This allocator's name, 5 more advisers, 2 more managers, 11 more commitments and 3 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Flushing, New York, reporting $155M in assets, for 7,530 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $155M
- Funded ratio
- 96.0%
- Fund commitments
- 5
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Sovos.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- Harding Loevner International Equit3 commitments
- Multi-Employer Property Trust3 commitments
- Great Gray Trust Company3 commitments
- Harding Loevner LP3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.4%
- Non-interest-bearing cash 1.1%
- Corporate debt instruments (other) 4.8%
- U.S. Government securities 6.2%
- Other investments 3.0%
- Partnership/joint venture interests 19.6%
- 103-12 investment entities 4.0%
- Common/collective trusts 37.3%
- Registered investment companies 0.9%
- Common stock 20.3%
- Sovos General consultantthrough Dec 31, 2024 Form 5500
- Sirius Computer Solutions Inc General consultantthrough Dec 31, 2022 Form 5500
- American Arbitration Association General consultantthrough Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
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- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Harding Loevner LP3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harding Loevner LPplan years
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
+5 more Schedule C managers
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- Dec 31, 2024Manager relationship endedinferencewith Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Dana Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Sovosaskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Manager relationship startedwith Segal Marco Advisorsaskebsa.dol.gov
+3 more dated events
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $9.9M held | Disclosed holding | askebsa.dol.gov |
+11 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 Dec 31, 2024 | 7,530 | Not disclosed | Not disclosed | n/a | $155M | $30.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,566 | Not disclosed | Not disclosed | n/a | $148M | $27.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 7,649 | Not disclosed | Not disclosed | n/a | $147M | $21.6M | Not disclosed | Not disclosed |
- this allocator codes 14 50 $1.0M PY2024
- Dana Investment Advisors Inc codes 28 50 51 $137,204 PY2024
- State Street Bank and Trust Co codes 28 50 99 $118,756 PY2024
+46 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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 started2023-12-31source
- Consultant changed2023-12-31source
- Consultant changed2023-12-31source
+5 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
+17 connections on the graph
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