This allocator's name, 4 more advisers, 3 more commitments and 5 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 Long Island City, New York, reporting $110M in assets, for 3,413 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $110M
- Funded ratio
- 32.0%
- Fund commitments
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2025, Changed investment consultant to Segal Marco Advisors.
Capital path
who backs this record, through what, into what; each name opens its own path- State St Russell 2000 Ind Sec Lendi3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- State Street Global Advisors Trust Company3 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 3.1%
- Corporate debt instruments (other) 5.1%
- Corporate debt instruments (preferred) 0.5%
- U.S. Government securities 12.2%
- Common/collective trusts 32.0%
- Registered investment companies 23.9%
- Common stock 7.5%
- Amalgamated Bank of New York Investment adviser (plan)through Aug 31, 2025 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Aug 31, 2025 Form 5500
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)Custodianthrough Aug 31, 2025 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company3 rows, latest Aug 31, 2025
- BNY Mellon3 rows, latest Aug 31, 2025
- Barksdale Investment Managerplan years 2023
- Ducenta Squared Asset Managementplan years 2023
- Dec 31, 2025Consultant changedinferencewith Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith Premier Technology Solutions, Inc.askebsa.dol.gov
- Dec 31, 2025Manager relationship startedwith Ducenta Squared Asset Managementaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferencewith Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Ducenta Squared Asset Managementaskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | State St Russell 2000 Ind Sec Lendicollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $29.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $7.1M held | Disclosed holding | askebsa.dol.gov |
+3 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Aug 31, 2023 | 3,603 | Not disclosed | Not disclosed | n/a | $116M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Aug 31, 2025 | 3,413 | Not disclosed | Not disclosed | n/a | $110M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 3,513 | Not disclosed | Not disclosed | n/a | $121M | Not disclosed | Not disclosed | Not disclosed |
- New & Karfunkel codes 29 50 $294,764 PY2025
- The Segal Company (eastern States) codes 11 22 50 $160,938 PY2025
- Schultheis & Panettieri, LLP codes 10 50 $110,981 PY2025
+39 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 changed2023-09-01source
- Consultant changed2025-12-31source
- Manager relationship started2025-12-31source
+7 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
+11 connections on the graph
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