This allocator's name

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Taft-Hartley plan in New York

Taft-Hartley plan· Valley Stream, New York

Taft-Hartley plan, based in Valley Stream, New York, for 1,627 participants.

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

Open searchesSize and funding
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. No dated change on record yet.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
not established
n/a
Funded
not on record
not filed
Private markets target
no policy read
no policy read
Commitments
0
none on the tape
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
What changed
No dated events yet.
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
4 readings
Participants
1,627 Jul 1, 2022 reported Form 5500
Benefits paid
$657,783 Jun 30, 2023 reported Form 5500
Net investment income
-$803,882 Jun 30, 2023 reported Form 5500
Investment management fees
$12,658 Jun 30, 2023 reported Form 5500
Form 5500 filings
1 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2022 to Jun 30, 20231,627Not disclosedNot disclosedn/aNot disclosedNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Eastern States Joint Board codes 49 $53,360 PY2022
  • Barnes Iaccarino & Shepherd LLP codes 29 $25,000 PY2022
  • Dickinson Group LLC codes 11 $21,667 PY2022

+7 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 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: assets, funded ratio, fund commitments, managers, allocation policy.

›Connections

every published relationship on the graph

+3 connections on the graph

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