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
Allied Industries Pension Plan
Taft-Hartley planNEW York, NY
Assets
$26.5M
Total assets, Dec 31, 2024 reported
Funded
131.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Allied Industries Pension Fund Local 427
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (preferred) 7.8%
- U.S. Government securities 17.4%
- Registered investment companies 64.3%
- Real estate (other than employer real property) 9.0%
Consultants and advisers
3 firms
- Dahab Associates General consultantthrough Dec 31, 2022 Form 5500
- Summit A.S. LLC Obo Dickinson Grp Actuarythrough Dec 31, 2024 Form 5500
- Summit A.S. LLC Obo Dickinson Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- C.S. Mckeeplan years 2022
- International Real Estate Corporatiplan years 2022
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
Investment management fees
$89,248 (2023-12) · $86,021 (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 | 480 | n/a | n/a | n/a | $26.5M | n/a | n/a | $2.4M |
| 2023 to Dec 31, 2023 | 503 | n/a | n/a | n/a | $24.9M | n/a | n/a | $2.6M |
| 2022 to Dec 31, 2022 | 521 | n/a | n/a | n/a | $23.4M | n/a | n/a | $3.1M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cohen, Weiss & Simon LLP codes 29 50 $367,303 PY2024
- Blankrome codes 29 50 $90,431 PY2024
- DAY Pitney LLP codes 29 50 $62,914 PY2024
- C. S. Mckee LP codes $56,872 PY2024
- DH Cook Associates, Inc codes 14 50 $42,000 PY2024
- Rogoff & Company PC codes 10 50 $28,159 PY2024
- U.S. Real Estate Investment Fund, L codes 28 $27,519 PY2024
- Dahab Associates Inc codes 16 50 $12,500 PY2024
- Dickinson Group, LLC codes $12,000 PY2024
- Erisa Advisory Group codes 29 50 $11,240 PY2024
- Peter Mitchell codes 20 $6,407 PY2024
- Anne Ahsanuddin codes 20 $6,000 PY2024
- Summit A.S. LLC Obo Dickinson Grp codes 11 PY2024
- Cohen, Weiss & Simon LLP codes 29 50 $338,938 PY2023
- Blankrome codes 29 50 $113,707 PY2023
- Day Pitney LLP codes 29 50 $70,483 PY2023
- C. S. Mckee LP codes $49,247 PY2023
- DH Cook Associates, Inc codes 14 50 $42,000 PY2023
- Rogoff & Company PC codes 10 50 $28,105 PY2023
- U.S. Real Estate Investment Fund, L codes 28 $27,501 PY2023
- Dahab Associates Inc codes 16 50 $12,500 PY2023
- Dickinson Group, LLC codes $12,000 PY2023
- Summit A.S. LLC Obo Dickinson LLC codes 11 PY2023
- Cohen, Weiss & Simon LLP codes 29 50 $100,605 PY2022
- C. S. Mckee LP codes 28 $46,020 PY2022
- DH Cook Associates, Inc codes 14 50 $42,000 PY2022
- U.S. Real Estate Investment Fund, L codes 28 $27,501 PY2022
- Rogoff & Company PC codes 10 50 $26,008 PY2022
- Dahab Associates Inc codes 16 50 $12,500 PY2022
- Blankrome codes 29 50 $12,186 PY2022
- Dickinson Group, LLC codes $12,000 PY2022
- Summit A.S. LLC Obo Dickinson LLC codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedAllied Industries Pension Plan funded ratio 134.8% -> 131.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceC. S. Mckee LP no longer appears on Allied Industries Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with C.S. Mckeeaskebsa.dol.gov
- Jan 1, 2023Assets changedAllied Industries Pension Plan plan assets $28M -> $23M (-17.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226195465-001
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.