This allocator's name, 1 more adviser, 2 more managers, 5 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, based in Westbury, New York, reporting $118M in assets, for 2,370 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $118M
- Funded ratio
- 88.0%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 May 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Western Asset US Core Bond, LLC2 commitments
- Wtc-Cif Core Bond Portfolio1 commitment
- Prudential Insurance Company of Ame3 commitments
- Western Asset Mgmt Company, LLC2 commitments
- Wellington Trust Company, Na1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 0.2%
- Other investments 6.6%
- Partnership/joint venture interests 8.8%
- Common/collective trusts 12.7%
- Pooled separate accounts 5.9%
- Registered investment companies 64.8%
- The Segal Co. (eastern States) Inc. General consultantthrough May 31, 2025 Form 5500
- Quan Vest Consultants Investment adviser (plan)through May 31, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough May 31, 2023 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 Insurance Company of Ame3 rows, latest May 31, 2025
- Western Asset Mgmt Company, LLC2 rows, latest May 31, 2024
- Wellington Trust Company, Na1 row, latest May 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Western Asset Mgmt Company, LLCplan years
- Prudential Insurance Company of Ameplan years 2024
- Legg Mason, Inc and Subsidiariesplan years 2023
+1 more Schedule C manager
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- May 31, 2025Holding endedinference
- May 31, 2025Holding started
- Dec 31, 2024Consultant changedinferencewith The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Jun 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- May 31, 2024Holding endedinference
+5 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 May 31, 2025 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Wtc-Cif Core Bond Portfoliocollective trust | Wellington Trust Company, Na | Fixed income | $15.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $8.1M held | Disclosed holding | askebsa.dol.gov |
+5 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 May 31, 2025 | 2,370 | Not disclosed | Not disclosed | n/a | $118M | $10.4M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 2,460 | Not disclosed | Not disclosed | n/a | $121M | $10.7M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 2,530 | Not disclosed | Not disclosed | n/a | $118M | $11.4M | Not disclosed | Not disclosed |
- Proskauer Rose, LLP codes 29 50 $246,036 PY2024
- C & R Consulting, Inc. codes 13 50 $182,700 PY2024
- First Actuarial Consulting, Inc. codes 11 50 $88,881 PY2024
+42 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 ended2024-05-31source
- Holding in a pooled vehicle ended2025-05-31source
- Holding in a pooled vehicle ended2024-05-31source
+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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