This allocator's name and 1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Taft-Hartley plan in New York

Taft-Hartley plan· Floral Park, New York

Taft-Hartley plan, based in Floral Park, New York, reporting $27.8M in assets, for 1,383 participants.

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

Assets
$27.8M
Funded ratio
31.8%
Fund commitments
1
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (1)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: 1 Nov 2024, Funded status changed.

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
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$27.8M
Total assets, Oct 31, 2025 reported
Funded
31.8%
Nov 1, 2024
Private markets target
no policy read
policy Oct 31, 2025
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.1%
  • Corporate debt instruments (preferred) 57.6%
  • U.S. Government securities 0.6%
  • Common/collective trusts 7.9%
  • Registered investment companies 27.8%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
6 events

+1 more dated event

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

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

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025NT Collective S&p 500 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024NT Collective S&p 500 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023NT Collective S&p 500 Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$349,829 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$27.8M Oct 31, 2025 reported Form 5500
$27.8M (2024-10) · $28.7M (2023-10)
Plan assets
$8.3M Nov 1, 2024 reported Form 5500
$6.6M (2023-11) · $8.3M (2022-11)
Net assets
$27.8M Oct 31, 2025 reported Form 5500
$27.7M (2024-10) · $28.6M (2023-10)
Funded ratio
31.8% Nov 1, 2024 reported Form 5500
24.5% (2023-11) · 36.3% (2022-11)
Participants
1,383 Nov 1, 2024 reported Form 5500
1,559 (2023-11) · 1,606 (2022-11)
Contributions
$695,280 Oct 31, 2025 reported Form 5500
$645,856 (2024-10) · $643,730 (2023-10)
Benefits paid
$2.6M Oct 31, 2025 reported Form 5500
$2.6M (2024-10) · $2.6M (2023-10)
Net investment income
$51,031 Oct 31, 2025 reported Form 5500
-$916,606 (2024-10) · $20.2M (2023-10)
Investment management fees
$88,686 Oct 31, 2025 reported Form 5500
$48,726 (2024-10) · $24,486 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20251,383Not disclosedNot disclosedn/a$27.8MNot disclosedNot disclosedNot disclosed
2023 to Oct 31, 20241,559Not disclosedNot disclosedn/a$27.8MNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 20231,606Not disclosedNot disclosedn/a$28.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+18 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 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path 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.

Checking your plan…

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2023-11-01source
  • Funded status changed
    2024-11-01source
  • Manager relationship ended
    2023-12-31source

+3 more changes on this record's ledger

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

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

+5 connections on the graph

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

Ask DFX