This allocator's name, 2 more advisers, 1 more manager, 4 more commitments and 2 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Ronkomkoma, New York, reporting $136M in assets, for 1,650 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $136M
- Funded ratio
- 102.5%
- Fund commitments
- 4
- Managers
- 3
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Columbia Trust Core Bond Fund3 commitments
- Western Asset US Core Plus LLC2 commitments
- Strategic Income Opportunities Bond1 commitment
- Ameriprise Trust Company3 commitments
- Western Asset Mgmt Company, LLC2 commitments
- Blackrock Institutional Trust Company, N.A.1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.4%
- Other investments 8.7%
- Common/collective trusts 34.3%
- Registered investment companies 47.5%
- Common stock 9.0%
- KMR Systems Corp General consultantthrough Jun 30, 2023 Form 5500
- KBA 74 Actuarythrough Jun 30, 2025 Form 5500
- Kba74 Actuarythrough Jun 30, 2024 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Ameriprise Trust Company3 rows, latest Jun 30, 2025
- Western Asset Mgmt Company, LLC2 rows, latest Jun 30, 2024
- Blackrock Institutional Trust Company, N.A.1 row, latest Jun 30, 2025
+1 more manager received commitments
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- Blackrock Institutional Trust Company, N.A.plan years
- Ameriprise Trust Companyplan years
- Western Asset Mgmt Company, LLCplan years 2023
+6 more Schedule C managers
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- Jun 30, 2025Holding endedinference
- Jun 30, 2025Holding started
- Jun 30, 2025Assets changed$12.9Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Janus Capital Group Companyaskebsa.dol.gov
- Jul 1, 2024Assets changed$13.7Maskebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Columbia Trust Core Bond Fundcollective trust | Ameriprise Trust Company | Fixed income | $28.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Strategic Income Opportunities Bondcollective trust | Blackrock Institutional Trust Company, N.A. | Fixed income | $18.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Columbia Trust Core Bond Fundcollective trust | Ameriprise Trust Company | Fixed income | $20.4M held | Disclosed holding | askebsa.dol.gov |
+4 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,650 | Not disclosed | Not disclosed | n/a | $136M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,638 | Not disclosed | Not disclosed | n/a | $123M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,628 | Not disclosed | Not disclosed | n/a | $110M | Not disclosed | Not disclosed | Not disclosed |
- PLU No. 200 Welfare Fund codes 49 $178,743 PY2024
- American Realty Advisors codes 28 51 $91,432 PY2024
- Columbia Management Investments codes 28 51 68 $62,813 PY2024
+44 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Holding in a pooled vehicle ended2025-06-30source
- Holding in a pooled vehicle ended2024-06-30source
- Holding in a pooled vehicle started2025-06-30source
+4 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
+16 connections on the graph
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