This allocator's name, 6 more advisers and 10 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $1.7B in assets, for 24,083 participants.

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

Assets
$1.7B
Funded ratio
86.2%
Managers
5
Open searchesAllocation policyConsultants
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Managers
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 Silchester International Investor.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$1.7B
Total assets, Jun 30, 2025 reported
Funded
86.2%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
5 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 8.9%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 6.5%
  • U.S. Government securities 5.4%
  • Other investments 21.0%
  • Partnership/joint venture interests 32.4%
  • Registered investment companies 8.2%
  • Common stock 17.2%
Consultants and advisers
9 firms

+6 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
18 managers on Schedule C
From Schedule C (investment management, code 28)

+15 more Schedule C managers

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

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What changed
15 events
  • Dec 31, 2024Manager relationship endedinference
    with Marathon Londonaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with RV Kuhns & Associatesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Silchester International Investoraskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Coronationaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with Acadian Asset Management Headquarteaskebsa.dol.gov

+10 more dated events

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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
$1.7B Jun 30, 2025 reported Form 5500
$1.6B (2024-06) · $1.5B (2023-06)
Plan assets
$1.5B Jul 1, 2024 reported Form 5500
$1.4B (2023-07) · $1.4B (2022-07)
Net assets
$1.7B Jun 30, 2025 reported Form 5500
$1.5B (2024-06) · $1.4B (2023-06)
Funded ratio
86.2% Jul 1, 2024 reported Form 5500
88.0% (2023-07) · 88.6% (2022-07)
Participants
24,083 Jul 1, 2024 reported Form 5500
23,430 (2023-07) · 21,271 (2022-07)
Contributions
$69.0M Jun 30, 2025 reported Form 5500
$65.8M (2024-06) · $58.6M (2023-06)
Benefits paid
$117M Jun 30, 2025 reported Form 5500
$112M (2024-06) · $109M (2023-06)
Net investment income
$135M Jun 30, 2025 reported Form 5500
$90.6M (2024-06) · $20.2M (2023-06)
Investment management fees
$6.1M Jun 30, 2025 reported Form 5500
$5.0M (2024-06) · $5.1M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202524,083Not disclosedNot disclosedn/a$1.7B$544MNot disclosedNot disclosed
2023 to Jun 30, 202423,430Not disclosedNot disclosedn/a$1.6B$483MNot disclosedNot disclosed
2022 to Jun 30, 202321,271Not disclosedNot disclosedn/a$1.5B$490MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+118 more service providers

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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.

Record history

15 dated events on the change ledger, latest first
  • Manager relationship ended
    2023-12-31source
  • Manager relationship started
    2023-12-31source
  • Consultant changed
    2023-12-31source

+12 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

+28 connections on the graph

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