1 more adviser, 1 more manager and 18 more commitments

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Retirement Plan of the Unite Here International

Taft-Hartley plan· White Plains, New York

Taft-Hartley plan, based in White Plains, New York, reporting $163M in assets, for 1,770 participants.

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

Assets
$163M
Funded ratio
102.6%
Fund commitments
7
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Commitments (7)Allocation 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 2023, Retirement Plan of the Unite Here International funded ratio 106.9% -> 103.7% (2022-01-01 to 2023-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Retirement Plan of the Unite Here International
Funds committed to
All 7
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$163M
Total assets, Dec 31, 2024 reported
Funded
102.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
7
none on the tape
Plan sponsor: BD of Trustees-Retirement Plan of the Unite Here Int'l and Locals
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.7%
  • Corporate debt instruments (other) 6.3%
  • U.S. Government securities 7.8%
  • Other investments 8.7%
  • Common/collective trusts 23.9%
  • Registered investment companies 25.7%
  • Common stock 24.4%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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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.

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From Schedule C (investment management, code 28)
What changed
2 events
  • Jan 1, 2023Funded status changed
    Retirement Plan of the Unite Here International funded ratio 106.9% -> 103.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Retirement Plan of the Unite Here International plan assets $165M -> $138M (-16.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
21 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustPNC BankPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Housing Investment Trustcollective trustBNY MellonPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Smallcap 600 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov

+18 more commitments

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

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Size and funding
30 readings
Total assets
$163M Dec 31, 2024 reported Form 5500
$151M (2023-12) · $138M (2022-12)
Plan assets
$151M Jan 1, 2024 reported Form 5500
$138M (2023-01) · $165M (2022-01)
Net assets
$162M Dec 31, 2024 reported Form 5500
$151M (2023-12) · $138M (2022-12)
Funded ratio
102.6% Jan 1, 2024 reported Form 5500
103.7% (2023-01) · 106.9% (2022-01)
Participants
1,770 Jan 1, 2024 reported Form 5500
1,674 (2023-01) · 1,506 (2022-01)
Contributions
$7.7M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $5.2M (2022-12)
Benefits paid
$9.5M Dec 31, 2024 reported Form 5500
$9.4M (2023-12) · $9.3M (2022-12)
Net investment income
$11.5M Dec 31, 2024 reported Form 5500
$13.2M (2023-12) · -$27.3M (2022-12)
Investment management fees
$382,067 Dec 31, 2024 reported Form 5500
$335,293 (2023-12) · $429,841 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,770Not disclosedNot disclosedn/a$163MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,674Not disclosedNot disclosedn/a$151MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,506Not disclosedNot disclosedn/a$138MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cheiron Inc codes 11 50 $111,890 PY2024
  • Amalgamated Employee Benefit Admin codes 13 50 $106,954 PY2024
  • Amalgamated Bank codes 18 19 51 52 $77,011 PY2024

+45 more service providers

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Provenance
Identifiers: EIN-PN 863429387-001
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.

Not yet on record: managers.

Record history

2 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • 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

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+6 connections on the graph

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