DFX Intelligence

This allocator's name, 1 more manager, 9 more commitments and 5 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· Bronx, New York

Taft-Hartley plan, based in Bronx, New York, reporting $43.5M in assets, for 557 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: $43.5M
Funded ratio: 121.8%
Fund commitments: 4
Managers: 2

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

Commitments (4)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.

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

Ullico Infrastructure Tax Exempt Fu3 commitments
Blackrock Msci Acwi Ex-Us Index Fd3 commitments
Longview Midcap 400 Index Fund3 commitments

All 4

Managers

Amalgamated Bank of New York6 commitments
Ullico Investment Advisors3 commitments
Willmington Trust2 commitments

All 4

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

Taft-Hartley plan

Assets

$43.5M

Total assets, Dec 31, 2024 reported

Funded

121.8%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

2 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.0%
Non-interest-bearing cash 1.0%
Corporate debt instruments (other) 4.3%
Insurance company general account 3.1%
Other investments 16.6%
103-12 investment entities 9.6%
Common/collective trusts 44.3%
Registered investment companies 18.8%

Consultants and advisers

2 firms

Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
First Actuarial Consulting, LLC Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Amalgamated Bank of New York6 rows, latest Dec 31, 2024
Ullico Investment Advisors3 rows, latest Dec 31, 2024
Willmington Trust2 rows, latest Dec 31, 2023

+1 more manager 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)

Blackrockplan years
Willmington Trustplan years
Mackay Shieldsplan years 2023

+3 more Schedule C managers

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

10 events

Dec 31, 2024Manager relationship started
with Crescent Capital High Income Fund Baskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Mackay Shieldsaskebsa.dol.gov
Dec 31, 2024Assets changed
$5.2Maskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov

+5 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

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Ullico Infrastructure Tax Exempt Fu103 12 ie	Ullico Investment Advisors	Infrastructure	$4.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Blackrock Msci Acwi Ex-Us Index Fdcollective trust	Blackrock	Pooled vehicles	$1.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Longview Midcap 400 Index Fundcollective trust	Amalgamated Bank of New York	Pooled vehicles	$1.6M held	Disclosed holding	askebsa.dol.gov

+9 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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

Size and funding

30 readings

Total assets

$43.5M Dec 31, 2024 reported Form 5500

$38.3M (2023-12) · $32.5M (2022-12)

Plan assets

$35.4M Jan 1, 2024 reported Form 5500

$30.5M (2023-01) · $33.1M (2022-01)

Net assets

$40.6M Dec 31, 2024 reported Form 5500

$35.4M (2023-12) · $30.5M (2022-12)

Funded ratio

121.8% Jan 1, 2024 reported Form 5500

124.9% (2023-01) · 133.4% (2022-01)

Participants

557 Jan 1, 2024 reported Form 5500

286 (2023-01) · 479 (2022-01)

Contributions

$1.6M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $1.7M (2022-12)

Benefits paid

$446,144 Dec 31, 2024 reported Form 5500

$370,616 (2023-12) · $309,283 (2022-12)

Net investment income

$5.2M Dec 31, 2024 reported Form 5500

$4.9M (2023-12) · -$2.6M (2022-12)

Investment management fees

$212,817 Dec 31, 2024 reported Form 5500

$151,766 (2023-12) · $90,224 (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	557	Not disclosed	Not disclosed	n/a	$43.5M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	286	Not disclosed	Not disclosed	n/a	$38.3M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	479	Not disclosed	Not disclosed	n/a	$32.5M	Not disclosed	Not disclosed	Not disclosed

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

Boyd Watterson Asset Management LLC codes $66,176 PY2024
Ullico Investment Advisors Inc codes 28 $62,518 PY2024
First Actuarial Consulting, Inc. codes 11 50 $36,650 PY2024

+36 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 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

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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

10 dated events on the change ledger, latest first

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

+7 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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