This allocator's name, 1 more adviser and 6 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Glens Falls, New York, reporting $112M in assets, for 589 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $112M
- Funded ratio
- 122.3%
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 12.2%
- U.S. Government securities 18.8%
- Registered investment companies 7.5%
- Common stock 54.7%
- Real estate (other than employer real property) 3.4%
- Atalanta Sosnoff Capital Investment adviser (plan)through May 31, 2023 Form 5500
- Merrill Lynch,pierce,fenner & Smith Custodianthrough May 31, 2023 Form 5500
- Bolton Partners Ne, Inc. Actuarythrough May 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Loomis Saylesplan years 2025
- Ameriprise Financial, Incplan years 2024
- The Boston Companyplan years 2024
+2 more Schedule C managers
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- Dec 31, 2024Manager relationship startedwith Loomis Saylesaskebsa.dol.gov
- Jun 1, 2024Funded status changed12 pointsaskebsa.dol.gov
- Jun 1, 2024Assets changed$12.6Maskebsa.dol.gov
- May 31, 2024Assets changed$12.6Maskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith The Boston Companyaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the 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 May 31, 2025 | 589 | Not disclosed | Not disclosed | n/a | $112M | Not disclosed | Not disclosed | $3.8M |
| 2023 to May 31, 2024 | 580 | Not disclosed | Not disclosed | n/a | $103M | Not disclosed | Not disclosed | $4.0M |
| 2022 to May 31, 2023 | 575 | Not disclosed | Not disclosed | n/a | $90.6M | Not disclosed | Not disclosed | Not disclosed |
- Bank of America codes 28 $84,325 PY2024
- Columbia Fis Interm codes 28 $62,617 PY2024
- Bolton Partners Northeast, Inc. codes 11 $43,050 PY2024
+24 more service providers
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Provenance
Not yet on record: fund commitments.
Record history
- Funded status changed2023-06-01source
- Funded status changed2024-06-01source
- Manager relationship started2023-12-31source
+8 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
+10 connections on the graph
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