DFX Intelligence

Allocator Intelligence

Allied Industries Pension Plan

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $26.5M in assets, for 480 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$26.5M
Funded ratio
131.1%
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As of · the latest dated event for this allocator; each figure carries its own filing or report date
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Nothing material in the last 90 days. Last change: Jan 1, 2024, Allied Industries Pension Plan funded ratio 134.8% -> 131.1% (2023-01-01 to 2024-01-01).

Relationship network

16 connected entities

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.

Reading the network
  • Sponsor
  • 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 planShow
Taft-Hartley plan
Assets
$26.5M
Total assets, Dec 31, 2024 reported
Funded
131.1%
Jan 1, 2024
Private markets target
no policy read
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

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)

What changed

3 events
  • Jan 1, 2024Funded status changed
    Allied Industries Pension Plan funded ratio 134.8% -> 131.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    C. 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 changed
    Allied Industries Pension Plan plan assets $28M -> $23M (-17.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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
Total assets
$26.5M Dec 31, 2024 reported Form 5500
$24.9M (2023-12) · $23.4M (2022-12)
Plan assets
$24.8M Jan 1, 2024 reported Form 5500
$23.3M (2023-01) · $28.3M (2022-01)
Net assets
$26.4M Dec 31, 2024 reported Form 5500
$24.8M (2023-12) · $23.3M (2022-12)
Funded ratio
131.1% Jan 1, 2024 reported Form 5500
134.8% (2023-01) · 136.1% (2022-01)
Participants
480 Jan 1, 2024 reported Form 5500
503 (2023-01) · 521 (2022-01)
Contributions
$189,821 Dec 31, 2024 reported Form 5500
$202,306 (2023-12) · $228,561 (2022-12)
Benefits paid
$1.1M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.1M (2022-12)
Net investment income
$1.6M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · -$5.0M (2022-12)
Investment management fees
$96,891 Dec 31, 2024 reported Form 5500
$89,248 (2023-12) · $86,021 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024480Not disclosedNot disclosedn/a$26.5MNot disclosedNot disclosed$2.4M
2023 to Dec 31, 2023503Not disclosedNot disclosedn/a$24.9MNot disclosedNot disclosed$2.6M
2022 to Dec 31, 2022521Not disclosedNot disclosedn/a$23.4MNot disclosedNot disclosed$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

+29 more service providers

Every name, record and relationship behind this count, with the source on each.

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.

Not yet on record: fund commitments, managers.

Record history

3 dated events on the change ledger, latest event first
  • Funded status changed
    2024-01-01source on record
  • Manager relationship ended
    2023-12-31source on record
  • Total assets changed
    2023-01-01source on record

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

+6 connections on the graph