benefits Admi codes 13 $66,275 PY2022
  • Cohen Weiss and Simon LLP codes 29 50 $12,120 PY2022
  • Gitomer & Berenholz, PC codes 10 50 $11,250 PY2022
What changed
2 events
  • Jun 30, 2025Assets changed
    I••••••••• U•••• o• E••••••••• L•••• 4•• P•••••• F••• total assets $402,565 -> $314,608 (-21.8%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Jun 30, 2024Assets changed
    I••••••••• U•••• o• E••••••••• L•••• 4•• P•••••• F••• total assets $325,196 -> $402,565 (+23.8%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136696565-001
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.