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•••• N•• 8• R••••••••• F•••
Taft-Hartley planWhite Plains, NY
Assets
$91.6M
Total assets, Dec 31, 2024 reported
Funded
141.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: L•••• N•• 8• R••••••••• F•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.3%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 6.5%
- U.S. Government securities 24.4%
- Common stock 62.7%
Consultants and advisers
4 firms
- T•• S•••• G•••• Actuarythrough Dec 31, 2024 Form 5500
- B••••• T•••• W••••• C•••••• Custodianthrough Dec 31, 2022 Form 5500
- S•••• Actuarythrough Dec 31, 2022 Form 5500
- S•••• C••••••••• Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- A••••••••• E•••••••• B••••••• A•plan 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
$349,883 (2023-12) · $339,142 (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 | 609 | n/a | n/a | n/a | $91.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 598 | n/a | n/a | n/a | $87.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 566 | n/a | n/a | n/a | $79.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- B••••• Trust & Investment Mgmt Co. codes 19 28 50 51 $379,715 PY2024
- S•••• Roitman, LLP codes 29 50 $50,929 PY2024
- T•• S•••• G•••• codes 11 50 $39,500 PY2024
- A••••••••• Employee B••••••• Adm. codes 12 50 51 $25,815 PY2024
- Novak Francella LLC codes 10 50 $16,500 PY2024
- S•••• C••••••••• codes 11 PY2024
- B••••• Trust & Investment Mgmt Co. codes 19 28 50 51 $349,883 PY2023
- T•• S•••• G•••• codes 11 50 $57,833 PY2023
- A••••••••• Employee B••••••• Adm. codes 12 50 51 $25,260 PY2023
- S•••• Roitman, LLP codes 29 50 $19,512 PY2023
- Novak Francella LLC codes 10 50 $16,750 PY2023
- S•••• C••••••••• codes 11 PY2023
- B••••• Trust & Investment Mgmt Co. codes 19 28 50 51 $339,142 PY2022
- T•• S•••• G•••• codes 11 50 $52,794 PY2022
- A••••••••• Employee B••••••• Adm. codes 12 50 51 $24,060 PY2022
- Novak Francella LLC codes 10 50 $15,250 PY2022
- S•••• Roitman, LLP codes 29 50 $10,725 PY2022
- S•••• C••••••••• codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedL•••• N•• 8• R••••••••• F••• funded ratio 136.8% -> 141.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedL•••• N•• 8• R••••••••• F••• funded ratio 134.2% -> 136.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedL•••• N•• 8• R••••••••• F••• plan assets $92M -> $80M (-13.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516135501-001
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.