This allocator's name, 15 more commitments and 7 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in NEW York, New York, reporting $819M in assets, for 2,261 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $819M
- Funded ratio
- 123.2%
- Fund commitments
- 9
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Apr 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 400 Idx Fd Dc Nl3 commitments
- NT Collective S&p 500 Index Fund3 commitments
- All-Country World Ex-Us Index Fund3 commitments
- Northern Trust Investments, Inc.15 commitments
- Western Asset Mgmt Company, LLC2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.8%
- Other investments 9.2%
- Partnership/joint venture interests 19.2%
- Common/collective trusts 50.1%
- Registered investment companies 13.3%
- Real estate (other than employer real property) 3.1%
- Morgan Stanley Smith Barney Pension consultantthrough Apr 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Apr 30, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Apr 30, 2023 Form 5500
- Northern Trust Investments, Inc.15 rows, latest Apr 30, 2025
- Western Asset Mgmt Company, LLC2 rows, latest Apr 30, 2024
- Western Asset Mgmt Company, LLCplan years
- Martin Currie Emerging Marketsplan years 2023
- Apaxplan years 2023
+2 more Schedule C managers
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- Apr 30, 2025Holding started
- Apr 30, 2025Holding endedinference
- Apr 30, 2025Holding endedinference
- Apr 30, 2025Assets changed$107Maskebsa.dol.gov
- Apr 30, 2025Assets changed$107Maskebsa.dol.gov
+7 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 Apr 30, 2025 | Ntgi Collective Bond Index Fundcollective trust | Northern Trust Investments, Inc. | Fixed income | $93.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NT Collective S&p 400 Idx Fd Dc Nlcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $28.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $136M held | Disclosed holding | askebsa.dol.gov |
+15 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 Apr 30, 2025 | 2,261 | Not disclosed | Not disclosed | n/a | $865M | $166M | Not disclosed | $26.8M |
| 2023 to Apr 30, 2024 | 2,169 | Not disclosed | Not disclosed | n/a | $758M | $163M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 2,103 | Not disclosed | Not disclosed | n/a | $660M | $136M | Not disclosed | Not disclosed |
- Graystone Consulting codes 17 27 $200,000 PY2024
- Northern Trust codes 21 28 $140,920 PY2024
- Proskauer Rose LLP codes 29 $118,610 PY2024
+54 more service providers
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Provenance
Record history
- Holding in a pooled vehicle started2025-04-30source
- Holding in a pooled vehicle ended2024-04-30source
- Holding in a pooled vehicle ended2025-04-30source
+9 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
+9 connections on the graph
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