This allocator's name, 1 more commitment and 1 more dated event

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Taft-Hartley plan in New York

Taft-Hartley plan· Westbury, New York

Taft-Hartley plan, based in Westbury, New York, reporting $23.5M in assets, for 206 participants.

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

Assets
$23.5M
Funded ratio
12.7%
Fund commitments
2
Managers
1
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Commitments (2)Allocation policyManagers
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, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New York
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$23.5M
Total assets, Mar 31, 2025 reported
Funded
12.7%
Apr 1, 2023
Private markets target
no policy read
policy Mar 31, 2025
Commitments
2
1 manager on Schedule C
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Non-interest-bearing cash 1.5%
  • Corporate debt instruments (other) 67.0%
  • U.S. Government securities 11.2%
  • Pooled separate accounts 4.5%
Consultants and advisers
1 firm
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
6 events

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Pgim Quant Solutions W5000 Indseparate accountPrudential Insurance Company of AmePooled vehicles$1.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Pgim Quant Solutions W5000 Indseparate accountPrudential Insurance Company of AmePooled vehicles$784,088 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Prudential Core Conserv Fundcollective trustPrudential Trust Co.Pooled vehicles$954,280 heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
27 readings
Total assets
$23.5M Mar 31, 2025 reported Form 5500
$23.6M (2024-03) · $3.1M (2023-03)
Plan assets
$2.0M Apr 1, 2023 reported Form 5500
$4.5M (2022-04)
Net assets
$23.3M Mar 31, 2025 reported Form 5500
$23.5M (2024-03) · $3.0M (2023-03)
Funded ratio
12.7% Apr 1, 2023 reported Form 5500
23.9% (2022-04)
Participants
206 Apr 1, 2024 reported Form 5500
223 (2023-04) · 230 (2022-04)
Contributions
$1.3M Mar 31, 2025 reported Form 5500
$21.9M (2024-03) · $11,379 (2023-03)
Benefits paid
$2.0M Mar 31, 2025 reported Form 5500
$2.0M (2024-03) · $2.0M (2023-03)
Net investment income
-$151,218 Mar 31, 2025 reported Form 5500
$20.4M (2024-03) · -$2.7M (2023-03)
Investment management fees
$54,875 Mar 31, 2025 reported Form 5500
$46,251 (2024-03) · $34,132 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 2025206Not disclosedNot disclosedn/a$23.5MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 2024223Not disclosedNot disclosedn/a$23.6MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 2023230Not disclosedNot disclosedn/a$3.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Proskauer Rose LLP codes 29 50 $202,879 PY2024
  • Fuiman Mogila, LLP codes 29 50 $62,122 PY2024
  • C & R Consulting, Inc. codes 14 50 $40,500 PY2024

+25 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 29, 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.

Record history

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2024-03-31source
  • Funded status changed
    2023-04-01source
  • Manager relationship started
    2023-12-31source

+3 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.

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