This allocator's name

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Taft-Hartley plan in New York

Taft-Hartley plan· Liverpool, New York

Taft-Hartley plan, based in Liverpool, New York, reporting $295,955 in assets, for 233 participants.

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

Assets
$295,955
Fund commitments
1
Open searchesSimilar plans, same strategyCommitments (1)
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Allocation policy
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: 30 Jun 2025, Total assets changed.

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
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$295,955
Total assets, Jun 30, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jun 30, 2025
Commitments
1
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 75.6%
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
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
2 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2024Master Income-Plus Group Trustcollective trustMaster Income GroupFixed income$791 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Master Income-Plus Group Trustcollective trustMaster Income GroupFixed income$1,920 heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$295,955 Jun 30, 2025 reported Form 5500
$230,346 (2024-06) · $260,759 (2023-06)
Net assets
-$8.2M Jun 30, 2025 reported Form 5500
-$7.3M (2024-06) · -$6.4M (2023-06)
Participants
233 Jul 1, 2024 reported Form 5500
241 (2023-07) · 243 (2022-07)
Contributions
$478,693 Jun 30, 2025 reported Form 5500
$502,858 (2024-06) · $553,940 (2023-06)
Benefits paid
$771,888 Jun 30, 2025 reported Form 5500
$782,368 (2024-06) · $794,136 (2023-06)
Net investment income
-$927,592 Jun 30, 2025 reported Form 5500
-$885,795 (2024-06) · -$774,087 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025233Not disclosedNot disclosedn/a$295,955Not disclosedNot disclosedNot disclosed
2023 to Jun 30, 2024241Not disclosedNot disclosedn/a$230,346Not disclosedNot disclosedNot disclosed
2022 to Jun 30, 2023243Not disclosedNot disclosedn/a$260,759Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Bonadio & Co., LLP codes 10 50 $17,765 PY2024
  • O'Sullivan Associates codes 11 50 $9,098 PY2024
  • Income Plus Investment Fund Sched. D C PY2024

+8 more service providers

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 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, managers.

Record history

2 dated events on the change ledger, latest first
  • Total assets changed
    2024-06-30source
  • Total assets changed
    2025-06-30source

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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