DFX Intelligence

Allocator Intelligence

Local No. 8 Retirement Fund

Taft-Hartley plan· White Plains, New York

Taft-Hartley plan, based in White Plains, New York, reporting $91.6M in assets, for 609 participants.

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

Assets
$91.6M
Funded ratio
141.1%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Local No. 8 Retirement Fund funded ratio 136.8% -> 141.1% (2023-01-01 to 2024-01-01).

1 more adviser

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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Relationship network

7 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
$91.6M
Total assets, Dec 31, 2024 reported
Funded
141.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Local No. 8 Retirement Fund

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

+1 more consultant or adviser advise this allocator

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

3 events
  • Jan 1, 2024Funded status changed
    Local No. 8 Retirement Fund funded ratio 136.8% -> 141.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Local No. 8 Retirement Fund funded ratio 134.2% -> 136.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Local No. 8 Retirement Fund plan assets $92M -> $80M (-13.3%, 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
$91.6M Dec 31, 2024 reported Form 5500
$87.5M (2023-12) · $79.8M (2022-12)
Plan assets
$87.4M Jan 1, 2024 reported Form 5500
$79.7M (2023-01) · $91.9M (2022-01)
Net assets
$91.5M Dec 31, 2024 reported Form 5500
$87.4M (2023-12) · $79.7M (2022-12)
Funded ratio
141.1% Jan 1, 2024 reported Form 5500
136.8% (2023-01) · 134.2% (2022-01)
Participants
609 Jan 1, 2024 reported Form 5500
598 (2023-01) · 566 (2022-01)
Contributions
$1.6M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.5M (2022-12)
Benefits paid
$3.5M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.1M (2022-12)
Net investment income
$4.1M Dec 31, 2024 reported Form 5500
$7.7M (2023-12) · -$12.2M (2022-12)
Investment management fees
$379,715 Dec 31, 2024 reported Form 5500
$349,883 (2023-12) · $339,142 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024609Not disclosedNot disclosedn/a$91.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023598Not disclosedNot disclosedn/a$87.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022566Not disclosedNot disclosedn/a$79.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+15 more service providers

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

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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.

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
  • Funded status changed
    2023-01-01source 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

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