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This allocator's name and 4 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· Ithaca, New York

Taft-Hartley plan, based in Ithaca, New York, reporting $118M in assets, for 1,205 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $118M
Funded ratio: 100.4%
Managers: 3

Open searches Allocation policy Managers

As of 2024-12-31 · 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: 31 Dec 2024, Manager relationship started.

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

Taft-Hartley plan

Assets

$118M

Total assets, Dec 31, 2024 reported

Funded

100.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.1%
Non-interest-bearing cash 0.8%
Corporate debt instruments (preferred) 7.8%
U.S. Government securities 21.5%
Registered investment companies 40.3%
Common stock 25.6%

Consultants and advisers

1 firm

O'Sullivan Associates Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on Schedule C

From Schedule C (investment management, code 28)

Columbia Intermediate Termplan years 2024
Loomis Large Cap Growthplan years 2024
Boston Partners Large Cap Valueplan years 2024

+1 more Schedule C manager

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

9 events

Dec 31, 2024Manager relationship started
with Boston Partners Large Cap Valueaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Columbia Intermediate Termaskebsa.dol.gov
Dec 31, 2024Manager relationship started
with Loomis Large Cap Growthaskebsa.dol.gov
Dec 31, 2024Assets changed
$10.8Maskebsa.dol.gov
Jan 1, 2024Funded status changed
3 pointsaskebsa.dol.gov

+4 more dated events

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

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

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

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings

Total assets

$118M Dec 31, 2024 reported Form 5500

$107M (2023-12) · $94.9M (2022-12)

Plan assets

$107M Jan 1, 2024 reported Form 5500

$94.9M (2023-01) · $111M (2022-01)

Net assets

$118M Dec 31, 2024 reported Form 5500

$107M (2023-12) · $94.9M (2022-12)

Funded ratio

100.4% Jan 1, 2024 reported Form 5500

97.7% (2023-01) · 95.2% (2022-01)

Participants

1,205 Jan 1, 2024 reported Form 5500

1,229 (2023-01) · 1,197 (2022-01)

Contributions

$4.5M Dec 31, 2024 reported Form 5500

$4.5M (2023-12) · $4.4M (2022-12)

Benefits paid

$6.3M Dec 31, 2024 reported Form 5500

$6.2M (2023-12) · $5.9M (2022-12)

Net investment income

$10.8M Dec 31, 2024 reported Form 5500

$11.9M (2023-12) · -$16.6M (2022-12)

Investment management fees

$388,328 Dec 31, 2024 reported Form 5500

$341,806 (2023-12) · $342,825 (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	1,205	Not disclosed	Not disclosed	n/a	$118M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,229	Not disclosed	Not disclosed	n/a	$107M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,197	Not disclosed	Not disclosed	n/a	$94.9M	Not disclosed	Not disclosed	Not disclosed

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

Bank of America codes 28 50 $252,303 PY2024
Heidi O'Rourke codes 30 50 $67,820 PY2024
Terry Clark codes 30 50 $66,236 PY2024

+23 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 15, 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.

Not yet on record: fund commitments.

Record history

9 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
Manager relationship started
2024-12-31source

+6 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

+6 connections on the graph

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