DFX Intelligence

6 more advisers, 8 more managers, 28 more commitments and 8 more dated events

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NEW York District Council of Carpenters Pension Pl

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $5.4B in assets, for 31,423 participants.

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

As of 2025-06-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $5.4B
Funded ratio: 90.1%
Fund commitments: 13
Managers: 4

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

Commitments (13)Allocation policy Managers

As of 2025-06-30 · 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, NEW York District Council of Carpenters Pension Pl no longer reports NCS Group Trust - Global Fund (Walter Scott Ncs) (last held $309M at 2024-06-30; absent from the 2025-06-30 filing).

Capital path

who backs this record, through what, into what; each name opens its own path

NEW York District Council of Carpenters Pension Pl

Funds committed to

Longview Ultra Construction Loan in3 commitments
Mcmorgan Infrastructure Fund I, LP3 commitments
Earnest Partners Smid Cap Core Fund3 commitments

All 13

Managers

Ullico Investment Advisors, Inc.4 commitments
Amalgamated Bank4 commitments
Mcmorgan & Company, LLC3 commitments

All 11

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

Taft-Hartley plan

Assets

$5.4B

Total assets, Jun 30, 2025 reported

Funded

90.1%

Jul 1, 2024

Private markets target

no policy read

policy Jun 30, 2025

Commitments

4 managers on Schedule C

Plan sponsor: Board of Trustees of Nycdcc Pension Fund

Allocation policy

Form 5500, as of Jun 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.3%
Non-interest-bearing cash 0.5%
Corporate debt instruments (other) 6.6%
Corporate debt instruments (preferred) 1.6%
U.S. Government securities 3.3%
Other investments 0.2%
Other loans 2.7%
Partnership/joint venture interests 17.3%
103-12 investment entities 1.6%
Common/collective trusts 27.9%
Pooled separate accounts 3.2%
Registered investment companies 2.6%
Common stock 21.1%
Real estate (other than employer real property) 7.0%

Consultants and advisers

9 firms

Bridgeway Benefit Technologies General consultantthrough Jun 30, 2023 Form 5500
Gallagher Fiduciary Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
Horizon Actuarial Services Actuarythrough Jun 30, 2024 Form 5500

+6 more consultants and advisers 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

11 managers on the commitment tape

From the plan’s own commitment disclosures

Ullico Investment Advisors, Inc.4 rows, latest Jun 30, 2025
Amalgamated Bank4 rows, latest Jun 30, 2025
Mcmorgan & Company, LLC3 rows, latest Jun 30, 2025

+8 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Mcmorgan & Company, LLCplan years
Ullico Investment Advisors, Inc.plan years 2025
Amalgamated Bankplan years

+20 more Schedule C managers

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

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What changed

13 events

Jun 30, 2025Holding endedinference
NEW York District Council of Carpenters Pension Pl no longer reports NCS Group Trust - Global Fund (Walter Scott Ncs) (last held $309M at 2024-06-30; absent from the 2025-06-30 filing)
with Walter Scott Ncsaskebsa.dol.gov
Jun 30, 2025Holding started
NEW York District Council of Carpenters Pension Pl first reports an interest in Ullico Value-Add Real Estate Fund I: $19M at 2025-06-30
with Ullico Value-Add Real Estate Fund Iaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Polen Capital Management LLC no longer appears on NEW York District Council of Carpenters Pension Pl's Schedule C as investment manager (plan year 2024 vs 2023)
with Polen Capital Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship started
Ullico Investment Advisors Inc appears on NEW York District Council of Carpenters Pension Pl's Schedule C as investment manager (plan year 2024 vs 2023)
with Ullico Investment Advisors, Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Amalgamated Bank no longer appears on NEW York District Council of Carpenters Pension Pl's Schedule C as investment manager (plan year 2024 vs 2023)
with Amalgamated Bank of New Yorkaskebsa.dol.gov

+8 more dated events

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

Commitments

31 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Jun 30, 2025	Ullico Value-Add Real Estate Fund I103 12 ie	Ullico Investment Advisors, Inc.	Real estate	$19.3M held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Longview Ultra Construction Loan incollective trust	Amalgamated Bank	Private credit	$6,415 held	Disclosed holding	askebsa.dol.gov
as of Jun 30, 2025	Mcmorgan Infrastructure Fund I, LP103 12 ie	Mcmorgan & Company, LLC	Infrastructure	$64.9M held	Disclosed holding	askebsa.dol.gov

+28 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

$5.4B Jun 30, 2025 reported Form 5500

$5.1B (2024-06) · $4.8B (2023-06)

Plan assets

$4.9B Jul 1, 2024 reported Form 5500

$4.6B (2023-07) · $4.4B (2022-07)

Net assets

$5.2B Jun 30, 2025 reported Form 5500

$4.9B (2024-06) · $4.6B (2023-06)

Funded ratio

90.1% Jul 1, 2024 reported Form 5500

93.7% (2023-07) · 94.2% (2022-07)

Participants

31,423 Jul 1, 2024 reported Form 5500

31,747 (2023-07) · 31,721 (2022-07)

Contributions

$213M Jun 30, 2025 reported Form 5500

$206M (2024-06) · $215M (2023-06)

Benefits paid

$360M Jun 30, 2025 reported Form 5500

$351M (2024-06) · $332M (2023-06)

Net investment income

$349M Jun 30, 2025 reported Form 5500

$235M (2024-06) · $223M (2023-06)

Investment management fees

$12.6M Jun 30, 2025 reported Form 5500

$14.5M (2024-06) · $13.4M (2023-06)

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 Jun 30, 2025	31,423	Not disclosed	Not disclosed	n/a	$5.4B	$937M	Not disclosed	$381M
2023 to Jun 30, 2024	31,747	Not disclosed	Not disclosed	n/a	$5.1B	$731M	Not disclosed	$383M
2022 to Jun 30, 2023	31,721	Not disclosed	Not disclosed	n/a	$4.8B	$526M	Not disclosed	$450M

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

BNY Mellon Inv Adviser Inc codes 28 51 52 68 71 $1.3M PY2024
WCM Investment Management LLC codes 28 51 $1.2M PY2024
Janus Capital Management LLC codes 28 51 52 68 $1.1M PY2024

+118 more service providers

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

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Provenance

Identifiers: EIN-PN 510174276-001

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

NEW York District Council of Carpenters Pension Pl sits on 7 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a managerAllocator to real estate vehicle to manager

DFX traced 7 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

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

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Record history

13 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-06-30source
Holding in a pooled vehicle ended
2024-06-30source
Holding in a pooled vehicle ended
2025-06-30source

+10 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

+34 connections on the graph

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