This allocator's name, 1 more manager, 6 more commitments and 3 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in New York
Taft-Hartley plan, based in NEW York, New York, reporting $44.2M in assets, for 1,292 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $44.2M
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- NIS Intermediate Fixed Income Fund3 commitments
- Prudential High Yield Fund3 commitments
- ASB Labor Equity Index Fund2 commitments
- National Investment Services3 commitments
- Prudential Trust Co.3 commitments
- Chevy Chase Trust Company2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 5.5%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 16.8%
- Common/collective trusts 36.2%
- Registered investment companies 5.1%
- Common stock 4.8%
- Real estate (other than employer real property) 5.4%
- Investment Performance Services General consultantthrough Dec 31, 2022 Form 5500
- Wells Fargo & Company Custodianthrough Dec 31, 2022 Form 5500
- Cbiz Ris Actuarythrough Dec 31, 2022 Form 5500
- National Investment Services3 rows, latest Dec 31, 2024
- Prudential Trust Co.3 rows, latest Dec 31, 2024
- Chevy Chase Trust Company2 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- National Investment Servicesplan years 2023
- Chartwell Investment Partnersplan years 2022
- Prudential Trust Co.plan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Holding started
- Dec 31, 2024Manager relationship endedinferencewith Chartwell Investment Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith National Investment Servicesaskebsa.dol.gov
- Dec 31, 2024Assets changed$5.0Maskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NIS Intermediate Fixed Income Fundcollective trust | National Investment Services | Fixed income | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 1000 Growth Indexcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prudential High Yield Fundcollective trust | Prudential Trust Co. | Fixed income | $4.5M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
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 | 1,292 | Not disclosed | Not disclosed | n/a | $44.2M | Not disclosed | Not disclosed | $2.4M |
| 2023 to Dec 31, 2023 | 1,337 | Not disclosed | Not disclosed | n/a | $39.1M | Not disclosed | Not disclosed | $2.1M |
| 2022 to Dec 31, 2022 | 1,404 | Not disclosed | Not disclosed | n/a | $22.0M | Not disclosed | Not disclosed | $2.7M |
- Njbls Welfare Fund codes 49 50 $108,000 PY2024
- Investment Performance Services codes 16 50 $59,375 PY2024
- Cbiz Retirement Plan Services codes 11 50 $53,350 PY2024
+35 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
Not yet on record: funded ratio.
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source
- Manager relationship ended2023-12-31source
- Manager relationship started2023-12-31source
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.