This allocator's name and 1 more adviser

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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 $499M in assets, for 15,303 participants.

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

Assets
$499M
Funded ratio
101.8%
Managers
1
Open searchesAllocation policyConsultants
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Managers
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: 30 Nov 2024, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$499M
Total assets, Nov 30, 2024 reported
Funded
101.8%
Dec 1, 2023
Private markets target
no policy read
policy Nov 30, 2024
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Nov 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.9%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (preferred) 5.1%
  • U.S. Government securities 9.7%
  • Registered investment companies 13.6%
  • Common stock 66.8%
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.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)

+4 more Schedule C managers

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

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What changed
5 events
  • Nov 30, 2024Assets changed
    $102Maskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    with The Segal Co. (eastern States) Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Atlanta Sosnoff Capital, LLC.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    with Smith Graham & Coaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Dana Investment Advisors, Inc.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
20 readings
Total assets
$499M Nov 30, 2024 reported Form 5500
$398M (2023-11)
Plan assets
$396M Dec 1, 2023 reported Form 5500
$374M (2022-12)
Net assets
$497M Nov 30, 2024 reported Form 5500
$396M (2023-11)
Funded ratio
101.8% Dec 1, 2023 reported Form 5500
101.5% (2022-12)
Participants
15,303 Dec 1, 2023 reported Form 5500
13,458 (2022-12)
Contributions
$8.6M Nov 30, 2024 reported Form 5500
$9.9M (2023-11)
Benefits paid
$18.2M Nov 30, 2024 reported Form 5500
$17.9M (2023-11)
Net investment income
$101M Nov 30, 2024 reported Form 5500
$22.4M (2023-11)
Investment management fees
$1.6M Nov 30, 2024 reported Form 5500
$1.4M (2023-11)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Nov 30, 202415,303Not disclosedNot disclosedn/a$499MNot disclosedNot disclosedNot disclosed
2022 to Nov 30, 202313,458Not disclosedNot disclosedn/a$398MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+32 more service providers

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

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Provenance
Identifiers: none on file
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.

Record history

5 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Manager relationship ended
    2023-12-31source
  • Manager relationship ended
    2023-12-31source

+2 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

+12 connections on the graph

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