DFX Intelligence

This allocator's name, 2 more advisers and 1 more dated event

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· Rego Park, New York

Taft-Hartley plan, based in Rego Park, New York, reporting $64.4M in assets, for 701 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: $64.4M
Funded ratio: 7.4%
Managers: 1

Open searches 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, Manager relationship started.

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

Taft-Hartley plan

Assets

$64.4M

Total assets, Dec 31, 2024 reported

Funded

7.4%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.0%
Non-interest-bearing cash 1.5%
Corporate debt instruments (other) 14.9%
Corporate debt instruments (preferred) 13.1%
U.S. Government securities 24.9%
Registered investment companies 32.7%
Common stock 9.5%

Consultants and advisers

5 firms

Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2022 Form 5500
Bank of America Trusteethrough Dec 31, 2024 Form 5500
O'Sullivan & Associates 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on Schedule C

From Schedule C (investment management, code 28)

TCW Group Incplan years 2024
The Boston Companyplan years 2023
Ameriprise Financial, Incplan years 2023

What changed

6 events

Dec 31, 2024Manager relationship started
with TCW Group Incaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
with Ameriprise Financial, Incaskebsa.dol.gov
Jan 1, 2024Assets changed
$1.2Maskebsa.dol.gov
Dec 31, 2023Manager relationship started
with The Boston Companyaskebsa.dol.gov
Dec 31, 2023Manager relationship started
with Ameriprise Financial, Incaskebsa.dol.gov

+1 more dated event

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings

Total assets

$64.4M Dec 31, 2024 reported Form 5500

$64.6M (2023-12) · $62.0M (2022-12)

Plan assets

$5.1M Jan 1, 2024 reported Form 5500

$3.9M (2023-01) · $4.5M (2022-01)

Net assets

$64.0M Dec 31, 2024 reported Form 5500

$64.2M (2023-12) · $61.7M (2022-12)

Funded ratio

7.4% Jan 1, 2024 reported Form 5500

6.0% (2023-01) · 5.1% (2022-01)

Participants

701 Jan 1, 2024 reported Form 5500

744 (2023-01) · 795 (2022-01)

Contributions

$696,970 Dec 31, 2024 reported Form 5500

$725,709 (2023-12) · $800,234 (2022-12)

Benefits paid

$5.2M Dec 31, 2024 reported Form 5500

$5.2M (2023-12) · $5.2M (2022-12)

Net investment income

-$212,157 Dec 31, 2024 reported Form 5500

$2.5M (2023-12) · $57.2M (2022-12)

Investment management fees

$259,072 Dec 31, 2024 reported Form 5500

$266,262 (2023-12) · $162,074 (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	701	Not disclosed	Not disclosed	n/a	$64.4M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	744	Not disclosed	Not disclosed	n/a	$64.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	795	Not disclosed	Not disclosed	n/a	$62.0M	Not disclosed	Not disclosed	Not disclosed

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

Merrill Lynch Pierce Fenner & Smith codes 27 $231,998 PY2024
The Segal Company (eastern States), codes 11 $60,000 PY2024
this allocator codes 14 $46,960 PY2024

+23 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

Identifiers: none on file

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 15, 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.

Not yet on record: fund commitments.

Record history

6 dated events on the change ledger, latest first

Manager relationship started
2023-12-31source
Manager relationship started
2023-12-31source
Manager relationship started
2024-12-31source

+3 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.