This allocator's name, 1 more adviser, 3 more commitments and 2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Valley Stream, New York, reporting $29.4M in assets, for 1,514 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $29.4M
- Funded ratio
- 124.9%
- Fund commitments
- 2
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Quan Vest Consultants.
Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Core Plus Bond Fund3 commitments
- Longview Core Plus Fixed Income3 commitments
- Prudential Trust Co.3 commitments
- Amalgamated Bank3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.2%
- Insurance company general account 10.4%
- Partnership/joint venture interests 8.1%
- Common/collective trusts 19.0%
- Registered investment companies 29.0%
- Common stock 22.0%
- Quan Vest Consultants Investment adviser (plan)through Dec 31, 2024 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2024 Form 5500
- Dickinson Group, LLC Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Prudential Trust Co.3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Amalgamated Bankplan years
- Atalanta Sosnoff Capitalplan years 2024
- Prudential Trust Co.plan years 2024
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Intercontinental Real Estate Investaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Atalanta Sosnoff Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Quan Vest Consultantsaskebsa.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 Dec 31, 2024 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Core Plus Fixed Incomecollective trust | Amalgamated Bank | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov |
+3 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 | 1,514 | Not disclosed | Not disclosed | n/a | $29.4M | $2.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,514 | Not disclosed | Not disclosed | n/a | $27.1M | Not disclosed | Not disclosed | $2.5M |
| 2022 to Dec 31, 2022 | 886 | Not disclosed | Not disclosed | n/a | $25.0M | Not disclosed | Not disclosed | $3.0M |
- Eastern States Joint Board codes 49 50 $116,842 PY2024
- Mccarthy and Preece codes 29 50 $36,000 PY2024
- Intercontinental Real Estate Corp codes 28 51 $26,162 PY2024
+27 more service providers
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Provenance
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Funded status changed2024-01-01source
- Manager relationship started2024-12-31source
- Manager relationship started2024-12-31source
+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
+9 connections on the graph
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