This allocator's name, 2 more advisers, 3 more managers, 18 more commitments and 2 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Great Neck, New York, reporting $974M in assets, for 8,124 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $974M
- Funded ratio
- 107.6%
- Fund commitments
- 8
- Managers
- 4
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- Nhit Strategic Alpha Trust3 commitments
- Longview Largecap 500 Index Fund3 commitments
- EB Emerging Mkts Debt Opportunistic3 commitments
- Amalgamated Bank of New York6 commitments
- BNY Mellon6 commitments
- Loomis Sayles Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.4%
- Other investments 5.0%
- Partnership/joint venture interests 9.8%
- 103-12 investment entities 3.3%
- Common/collective trusts 75.7%
- Common stock 3.4%
- Quan Vest Consultants Investment adviser (plan)through Jun 30, 2023 Form 5500
- Versatile Computer Solutions,llc General consultantthrough Jun 30, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
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- Amalgamated Bank of New York6 rows, latest Jun 30, 2025
- BNY Mellon6 rows, latest Jun 30, 2025
- Loomis Sayles Trust Company3 rows, latest Jun 30, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Fiera Capitalplan years
- HPS Investment Partners, LLCplan years
- Riverstone Energy Partners VI, L.P.plan years 2025
+9 more Schedule C managers
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- Jun 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship startedwith Riverstone Energy Partners VI, L.P.askebsa.dol.gov
- Jun 30, 2024Holding endedinference
- Dec 31, 2023Manager relationship endedinferencewith RCP F1 GP, L.P. (riverstone)askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Pharo Global Advisors Ltdaskebsa.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 | Nhit Strategic Alpha Trustcollective trust | Loomis Sayles Trust Company | Pooled vehicles | $131M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $457M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | EB Emerging Mkts Debt Opportunisticcollective trust | BNY Mellon | Private credit | $5,407 held | Disclosed holding | askebsa.dol.gov |
+18 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 | 8,124 | Not disclosed | Not disclosed | n/a | $974M | $95.9M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 7,976 | Not disclosed | Not disclosed | n/a | $934M | $98.9M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 8,080 | Not disclosed | Not disclosed | n/a | $879M | $76.5M | Not disclosed | Not disclosed |
- Intercontinental Real Estate Corp codes 28 51 $486,664 PY2024
- Loomis Sayles Trust Company codes 28 51 $425,694 PY2024
- Susette Stone codes 30 50 $306,877 PY2024
+100 more service providers
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Provenance
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 ended2024-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Funded status changed2023-07-01source
+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
+18 connections on the graph
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