This allocator's name, 1 more adviser, 1 more commitment and 6 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.
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Briarcliff Manor, New York, reporting $296M in assets, for 1,422 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $296M
- Funded ratio
- 122.9%
- Fund commitments
- 1
- Managers
- 7
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to TPA Corporation.
Capital path
who backs this record, through what, into what; each name opens its own path- EB Temporary Investment4 commitments
- BNY Mellon4 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 9.4%
- Corporate debt instruments (preferred) 2.4%
- U.S. Government securities 19.7%
- Partnership/joint venture interests 3.6%
- Common/collective trusts 0.1%
- Registered investment companies 17.3%
- Common stock 46.1%
- Wells Fargo Advisors, LLC Investment adviser (plan)through Dec 31, 2025 Form 5500
- TPA Corporation General consultantthrough Dec 31, 2025 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2025 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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- BNY Mellon4 rows, latest Dec 31, 2025
- Lazard Asset Management LLCplan years 2025
- Sage Advisory Services Ltd. Co.plan years 2025
- Stacey Braun Associates, Inc.plan years 2025
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2025Manager relationship startedwith Madison Investment Advisors, LLCaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith TPA Corporationaskebsa.dol.gov
- Jan 1, 2025Funded status changed12 pointsaskebsa.dol.gov
- Jan 1, 2025Assets changed$30.8Maskebsa.dol.gov
- Dec 31, 2024Assets changed$29.2Maskebsa.dol.gov
+6 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 Dec 31, 2025 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $337,928 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $78,139 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $174,618 held | Disclosed holding | askebsa.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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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,422 | Not disclosed | Not disclosed | n/a | $296M | $10.7M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 1,411 | Not disclosed | Not disclosed | n/a | $272M | $8.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,443 | Not disclosed | Not disclosed | n/a | $243M | $7.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,427 | Not disclosed | Not disclosed | n/a | $217M | Not disclosed | Not disclosed | Not disclosed |
- Stacey Braun Associates, Inc. codes 28 51 68 $273,792 PY2025
- The Bank of New York Mellon codes 19 51 52 59 62 99 $146,150 PY2025
- Schultheis & Panettieri LLP codes 10 50 $86,003 PY2025
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 2 traced paths of capital across the graphs.
DFX traced 2 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
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Funded status changed2025-01-01source
+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
+15 connections on the graph
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