This allocator's name and 2 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· Glenmont, New York

Taft-Hartley plan, based in Glenmont, New York, reporting $166M in assets, for 2,028 participants.

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

Assets
$166M
Funded ratio
101.8%
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 Jul 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$166M
Total assets, Jul 31, 2025 reported
Funded
101.8%
Aug 1, 2024
Private markets target
no policy read
policy Jul 31, 2025
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 7.1%
  • Corporate debt instruments (other) 7.2%
  • U.S. Government securities 6.5%
  • Partnership/joint venture interests 10.0%
  • Registered investment companies 6.4%
  • Common stock 61.5%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
7 events

+2 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
$166M Jul 31, 2025 reported Form 5500
$151M (2024-07) · $132M (2023-07)
Plan assets
$150M Aug 1, 2024 reported Form 5500
$131M (2023-08) · $122M (2022-08)
Net assets
$165M Jul 31, 2025 reported Form 5500
$150M (2024-07) · $131M (2023-07)
Funded ratio
101.8% Aug 1, 2024 reported Form 5500
91.9% (2023-08) · 85.8% (2022-08)
Participants
2,028 Aug 1, 2024 reported Form 5500
1,976 (2023-08) · 1,949 (2022-08)
Contributions
$16.5M Jul 31, 2025 reported Form 5500
$15.2M (2024-07) · $13.7M (2023-07)
Benefits paid
$13.6M Jul 31, 2025 reported Form 5500
$13.3M (2024-07) · $13.2M (2023-07)
Net investment income
$14.7M Jul 31, 2025 reported Form 5500
$19.1M (2024-07) · $9.8M (2023-07)
Investment management fees
$776,577 Jul 31, 2025 reported Form 5500
$675,285 (2024-07) · $580,714 (2023-07)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jul 31, 20252,028Not disclosedNot disclosedn/a$166M$16.6MNot disclosedNot disclosed
2023 to Jul 31, 20241,976Not disclosedNot disclosedn/a$151M$16.2MNot disclosedNot disclosed
2022 to Jul 31, 20231,949Not disclosedNot disclosedn/a$132M$13.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+39 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

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-08-01source
  • Funded status changed
    2024-08-01source
  • Manager relationship ended
    2023-12-31source

+4 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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