This allocator's name, 1 more adviser, 3 more managers and 18 more commitments
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Taft-Hartley plan in New York
Taft-Hartley plan, based in White Plains, New York, reporting $193M in assets, for 9,398 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $193M
- Funded ratio
- 113.4%
- Fund commitments
- 7
- Managers
- 4
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- Longview Smallcap 600 Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Longview Ultra Construction Loan in3 commitments
- Amalgamated Bank of New York6 commitments
- NEW Tower Trust Company3 commitments
- Amalgamated Bank3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.1%
- Other investments 4.8%
- Partnership/joint venture interests 27.9%
- 103-12 investment entities 10.2%
- Common/collective trusts 24.6%
- Registered investment companies 21.2%
- Common stock 9.4%
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- NEW Tower Trust Company Trusteethrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 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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- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Johnston Asset Managementplan years
- Amalgamated Bankplan years
- Polen Capitalplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Amalgamated Bank of New Yorkaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 4 pointsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Amalgamated Bank of New Yorkaskebsa.dol.gov
- Jan 1, 2023Assets changeddown $37.9Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $11.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $21,418 held | Disclosed holding | askebsa.dol.gov |
+18 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 Dec 31, 2024 | 9,398 | Not disclosed | Not disclosed | n/a | $193M | $54.0M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,644 | Not disclosed | Not disclosed | n/a | $186M | $50.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,712 | Not disclosed | Not disclosed | n/a | $174M | $50.7M | Not disclosed | Not disclosed |
- Schulte Roth & Zabel LLP codes 29 50 $606,652 PY2024
- Amalgamated Empoyee Benefits Admini codes 13 50 $463,466 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $120,964 PY2024
+68 more service providers
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Provenance
Record history
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
- Manager relationship started2024-12-31source
+1 more change 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
+14 connections on the graph
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