This allocator's name, 1 more adviser and 12 more commitments

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· Westbury, New York

Taft-Hartley plan, based in Westbury, New York, reporting $22.3M in assets, for 1,038 participants.

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

Assets
$22.3M
Fund commitments
6
Managers
1
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (6)Allocation policyManagers
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 First Actuarial Consulting, 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
All 6
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$22.3M
Total assets, Mar 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Mar 31, 2025
Commitments
6
1 manager on Schedule C
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.9%
  • Non-interest-bearing cash 1.9%
  • Corporate debt instruments (preferred) 1.4%
  • U.S. Government securities 0.2%
  • Other investments 24.3%
  • Partnership/joint venture interests 8.2%
  • Common/collective trusts 49.9%
  • Pooled separate accounts 2.7%
  • Registered investment companies 0.4%
  • Common stock 2.9%
Consultants and advisers
4 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
1 event
  • Dec 31, 2024Consultant changedinference
    with First Actuarial Consulting, LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
15 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Blackrock Msci Acwi Ex-Us Index Fdcollective trustBlackrockPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$609,052 heldDisclosed holdingaskebsa.dol.gov

+12 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
18 readings
Total assets
$22.3M Mar 31, 2025 reported Form 5500
$23.0M (2024-03) · $22.3M (2023-03)
Net assets
$22.2M Mar 31, 2025 reported Form 5500
$23.0M (2024-03) · $22.2M (2023-03)
Participants
1,038 Apr 1, 2024 reported Form 5500
1,068 (2023-04) · 1,069 (2022-04)
Benefits paid
$1.4M Mar 31, 2025 reported Form 5500
$1.4M (2024-03) · $1.4M (2023-03)
Net investment income
-$764,968 Mar 31, 2025 reported Form 5500
$770,309 (2024-03) · -$4.1M (2023-03)
Investment management fees
$42,673 Mar 31, 2025 reported Form 5500
$42,919 (2024-03) · $54,222 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,038Not disclosedNot disclosedn/a$22.3M$1.8MNot disclosedNot disclosed
2023 to Mar 31, 20241,068Not disclosedNot disclosedn/a$23.0M$1.9MNot disclosedNot disclosed
2022 to Mar 31, 20231,069Not disclosedNot disclosedn/a$22.3M$2.0MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Proskauer Rose codes 29 50 $90,374 PY2024
  • C&r Consulting codes 13 50 $60,000 PY2024
  • Calibre CPA Group, PLLC codes 10 50 $33,826 PY2024

+39 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.

Not yet on record: funded ratio.

Capital chain

This record sits on 6 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 6 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

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-03-31source
  • Holding in a pooled vehicle started
    2024-03-31source
  • Consultant changed
    2024-12-31source

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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