This allocator's name and 1 more commitment
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 Valley Stream, New York, reporting $27.2M in assets, for 2,467 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $27.2M
- Funded ratio
- 98.8%
- Fund commitments
- 4
- Managers
- 2
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own path- Invesco Core Plus Fixed Income Trus1 commitment
- Longview Largecap 500 Index Fund1 commitment
- Longview Midcap 400 Index Fund1 commitment
- Amalgamated Bank of New York2 commitments
- Invesco Trust Company1 commitment
- NEW Tower Trust Company1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.2%
- Common/collective trusts 68.2%
- Registered investment companies 18.1%
- Real estate (other than employer real property) 12.1%
- TPA Corporation General consultantthrough Dec 31, 2024 Form 5500
- Dickinson Group, LLC Actuarythrough Dec 31, 2024 Form 5500
- Summit Actuarial Services Actuarythrough Dec 31, 2024 Form 5500
- Amalgamated Bank of New York2 rows, latest Dec 31, 2024
- Invesco Trust Company1 row, latest Dec 31, 2024
- NEW Tower Trust Company1 row, latest Dec 31, 2024
- Invesco Trust Companyplan years
- Interncontinental US Real Estate inplan years 2024
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Invesco Core Plus Fixed Income Truscollective trust | Invesco Trust Company | Fixed income | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,467 | Not disclosed | Not disclosed | n/a | $27.2M | Not disclosed | Not disclosed | $3.3M |
- Anthony Miranti codes 30 50 $43,448 PY2024
- Victor Lagreca codes 30 50 $34,110 PY2024
- Barnes, Iaccarino, & Shepherd LLP codes 29 50 $31,120 PY2024
+14 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
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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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›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.