This allocator's name, 1 more adviser, 5 more commitments and 1 more dated event

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Taft-Hartley plan in New York

Taft-Hartley plan· Uniondale, New York

Taft-Hartley plan, based in Uniondale, New York, reporting $7.9M in assets, for 1,080 participants.

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

Assets
$7.9M
Funded ratio
54.9%
Fund commitments
4
Managers
2
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Commitments (4)Allocation policyConsultants
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 Jun 2025, Holding started.

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 4
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$7.9M
Total assets, Jun 30, 2025 reported
Funded
54.9%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
4
2 managers on Schedule C
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.4%
  • Common/collective trusts 42.1%
  • Registered investment companies 54.7%
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
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
6 events
  • Jun 30, 2025Holding started
    with Prudential Trust Co.$2.3Maskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    with Prudential Core Plus$2.3Maskebsa.dol.gov
  • Jun 30, 2025Holding endedinference
    with QMA Wilshire 500 Index$4.6Maskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Prudential Trust Co.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Quan Vest Consultantsaskebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
8 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Prudential Core Plus Bond Fundcollective trustPrudential Trust Co.Fixed income$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024QMA Wilshire 500 Indexseparate accountPrudential Insurance CompanyPooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov

+5 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
30 readings
Total assets
$7.9M Jun 30, 2025 reported Form 5500
$8.6M (2024-06) · $9.0M (2023-06)
Plan assets
$8.6M Jul 1, 2024 reported Form 5500
$9.0M (2023-07) · $9.2M (2022-07)
Net assets
$7.9M Jun 30, 2025 reported Form 5500
$8.6M (2024-06) · $9.0M (2023-06)
Funded ratio
54.9% Jul 1, 2024 reported Form 5500
57.1% (2023-07) · 55.4% (2022-07)
Participants
1,080 Jul 1, 2024 reported Form 5500
1,266 (2023-07) · 1,227 (2022-07)
Contributions
$251,178 Jun 30, 2025 reported Form 5500
$345,122 (2024-06) · $1.3M (2023-06)
Benefits paid
$1.3M Jun 30, 2025 reported Form 5500
$1.3M (2024-06) · $1.2M (2023-06)
Net investment income
-$748,183 Jun 30, 2025 reported Form 5500
-$395,779 (2024-06) · -$184,248 (2023-06)
Investment management fees
$26,276 Jun 30, 2025 reported Form 5500
$25,990 (2024-06) · $29,829 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,080Not disclosedNot disclosedn/a$7.9MNot disclosedNot disclosedNot disclosed
2023 to Jun 30, 20241,266Not disclosedNot disclosedn/a$8.6MNot disclosedNot disclosedNot disclosed
2022 to Jun 30, 20231,227Not disclosedNot disclosedn/a$9.0MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • C. Vasile codes 30 50 $82,590 PY2024
  • P. Mccabe codes 30 50 $48,567 PY2024
  • M. Salomon codes 30 50 $40,096 PY2024

+35 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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths 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 started
    2025-06-30source
  • Holding in a pooled vehicle ended
    2025-06-30source
  • Holding in a pooled vehicle ended
    2025-06-30source

+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

every published relationship on the graph

+8 connections on the graph

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