This allocator's name, 3 more advisers and 3 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· Astoria, New York

Taft-Hartley plan, based in Astoria, New York, reporting $3.0B in assets, for 11,363 participants.

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

Assets
$3.0B
Funded ratio
130.4%
Managers
1
Open searchesAllocation policyManagers
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 Stephen O'Beirne.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$3.0B
Total assets, Dec 31, 2024 reported
Funded
130.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
1 manager on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Non-interest-bearing cash 1.5%
  • Corporate debt instruments (other) 7.1%
  • U.S. Government securities 15.4%
  • Other investments 0.5%
  • Partnership/joint venture interests 0.9%
  • Registered investment companies 33.8%
  • Common stock 39.5%
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
9 managers on Schedule C
From Schedule C (investment management, code 28)

+6 more Schedule C managers

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

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What changed
8 events

+3 more dated events

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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
$3.0B Dec 31, 2024 reported Form 5500
$2.6B (2023-12) · $2.3B (2022-12)
Plan assets
$2.6B Jan 1, 2024 reported Form 5500
$2.3B (2023-01) · $2.7B (2022-01)
Net assets
$3.0B Dec 31, 2024 reported Form 5500
$2.6B (2023-12) · $2.3B (2022-12)
Funded ratio
130.4% Jan 1, 2024 reported Form 5500
131.4% (2023-01) · 132.7% (2022-01)
Participants
11,363 Jan 1, 2024 reported Form 5500
11,372 (2023-01) · 11,144 (2022-01)
Contributions
$146M Dec 31, 2024 reported Form 5500
$134M (2023-12) · $127M (2022-12)
Benefits paid
$113M Dec 31, 2024 reported Form 5500
$106M (2023-12) · $99.4M (2022-12)
Net investment income
$379M Dec 31, 2024 reported Form 5500
$359M (2023-12) · -$385M (2022-12)
Investment management fees
$6.9M Dec 31, 2024 reported Form 5500
$5.9M (2023-12) · $5.9M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202411,363Not disclosedNot disclosedn/a$3.0B$26.9MNot disclosedNot disclosed
2023 to Dec 31, 202311,372Not disclosedNot disclosedn/a$2.6B$1.2MNot disclosedNot disclosed
2022 to Dec 31, 202211,144Not disclosedNot disclosedn/a$2.3BNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+113 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 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.

Record history

8 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Manager relationship started
    2024-12-31source
  • Consultant changed
    2024-12-31source

+5 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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