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Taft-Hartley plan in New York

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $50.8M in assets, for 1,857 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $50.8M
Funded ratio: 108.4%
Fund commitments: 1
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy Managers

As of 2024-01-01 · 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: 1 Jan 2024, Funded status changed.

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

Longview Broad Market 3000 Index Fu1 commitment

Managers

Amalgamated Bank1 commitment

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$50.8M

Total assets, Dec 31, 2024 reported

Funded

108.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.2%
Non-interest-bearing cash 0.7%
Corporate debt instruments (other) 12.3%
U.S. Government securities 21.5%
Registered investment companies 52.4%
Common stock 11.0%

Consultants and advisers

3 firms

Horizon Actuarial Services Actuarythrough Dec 31, 2024 Form 5500
M&t Bank Custodianthrough Dec 31, 2022 Form 5500
Savasta and Company Actuarythrough Dec 31, 2022 Form 5500

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

Amalgamated Bank1 row, latest Dec 31, 2022

From Schedule C (investment management, code 28)

F/m Investments LLCplan years 2024
Boyd Watterson Asset Managementplan years 2023
Ziegler Capital Management, LLCplan years 2023

+2 more Schedule C managers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

2 events

Jan 1, 2024Funded status changed
down 2 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $8.6Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

1 row, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2022	Longview Broad Market 3000 Index Fucollective trust	Amalgamated Bank	Pooled vehicles	$13.3M held		Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$50.8M Dec 31, 2024 reported Form 5500

$48.1M (2023-12) · $44.4M (2022-12)

Plan assets

$47.5M Jan 1, 2024 reported Form 5500

$43.8M (2023-01) · $52.4M (2022-01)

Net assets

$50.5M Dec 31, 2024 reported Form 5500

$47.9M (2023-12) · $44.2M (2022-12)

Funded ratio

108.4% Jan 1, 2024 reported Form 5500

110.5% (2023-01) · 110.3% (2022-01)

Participants

1,857 Jan 1, 2024 reported Form 5500

1,804 (2023-01) · 1,816 (2022-01)

Contributions

$1.3M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $1.3M (2022-12)

Benefits paid

$2.7M Dec 31, 2024 reported Form 5500

$2.5M (2023-12) · $2.5M (2022-12)

Net investment income

$2.6M Dec 31, 2024 reported Form 5500

$3.7M (2023-12) · -$8.7M (2022-12)

Investment management fees

$100,033 Dec 31, 2024 reported Form 5500

$89,832 (2023-12) · $88,435 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,857	Not disclosed	Not disclosed	n/a	$50.8M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,804	Not disclosed	Not disclosed	n/a	$48.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,816	Not disclosed	Not disclosed	n/a	$44.4M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Savasta and Company Inc codes 11 13 $294,467 PY2024
Weaver and Tidwell, L.L.P. codes 10 $92,933 PY2024
Boston Trust & Investment Managemen codes 51 $41,438 PY2024

+28 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Record history

2 dated events on the change ledger, latest first

Funded status changed
2024-01-01source
Total assets changed
2023-01-01source

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

+9 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.