This allocator's name, 4 more advisers, 1 more manager, 18 more commitments and 4 more dated events
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 Long Island City, New York, reporting $133M in assets, for 1,731 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $133M
- Funded ratio
- 109.5%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Withum Smith and Brown.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Strategic Property Fund3 commitments
- Jpmcb Core Bond Fund3 commitments
- Blackrock Equity Index Fund3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.1%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (preferred) 1.2%
- U.S. Government securities 0.1%
- Other investments 0.9%
- Common/collective trusts 75.5%
- Registered investment companies 0.7%
- Common stock 7.7%
- Real estate (other than employer real property) 8.5%
- Hssh Consulting General consultantthrough Dec 31, 2024 Form 5500
- Quan Vest Consultants Pension consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Withum Smith and Brown General consultantthrough Dec 31, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock9 rows, latest Dec 31, 2024
- JP Morgan Asset Mgmt6 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Asset Mgmtplan years
- Blackrockplan years
- Gamco Asset Management, Inc.plan years 2022
+2 more Schedule C managers
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- Dec 31, 2024Consultant changedinferencewith Withum Smith and Brownaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Hssh Consultingaskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 3 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Withum Smith and Brownaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Tocqueville Asset Management LPaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Asset Mgmt | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Equity Index Fundcollective trust | Blackrock | Public equity | $52.2M 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 | 1,731 | Not disclosed | Not disclosed | n/a | $133M | Not disclosed | Not disclosed | $11.4M |
| 2023 to Dec 31, 2023 | 1,765 | Not disclosed | Not disclosed | n/a | $128M | Not disclosed | Not disclosed | $13.9M |
| 2022 to Dec 31, 2022 | 1,902 | Not disclosed | Not disclosed | n/a | $126M | Not disclosed | Not disclosed | $13.5M |
- Proskauer Rose LLP codes 29 50 $62,188 PY2024
- Quan-Vest Consultants, Inc. codes 17 27 50 $51,181 PY2024
- LSV Asset Management codes 28 51 $48,003 PY2024
+59 more service providers
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Provenance
This record sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Manager relationship ended2023-12-31source
+6 more changes 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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