This allocator's name, 1 more adviser and 4 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· Woodbury, New York

Taft-Hartley plan, based in Woodbury, New York, reporting $83.1M in assets, for 4,459 participants.

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

Assets
$83.1M
Funded ratio
70.3%
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: 31 Dec 2025, Changed investment consultant to CSM Advisors.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$83.1M
Total assets, Dec 31, 2025 reported
Funded
70.3%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 1.0%
  • Corporate debt instruments (other) 5.6%
  • Corporate debt instruments (preferred) 7.1%
  • U.S. Government securities 25.2%
  • Other investments 1.6%
  • Common stock 52.3%
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
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
9 events

+4 more dated events

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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
40 readings
Total assets
$83.1M Dec 31, 2025 reported Form 5500
$41.9M (2024-12) · $35.9M (2023-12) · $31.5M (2022-12)
Plan assets
$39.9M Jan 1, 2025 reported Form 5500
$35.8M (2024-01) · $31.4M (2023-01) · $43.5M (2022-01)
Net assets
$83.0M Dec 31, 2025 reported Form 5500
$41.9M (2024-12) · $35.8M (2023-12) · $31.4M (2022-12)
Funded ratio
70.3% Jan 1, 2025 reported Form 5500
68.3% (2024-01) · 67.3% (2023-01) · 73.0% (2022-01)
Participants
4,459 Jan 1, 2025 reported Form 5500
4,720 (2024-01) · 4,840 (2023-01) · 4,921 (2022-01)
Contributions
$37.7M Dec 31, 2025 reported Form 5500
$2.4M (2024-12) · $187,498 (2023-12) · $200,509 (2022-12)
Benefits paid
$3.2M Dec 31, 2025 reported Form 5500
$3.4M (2024-12) · $3.4M (2023-12) · $3.5M (2022-12)
Net investment income
$41.2M Dec 31, 2025 reported Form 5500
$6.1M (2024-12) · $4.4M (2023-12) · -$12.1M (2022-12)
Investment management fees
$172,067 Dec 31, 2025 reported Form 5500
$155,613 (2024-12) · $138,551 (2023-12) · $151,455 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20254,459Not disclosedNot disclosedn/a$83.1MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 20244,720Not disclosedNot disclosedn/a$41.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20234,840Not disclosedNot disclosedn/a$35.9MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20224,921Not disclosedNot disclosedn/a$31.5MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+99 more service providers

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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 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: fund commitments.

Record history

9 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2025-01-01source
  • Consultant changed
    2025-12-31source

+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.

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+7 connections on the graph

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