This allocator's name, 1 more manager and 4 more commitments

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Taft-Hartley plan in New York

Taft-Hartley plan· Binghamton, New York

Taft-Hartley plan, based in Binghamton, New York, reporting $82.0M in assets, for 820 participants.

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

Assets
$82.0M
Funded ratio
82.3%
Fund commitments
4
Managers
2
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Commitments (4)Allocation 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 2023, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New York
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$82.0M
Total assets, Dec 31, 2023 reported
Funded
82.3%
Jan 1, 2023
Private markets target
no policy read
policy Dec 31, 2023
Commitments
4
2 managers on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 1.6%
  • Partnership/joint venture interests 13.9%
  • Common/collective trusts 51.8%
  • Registered investment companies 9.7%
  • Common stock 21.1%
  • Real estate (other than employer real property) 0.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
7 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2023Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pimco All Asset Collective Trustcollective trustPimcoPooled vehicles$17.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Aberdeen Asset Management Inc.collective trustAberdeenPooled vehicles$6.8M heldDisclosed holdingaskebsa.dol.gov

+4 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
20 readings
Total assets
$82.0M Dec 31, 2023 reported Form 5500
$76.6M (2022-12)
Plan assets
$76.4M Jan 1, 2023 reported Form 5500
$87.6M (2022-01)
Net assets
$81.6M Dec 31, 2023 reported Form 5500
$76.4M (2022-12)
Funded ratio
82.3% Jan 1, 2023 reported Form 5500
79.5% (2022-01)
Participants
820 Jan 1, 2023 reported Form 5500
827 (2022-01)
Contributions
$7.3M Dec 31, 2023 reported Form 5500
$6.9M (2022-12)
Benefits paid
$7.2M Dec 31, 2023 reported Form 5500
$6.8M (2022-12)
Net investment income
$5.2M Dec 31, 2023 reported Form 5500
-$11.2M (2022-12)
Investment management fees
$377,267 Dec 31, 2023 reported Form 5500
$414,887 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023820Not disclosedNot disclosedn/a$82.0M$11.4MNot disclosed$498,209
2022 to Dec 31, 2022827Not disclosedNot disclosedn/a$76.6M$13.3MNot disclosed$417,393
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Dave T. Vanauken codes 14 $101,500 PY2023
  • Wedge Capital Management codes 28 $79,865 PY2023
  • Melissa Natale codes 30 $65,418 PY2023

+26 more service providers

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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.

Record history

3 dated events on the change ledger, latest first
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Total assets changed
    2023-01-01source

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

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+10 connections on the graph

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