This allocator's name, 1 more manager and 15 more commitments

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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Taft-Hartley plan in New York

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $48.5M in assets, for 831 participants.

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

Assets
$48.5M
Funded ratio
98.1%
Fund commitments
6
Managers
2
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Commitments (6)Allocation policyManagers
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: 31 Dec 2023, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New York
Funds committed to
All 6
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$48.5M
Total assets, Dec 31, 2024 reported
Funded
98.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
6
2 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 2.2%
  • 103-12 investment entities 25.5%
  • Common/collective trusts 19.3%
  • Pooled separate accounts 8.8%
  • Registered investment companies 43.8%
Consultants and advisers
2 firms
  • Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
  • Cheiron Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Rhumbline Russell 1000 Value Index103 12 ieRhumbline AdvisorsPooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Short Termseparate accountPrudential Insurance Company of AmeCash$46,694 heldDisclosed holdingaskebsa.dol.gov

+15 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
30 readings
Total assets
$48.5M Dec 31, 2024 reported Form 5500
$47.8M (2023-12) · $46.2M (2022-12)
Plan assets
$47.8M Jan 1, 2024 reported Form 5500
$46.1M (2023-01) · $56.9M (2022-01)
Net assets
$48.4M Dec 31, 2024 reported Form 5500
$47.8M (2023-12) · $46.1M (2022-12)
Funded ratio
98.1% Jan 1, 2024 reported Form 5500
97.9% (2023-01) · 100.0% (2022-01)
Participants
831 Jan 1, 2024 reported Form 5500
829 (2023-01) · 844 (2022-01)
Contributions
$1.4M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.1M (2022-12)
Benefits paid
$3.7M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.4M (2022-12)
Net investment income
$628,709 Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · -$10.8M (2022-12)
Investment management fees
$162,165 Dec 31, 2024 reported Form 5500
$147,699 (2023-12) · $124,928 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024831Not disclosedNot disclosedn/a$48.5MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023829Not disclosedNot disclosedn/a$47.8MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022844Not disclosedNot disclosedn/a$46.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+46 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

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

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

+8 connections on the graph

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