This allocator's name, 2 more advisers, 6 more managers, 29 more commitments and 4 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 Mineola, New York, reporting $364M in assets, for 5,572 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $364M
- Funded ratio
- 99.9%
- Fund commitments
- 12
- Managers
- 5
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Midcap 400 Index Fund3 commitments
- Longview Largecap 1000 Value Index3 commitments
- Longview Largecap 1000 Growth Index3 commitments
- Amalgamated Bank of New York6 commitments
- Amalgamated Bank6 commitments
- Crescent Capital3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 8.0%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 1.1%
- U.S. Government securities 1.9%
- Other investments 1.6%
- Partnership/joint venture interests 9.0%
- 103-12 investment entities 1.9%
- Common/collective trusts 47.2%
- Pooled separate accounts 8.5%
- Registered investment companies 4.8%
- Common stock 14.4%
- Real estate (other than employer real property) 0.5%
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Flexible Business Systems General consultantthrough Dec 31, 2022 Form 5500
- Dickinson Group, LLC Actuarythrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
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- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- Amalgamated Bank6 rows, latest Dec 31, 2024
- Crescent Capital3 rows, latest Dec 31, 2024
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Schroderplan years
- Amalgamated Bankplan years
- Crescent Capitalplan years
+7 more Schedule C managers
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- Dec 31, 2024Holding started
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Assets changed$34.0Maskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 2 pointsaskebsa.dol.gov
+4 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, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $10.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $34.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $24.4M held | Disclosed holding | askebsa.dol.gov |
+29 more commitments
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 5,572 | Not disclosed | Not disclosed | n/a | $364M | $32.9M | Not disclosed | $1.8M |
| 2023 to Dec 31, 2023 | 5,545 | Not disclosed | Not disclosed | n/a | $330M | $31.0M | Not disclosed | $1.6M |
| 2022 to Dec 31, 2022 | 5,774 | Not disclosed | Not disclosed | n/a | $299M | $29.3M | Not disclosed | $1.6M |
- Westfield Capital Management LP codes 28 51 $130,544 PY2024
- Milliman, Inc codes $83,220 PY2024
- Loomis, Sayles & Company codes 28 $74,213 PY2024
+89 more service providers
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Provenance
This record sits on 17 traced paths of capital across the graphs.
DFX traced 17 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
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Holding in a pooled vehicle ended2024-12-31source
+6 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
+16 connections on the graph
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