DFX Intelligence

This allocator's name, 2 more advisers, 11 more commitments and 6 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· Long Island City, New York

Taft-Hartley plan, based in Long Island City, New York, reporting $176M in assets, for 1,158 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $176M
Funded ratio: 115.3%
Fund commitments: 6
Managers: 1

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Commitments (6)Allocation policy Managers

As of 2024-12-31 · 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 Segal Marco Advisors.

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

Longview Largecap 500 Index Fund3 commitments
Longview Core Bond Fund3 commitments
Longview Midcap 400 Index Fund2 commitments

All 6

Managers

Amalgamated Bank of New York8 commitments
Ullico Investment Advisors2 commitments

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$176M

Total assets, Dec 31, 2024 reported

Funded

115.3%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 6.4%
Non-interest-bearing cash 0.8%
Insurance company general account 4.3%
Partnership/joint venture interests 9.2%
103-12 investment entities 3.1%
Common/collective trusts 62.6%
Registered investment companies 10.3%

Consultants and advisers

5 firms

Segal Marco Advisors Investment adviser (plan)through Dec 31, 2023 Form 5500
Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Segal Consulting Actuarythrough Dec 31, 2022 Form 5500

+2 more consultants and advisers advise this allocator

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

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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

Amalgamated Bank of New York8 rows, latest Dec 31, 2024
Ullico Investment Advisors2 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Ullico Investment Advisors, Inc.plan years 2024
Crescent Capitalplan years 2023
American Realty Advisorsplan years 2022

What changed

11 events

Dec 31, 2024Manager relationship started
with Ullico Investment Advisors, Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinference
with Segal Marco Advisorsaskebsa.dol.gov
Dec 31, 2024Assets changed
$20.1Maskebsa.dol.gov
Jan 1, 2024Assets changed
$15.5Maskebsa.dol.gov
Dec 31, 2023Holding started
with Longview Largecap 1000 Growth Index$3.8Maskebsa.dol.gov

+6 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

14 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Longview Largecap 500 Index Fundcollective trust	Amalgamated Bank of New York	Pooled vehicles	$69.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Longview Core Bond Fundcollective trust	Amalgamated Bank of New York	Fixed income	$24.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Longview Midcap 400 Index Fundcollective trust	Amalgamated Bank of New York	Pooled vehicles	$8.2M held	Disclosed holding	askebsa.dol.gov

+11 more commitments

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

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Size and funding

30 readings

Total assets

$176M Dec 31, 2024 reported Form 5500

$156M (2023-12) · $140M (2022-12)

Plan assets

$155M Jan 1, 2024 reported Form 5500

$140M (2023-01) · $159M (2022-01)

Net assets

$175M Dec 31, 2024 reported Form 5500

$155M (2023-12) · $140M (2022-12)

Funded ratio

115.3% Jan 1, 2024 reported Form 5500

116.5% (2023-01) · 118.2% (2022-01)

Participants

1,158 Jan 1, 2024 reported Form 5500

1,219 (2023-01) · 1,298 (2022-01)

Contributions

$4.3M Dec 31, 2024 reported Form 5500

$3.4M (2023-12) · $4.6M (2022-12)

Benefits paid

$5.2M Dec 31, 2024 reported Form 5500

$4.4M (2023-12) · $4.0M (2022-12)

Net investment income

$20.1M Dec 31, 2024 reported Form 5500

$15.5M (2023-12) · -$19.5M (2022-12)

Investment management fees

$765,348 Dec 31, 2024 reported Form 5500

$320,100 (2023-12) · $277,135 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	1,158	Not disclosed	Not disclosed	n/a	$176M	$16.2M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,219	Not disclosed	Not disclosed	n/a	$156M	$14.9M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,298	Not disclosed	Not disclosed	n/a	$140M	$14.4M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Crescent Capital Group codes 28 50 $450,024 PY2024
American Realty Advisors codes 28 51 $132,809 PY2024
this allocator codes 38 49 $126,796 PY2024

+46 more service providers

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

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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.

Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

11 dated events on the change ledger, latest first

Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source
Holding in a pooled vehicle started
2023-12-31source

+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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