This allocator's name

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Taft-Hartley plan in New York

Taft-Hartley plan· West Seneca, New York

Taft-Hartley plan, based in West Seneca, New York, reporting $77.7M in assets, for 833 participants.

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

Assets
$77.7M
Funded ratio
86.1%
Open searchesAllocation policy
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 ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$77.7M
Total assets, Jun 30, 2025 reported
Funded
86.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 4.0%
  • Corporate debt instruments (preferred) 2.9%
  • U.S. Government securities 10.7%
  • Other investments 3.1%
  • Partnership/joint venture interests 3.0%
  • Registered investment companies 23.8%
  • Common stock 38.6%
  • Preferred stock 0.0%
  • Real estate (other than employer real property) 9.7%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)

+4 more Schedule C managers

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

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

What changed
2 events
  • Dec 31, 2024Manager relationship endedinference
    with Invesco Advisers, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    with Polen Capital Managementaskebsa.dol.gov
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
$77.7M Jun 30, 2025 reported Form 5500
$71.4M (2024-06) · $66.0M (2023-06)
Plan assets
$66.2M Jul 1, 2024 reported Form 5500
$61.3M (2023-07) · $60.7M (2022-07)
Net assets
$71.4M Jun 30, 2025 reported Form 5500
$66.2M (2024-06) · $61.2M (2023-06)
Funded ratio
86.1% Jul 1, 2024 reported Form 5500
84.6% (2023-07) · 83.8% (2022-07)
Participants
833 Jul 1, 2024 reported Form 5500
862 (2023-07) · 820 (2022-07)
Contributions
$3.8M Jun 30, 2025 reported Form 5500
$3.4M (2024-06) · $3.1M (2023-06)
Benefits paid
$5.9M Jun 30, 2025 reported Form 5500
$5.8M (2024-06) · $6.4M (2023-06)
Net investment income
$5.1M Jun 30, 2025 reported Form 5500
$5.0M (2024-06) · $803,502 (2023-06)
Investment management fees
$313,233 Jun 30, 2025 reported Form 5500
$302,872 (2024-06) · $289,374 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025833Not disclosedNot disclosedn/a$77.7M$2.3MNot disclosed$7.6M
2023 to Jun 30, 2024862Not disclosedNot disclosedn/a$71.4M$2.1MNot disclosed$6.3M
2022 to Jun 30, 2023820Not disclosedNot disclosedn/a$66.0MNot disclosedNot disclosed$8.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • UBS Financial Services, Inc. codes 27 99 $164,026 PY2024
  • Luke Baecker codes 30 $52,394 PY2024
  • USI Consulting Group codes 11 50 $44,335 PY2024

+35 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, managers.

Record history

2 dated events on the change ledger, latest first
  • Manager relationship started
    2023-12-31source
  • Manager relationship ended
    2024-12-31source

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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