This allocator's name, 3 more advisers, 3 more managers, 36 more commitments and 4 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Syracuse, New York, reporting $2.8B in assets, for 33,330 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $2.8B
- Funded ratio
- 52.2%
- Fund commitments
- 15
- Managers
- 4
Nothing material in the last 90 days. Last change: 1 Jan 2024, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- State Street Msci Eafe Index Non-Le3 commitments
- State Street S&p Global Largemidcap3 commitments
- State Street U.S. High Yield Bond I3 commitments
- State Street Global Advisors Trust Company26 commitments
- State Street Global Advisors Trust4 commitments
- Nepf Aew Reits3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.6%
- Other investments 0.0%
- Partnership/joint venture interests 25.1%
- Common/collective trusts 57.3%
- Registered investment companies 6.0%
- Common stock 3.3%
- Fiduciary Counselors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- MA Polce Consulting, Inc. General consultantthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
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- State Street Global Advisors Trust Company26 rows, latest Dec 31, 2024
- State Street Global Advisors Trust4 rows, latest Dec 31, 2024
- Nepf Aew Reits3 rows, latest Dec 31, 2024
+3 more managers received commitments
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- Loomis Saylesplan years 2023
+2 more Schedule C managers
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- Jan 1, 2024Funded status changed12 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$328Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Holding started
- Dec 31, 2023Holding started
+4 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | State Street Msci Eafe Index Non-Lecollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $112M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street S&p Global Largemidcapcollective trust | State Street Global Advisors Trust | Pooled vehicles | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | State Street U.S. High Yield Bond Icollective trust | State Street Global Advisors Trust Company | Fixed income | $66.7M held | Disclosed holding | askebsa.dol.gov |
+36 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 33,330 | Not disclosed | Not disclosed | n/a | $2.8B | $711M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 33,952 | Not disclosed | Not disclosed | n/a | $2.8B | $752M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 33,959 | Not disclosed | Not disclosed | n/a | $3.1B | $761M | Not disclosed | Not disclosed |
- Paravati, Karl, Green & Debella, at codes 29 50 $1.5M PY2024
- Horizon Actuarial codes 11 50 $606,099 PY2024
- Onegroup, Inc. codes 49 50 $422,443 PY2024
+222 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2023-12-31source
- Holding in a pooled vehicle ended2023-12-31source
+6 more changes on this record's ledger
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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
+13 connections on the graph
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