This allocator's name, 2 more advisers and 3 more commitments

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Taft-Hartley plan in New York

Taft-Hartley plan· Cicero, New York

Taft-Hartley plan, based in Cicero, New York, reporting $665M in assets, for 5,036 participants.

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

Assets
$665M
Funded ratio
99.2%
Fund commitments
2
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (2)Allocation policyConsultants
As of · 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, Changed investment consultant to Morgan Stanley Smith Barney, LLC.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New York
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$665M
Total assets, Dec 31, 2024 reported
Funded
99.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 9.4%
  • Non-interest-bearing cash 1.0%
  • Partnership/joint venture interests 1.0%
  • Common/collective trusts 3.5%
  • Registered investment companies 80.0%
  • Common stock 3.8%
Consultants and advisers
5 firms

+2 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Master Income-Plus Group Trustcollective trustMaster Income Plus Investment FundFixed income$2,114 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Commingled Pension Trust Fund (speccollective trustJpmorgan Special SituationsPooled vehicles$23.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Master Income-Plus Group Trustcollective trustMaster Income Plus Investment FundFixed income$15,347 heldDisclosed holdingaskebsa.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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Size and funding
30 readings
Total assets
$665M Dec 31, 2024 reported Form 5500
$572M (2023-12) · $486M (2022-12)
Plan assets
$570M Jan 1, 2024 reported Form 5500
$481M (2023-01) · $495M (2022-01)
Net assets
$664M Dec 31, 2024 reported Form 5500
$570M (2023-12) · $481M (2022-12)
Funded ratio
99.2% Jan 1, 2024 reported Form 5500
100.4% (2023-01) · 101.5% (2022-01)
Participants
5,036 Jan 1, 2024 reported Form 5500
4,764 (2023-01) · 4,610 (2022-01)
Contributions
$63.7M Dec 31, 2024 reported Form 5500
$66.0M (2023-12) · $63.5M (2022-12)
Benefits paid
$20.4M Dec 31, 2024 reported Form 5500
$18.0M (2023-12) · $15.2M (2022-12)
Net investment income
$94.2M Dec 31, 2024 reported Form 5500
$88.9M (2023-12) · -$14.4M (2022-12)
Investment management fees
$596,738 Dec 31, 2024 reported Form 5500
$727,347 (2023-12) · $640,375 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20245,036Not disclosedNot disclosedn/a$665M$6.6MNot disclosedNot disclosed
2023 to Dec 31, 20234,764Not disclosedNot disclosedn/a$572M$3.7MNot disclosedNot disclosed
2022 to Dec 31, 20224,610Not disclosedNot disclosedn/a$486M$1.4MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+58 more service providers

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Provenance
Identifiers: none on file
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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

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

5 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2024-12-31source
  • Total assets changed
    2024-01-01source

+2 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

+8 connections on the graph

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