This allocator's name and 3 more advisers

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Taft-Hartley plan in New York

Taft-Hartley plan· Hauppauge, New York

Taft-Hartley plan, based in Hauppauge, New York, reporting $360M in assets, for 3,483 participants.

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

Assets
$360M
Funded ratio
101.0%
Managers
6
Open searchesAllocation policyConsultants
More
Managers
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 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$360M
Total assets, Dec 31, 2025 reported
Funded
101.0%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
6 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.1%
  • Master trust investment accounts 99.2%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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

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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.

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What changed
4 events
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
40 readings
Total assets
$360M Dec 31, 2025 reported Form 5500
$324M (2024-12) · $299M (2023-12) · $275M (2022-12)
Plan assets
$324M Jan 1, 2025 reported Form 5500
$299M (2024-01) · $274M (2023-01) · $310M (2022-01)
Net assets
$360M Dec 31, 2025 reported Form 5500
$324M (2024-12) · $299M (2023-12) · $274M (2022-12)
Funded ratio
101.0% Jan 1, 2025 reported Form 5500
102.2% (2024-01) · 99.3% (2023-01) · 99.7% (2022-01)
Participants
3,483 Jan 1, 2025 reported Form 5500
3,645 (2024-01) · 3,601 (2023-01) · 3,651 (2022-01)
Contributions
$17.9M Dec 31, 2025 reported Form 5500
$16.8M (2024-12) · $15.8M (2023-12) · $15.2M (2022-12)
Benefits paid
$20.8M Dec 31, 2025 reported Form 5500
$19.3M (2024-12) · $18.7M (2023-12) · $18.0M (2022-12)
Net investment income
$35.9M Dec 31, 2025 reported Form 5500
$25.1M (2024-12) · $24.3M (2023-12) · -$35.8M (2022-12)
Investment management fees
$607,633 Dec 31, 2025 reported Form 5500
$804,952 (2024-12) · $503,855 (2023-12) · $664,004 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20253,483Not disclosedNot disclosedn/a$360MNot disclosed$357MNot disclosed
2024 to Dec 31, 20243,645Not disclosedNot disclosedn/a$324MNot disclosed$321MNot disclosed
2023 to Dec 31, 20233,601Not disclosedNot disclosedn/a$299MNot disclosed$297MNot disclosed
2022 to Dec 31, 20223,651Not disclosedNot disclosedn/a$275MNot disclosed$273MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+55 more service providers

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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 29, 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2025-12-31source
  • Manager relationship ended
    2024-12-31source

+1 more change 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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