This allocator's name

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Taft-Hartley plan in New York

Taft-Hartley plan· Brooklyn, New York

Taft-Hartley plan, based in Brooklyn, New York, reporting $485,634 in assets, for 1,494 participants.

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

Assets
$485,634
Open searchesAllocation policyConsultants
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, Changed investment consultant to Cheiron.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$485,634
Total assets, Dec 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 99.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
1 event
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
18 readings
Total assets
$485,634 Dec 31, 2024 reported Form 5500
$507,161 (2023-12) · $526,413 (2022-12)
Net assets
$171,286 Dec 31, 2024 reported Form 5500
$174,078 (2023-12) · $159,538 (2022-12)
Participants
1,494 Jan 1, 2024 reported Form 5500
1,537 (2023-01) · 1,565 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$1.6M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.6M (2022-12)
Net investment income
-$2,792 Dec 31, 2024 reported Form 5500
$14,540 (2023-12) · -$16,655 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,494Not disclosedNot disclosedn/a$485,634Not disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,537Not disclosedNot disclosedn/a$507,161Not disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,565Not disclosedNot disclosedn/a$526,413Not disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cheiron Inc. codes 16 50 $35,181 PY2024
  • Schultheis & Panettieri LLP codes 10 50 $35,000 PY2024
  • Tri-State Administrators Inc codes 13 50 $24,066 PY2024

+12 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 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: funded ratio, fund commitments, managers.

Record history

1 dated event on the change ledger, latest first
  • Consultant changed
    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

+3 connections on the graph

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