Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Englewood Cliffs, New Jersey, reporting $21.4M in assets, for 242 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jan 31, 2025, Holding ended.
This allocator's name, 2 more advisers, 1 more manager, 12 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Longview Core Bond Fund3 commitments
- Neuberger Berman Strategic Multi-Se3 commitments
- Blackrock Msci Acwi Ex-Us Index Fd2 commitments
- Amalgamated Bank of New York5 commitments
- Amalgamated Bank5 commitments
- Neuberger Berman Trust Company, Na3 commitments
Relationship network
28 connected entities15 observed commitments11 repeat counterpartiescommitments 2023 to 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 10.8%
- Non-interest-bearing cash 1.4%
- Partnership/joint venture interests 12.4%
- Common/collective trusts 74.8%
Consultants and advisers
- Reynolds Consulting Services, LLC Investment adviser (plan)through Jan 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jan 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jan 31, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Amalgamated Bank of New York5 rows, latest Jan 31, 2025
- Amalgamated Bank5 rows, latest Jan 31, 2025
- Neuberger Berman Trust Company, Na3 rows, latest Jan 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Blackrockplan years
What changed
- Jan 31, 2025Holding endedinference
- Jan 31, 2025Holding started
- Jan 31, 2025Holding endedinference
- Jan 31, 2025Holding endedinference
- Jan 31, 2025Holding endedinference
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $10.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jan 31, 2025 | 242 | Not disclosed | Not disclosed | n/a | $21.4M | $2.6M | Not disclosed | Not disclosed |
| 2023 to Jan 31, 2024 | 254 | Not disclosed | Not disclosed | n/a | $22.8M | $2.8M | Not disclosed | Not disclosed |
| 2022 to Jan 31, 2023 | 244 | Not disclosed | Not disclosed | n/a | $23.2M | $2.9M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 50 $89,370 PY2024
- O'Donoghue & O'Donoghue, LLP codes 29 50 $59,699 PY2024
- Novak Francella, LLC codes 10 50 $41,693 PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-01-31source on record
- Holding in a pooled vehicle started2025-01-31source on record
- Holding in a pooled vehicle ended2025-01-31source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
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