This allocator's name

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Taft-Hartley plan in New York

Taft-Hartley plan· Port Washington, New York

Taft-Hartley plan, based in Port Washington, New York, reporting $14.9M in assets, for 896 participants.

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

Assets
$14.9M
Funded ratio
158.7%
Open searchesAllocation 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 Syntonic Systems, Inc.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$14.9M
Total assets, Apr 30, 2025 reported
Funded
158.7%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Non-interest-bearing cash 2.0%
  • Corporate debt instruments (other) 7.9%
  • U.S. Government securities 10.8%
  • Other investments 1.0%
  • Registered investment companies 20.2%
  • Common stock 55.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
3 events
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
$14.9M Apr 30, 2025 reported Form 5500
$14.0M (2024-04) · $12.8M (2023-04)
Plan assets
$14.0M May 1, 2024 reported Form 5500
$12.8M (2023-05) · $13.0M (2022-05)
Net assets
$14.9M Apr 30, 2025 reported Form 5500
$14.0M (2024-04) · $12.8M (2023-04)
Funded ratio
158.7% May 1, 2024 reported Form 5500
146.4% (2023-05) · 151.8% (2022-05)
Participants
896 May 1, 2024 reported Form 5500
880 (2023-05) · 853 (2022-05)
Contributions
$719,150 Apr 30, 2025 reported Form 5500
$671,021 (2024-04) · $590,291 (2023-04)
Benefits paid
$463,747 Apr 30, 2025 reported Form 5500
$518,761 (2024-04) · $477,961 (2023-04)
Net investment income
$860,292 Apr 30, 2025 reported Form 5500
$1.2M (2024-04) · -$196,296 (2023-04)
Investment management fees
$127,495 Apr 30, 2025 reported Form 5500
$117,138 (2024-04) · $99,808 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025896Not disclosedNot disclosedn/a$14.9MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024880Not disclosedNot disclosedn/a$14.0MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023853Not disclosedNot disclosedn/a$12.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Nina Bellini codes 15 50 $181,079 PY2024
  • Barnes, Iaccarino & Sheperd LLP codes 29 50 $52,170 PY2024
  • Milliman codes 11 50 $41,700 PY2024

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

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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 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, managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-05-01source
  • Funded status changed
    2024-05-01source
  • 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

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+3 connections on the graph

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