This allocator's name, 27 more commitments and 1 more dated event

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Taft-Hartley plan in New York

Taft-Hartley plan· Long Island City, New York

Taft-Hartley plan, based in Long Island City, New York, reporting $47.7M in assets, for 648 participants.

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

Assets
$47.7M
Fund commitments
12
Managers
1
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Commitments (12)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: 31 Dec 2024, Holding ended.

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
All 12
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$47.7M
Total assets, Dec 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
12
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 1.1%
  • Pooled separate accounts 74.9%
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
  • Dec 31, 2024Holding endedinference
    with Principal$990Kaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Principal Global Investors LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Principal Financial Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    with Principal$554Kaskebsa.dol.gov
  • Dec 31, 2023Holding started
    with Principal$990Kaskebsa.dol.gov

+1 more dated event

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
30 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prin Bond Market Index Sa-Zseparate accountPrincipalFixed income$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin Diversified Intl Sa-Zseparate accountPrincipalHedge / diversifiers$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prin High Income Sep Acct-Zseparate accountPrincipalFixed income$899,034 heldDisclosed holdingaskebsa.dol.gov

+27 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
21 readings
Total assets
$47.7M Dec 31, 2024 reported Form 5500
$46.4M (2023-12) · $44.6M (2022-12)
Net assets
$47.6M Dec 31, 2024 reported Form 5500
$46.4M (2023-12) · $44.5M (2022-12)
Participants
648 Jan 1, 2024 reported Form 5500
659 (2023-01) · 670 (2022-01)
Contributions
$288,190 Dec 31, 2024 reported Form 5500
$451,722 (2023-12) · $396,291 (2022-12)
Benefits paid
$2.0M Dec 31, 2024 reported Form 5500
$2.0M (2023-12) · $2.0M (2022-12)
Net investment income
$1.2M Dec 31, 2024 reported Form 5500
$1.8M (2023-12) · -$6.7M (2022-12)
Investment management fees
$39,355 Dec 31, 2024 reported Form 5500
$37,738 (2023-12) · $36,808 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024648Not disclosedNot disclosedn/a$47.7MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023659Not disclosedNot disclosedn/a$46.4MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022670Not disclosedNot disclosedn/a$44.6MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Uswu Local 74 Welfare Fund codes 15 50 $125,670 PY2024
  • Fuiman Mogila, LLP codes $36,000 PY2024
  • Troutman Pepper Hamilton Sanders codes 29 50 $34,000 PY2024

+48 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 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: funded ratio.

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.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source

+3 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

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+5 connections on the graph

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