This allocator's name, 1 more manager and 9 more commitments
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Elmira, New York, reporting $52.8M in assets, for 432 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $52.8M
- Funded ratio
- 94.9%
- Fund commitments
- 6
- Managers
- 2
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Separate Account J3 commitments
- Master Income-Plus Group Trust3 commitments
- Jpmcb Corporate High Yield Fund3 commitments
- Ullico Investment Advisors, Inc.3 commitments
- JP Morgan Chase3 commitments
- Earnest Partners1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.4%
- Corporate debt instruments (other) 4.4%
- U.S. Government securities 10.4%
- Partnership/joint venture interests 27.9%
- Common/collective trusts 16.7%
- Pooled separate accounts 2.4%
- Registered investment companies 17.1%
- Common stock 11.9%
- Real estate (other than employer real property) 6.0%
- Bolton Partners, Inc. Actuarythrough Jun 30, 2025 Form 5500
- Bolton Partners Ne, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Bolton Partners Northeast, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Ullico Investment Advisors, Inc.3 rows, latest Jun 30, 2025
- JP Morgan Chase3 rows, latest Jun 30, 2025
- Earnest Partners1 row, latest Jun 30, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Earnest Partnersplan years
- Invesco Trust Companyplan years
- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Jun 30, 2025Assets changed$5.3Maskebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Jun 30, 2024Holding started
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Master Income-Plus Group Trustcollective trust | JP Jeanneret Associates Inc. | Fixed income | $1,056 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Jpmcb Corporate High Yield Fundcollective trust | JP Morgan Chase | Fixed income | $5.2M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 432 | Not disclosed | Not disclosed | n/a | $52.8M | $14.7M | Not disclosed | $3.2M |
| 2023 to Jun 30, 2024 | 429 | Not disclosed | Not disclosed | n/a | $47.5M | $12.9M | Not disclosed | $3.3M |
| 2022 to Jun 30, 2023 | 424 | Not disclosed | Not disclosed | n/a | $44.3M | $7.8M | Not disclosed | $4.4M |
- Ips codes $47,500 PY2024
- HGK Trinity Street International Fu codes 72 $47,165 PY2024
- Hamilton codes $46,874 PY2024
+43 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Holding in a pooled vehicle started2025-06-30source
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle started2024-06-30source
+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
+6 connections on the graph
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