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
L••••••• L•••• 2•• P•••••• F•••
Taft-Hartley planElmsford, NY
Assets
$111M
Total assets, Dec 31, 2025 reported
Funded
99.2%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
4 managers on Schedule C
Plan sponsor: B•••• o• T••••••• L••••••• L•••• 2•• P•••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Corporate debt instruments (preferred) 9.3%
- U.S. Government securities 24.5%
- Other loans 0.4%
- Partnership/joint venture interests 4.4%
- Common stock 57.4%
Consultants and advisers
5 firms
- M•••••• L••••••••• • S•••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- I••••••••• R••• E••••• C•••••••• Custodianthrough Dec 31, 2025 Form 5500
- T•• S•••• C•• ••••••• S•••••• I••• Actuarythrough Dec 31, 2025 Form 5500
- B••• o• A•••••• Custodianthrough Dec 31, 2025 Form 5500
- S•••• Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- S••••• B•••• A••••••••• I•••plan years 2025
- T•• B••••• C••••••plan years 2025
- C••••••••• I••••••••• L••plan years 2025
- L••••• A•••• M••••••••• L••plan years 2025
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
40 readings
Total assets
$104M (2024-12) · $96.8M (2023-12) · $88.5M (2022-12)
Plan assets
$96.3M (2024-01) · $87.9M (2023-01) · $112M (2022-01)
Net assets
$103M (2024-12) · $96.3M (2023-12) · $87.9M (2022-12)
Contributions
$4.9M (2024-12) · $5.0M (2023-12) · $4.0M (2022-12)
Benefits paid
$10.0M (2024-12) · $9.1M (2023-12) · $9.1M (2022-12)
Net investment income
$7.2M (2024-12) · $8.4M (2023-12) · $-23.9M (2022-12)
Investment management fees
$501,648 (2024-12) · $413,030 (2023-12) · $472,685 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,556 | n/a | n/a | n/a | $111M | $4.8M | n/a | n/a |
| 2024 to Dec 31, 2024 | 1,582 | n/a | n/a | n/a | $104M | $3.8M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,437 | n/a | n/a | n/a | $96.8M | $4.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,473 | n/a | n/a | n/a | $88.5M | $4.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- S••••• B•••• A••••••••• I••• codes 28 51 $142,720 PY2025
- B••••• Partners Global Invest, Inc. codes 28 51 $95,145 PY2025
- Marshall & Moss Admin Services codes 14 15 50 $75,221 PY2025
- L••••• Asset Management, LLC codes 28 51 $72,026 PY2025
- Intercontinental R••• E••••• codes 19 28 51 $67,698 PY2025
- C••••••••• I••••••••• L•• codes 28 50 $62,478 PY2025
- The S•••• Company, Inc. codes 11 50 70 $51,000 PY2025
- Irina Honczarenko codes 30 50 $40,105 PY2025
- M•••••• L•••• codes 27 70 $40,000 PY2025
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $33,000 PY2025
- Joanne Panteleo codes 30 50 $28,186 PY2025
- Angela Vassalo codes 30 50 $28,081 PY2025
- Citrin Cooperman & Company, LLP codes 10 50 $28,050 PY2025
- B••• o• A•••••• codes 19 51 $20,549 PY2025
- Marshall & Moss Payroll Compliance codes 10 50 $9,154 PY2025
- S•••• codes 11 PY2025
- S••••• B•••• A••••••••• I••• codes 28 51 $125,111 PY2024
- L••••• Asset Management, LLC codes 28 51 $106,452 PY2024
- B••••• Partners Global Invest, Inc. codes 28 51 $102,465 PY2024
- Marshall & Moss Admin Services codes 14 15 50 $75,031 PY2024
- Intercontinental R••• E••••• codes 19 28 51 $53,503 PY2024
- The S•••• Company, Inc. codes 11 50 70 $50,440 PY2024
- M•••••• L•••• codes 27 70 $40,000 PY2024
- Irina Honczarenko codes 30 50 $35,114 PY2024
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $33,000 PY2024
- B••• o• A•••••• codes 19 51 $31,082 PY2024
- Citrin Cooperman & Company, LLP codes 10 50 $27,600 PY2024
- Joanne Panteleo codes 30 50 $26,251 PY2024
- Angela Vassalo codes 30 50 $25,939 PY2024
- Marshall & Moss Payroll Compliance codes 10 50 $11,049 PY2024
- C••••••••• I••••••••• L•• codes 28 PY2024
- S•••• codes 11 PY2024
- The S•••• Company, Inc. codes 11 50 70 $120,000 PY2023
- L••••• Asset Management, LLC codes 28 51 $111,990 PY2023
- S••••• B•••• A••••••••• I••• codes 28 51 $107,275 PY2023
- B••••• Partners Global Invest, Inc. codes 28 51 $96,644 PY2023
- C••••••••• I••••••••• L•• codes 28 51 $61,183 PY2023
- Marshall & Moss Admin Services codes 15 50 $58,185 PY2023
- M•••••• L•••• codes 27 51 70 $40,000 PY2023
- B••• o• A•••••• codes 19 51 $32,104 PY2023
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $30,000 PY2023
- Irina Honczarenko codes 30 50 $29,346 PY2023
- Gettry Marcus CPA, P.C. codes 10 50 $20,700 PY2023
- Intercontinental R••• E••••• codes 19 28 51 $7,710 PY2023
- S•••• codes 11 PY2023
- S••••• B•••• A••••••••• I••• codes 28 51 $113,736 PY2022
- L••••• Asset Management, LLC codes 28 51 $99,652 PY2022
- B••••• Partners Global Invest, Inc. codes 28 51 $99,157 PY2022
- The S•••• Company, Inc. codes 11 50 70 $53,500 PY2022
- C••••••••• I••••••••• L•• codes 28 51 $53,318 PY2022
- M•••••• L•••• codes 27 51 70 $40,000 PY2022
- Marshall & Moss Admin Services codes 15 50 $39,888 PY2022
- Intercontinental R••• E••••• codes 19 28 51 $33,906 PY2022
- B••• o• A•••••• codes 19 51 $32,916 PY2022
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $30,000 PY2022
- Gettry Marcus CPA, P.C. codes 10 50 $25,350 PY2022
- S•••• codes 11 PY2022
What changed
1 events
- Jan 1, 2023Assets changedL••••••• L•••• 2•• P•••••• F••• plan assets $112M -> $88M (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136186984-001
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.