This allocator's name, 3 more advisers, 1 more manager and 15 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in New York
Taft-Hartley plan, based in Peekskill, New York, reporting $295M in assets, for 1,829 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $295M
- Funded ratio
- 102.1%
- Fund commitments
- 6
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2023, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 1000 Growth Index3 commitments
- Nhit Core Plus Fixed Income Trust3 commitments
- PE International Core Equity Fund3 commitments
- Amalgamated Bank6 commitments
- Loomis Sayles Trust Company3 commitments
- Amalgamated Bank of New York3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.7%
- Corporate debt instruments (other) 4.6%
- U.S. Government securities 2.2%
- Other investments 1.6%
- Partnership/joint venture interests 19.2%
- 103-12 investment entities 4.8%
- Common/collective trusts 37.1%
- Common stock 26.1%
- Preferred stock 0.4%
- Reynolds Consulting Services, LLC General consultantthrough Jun 30, 2025 Form 5500
- Reynolds Securities Ltd. General consultantthrough Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Amalgamated Bank6 rows, latest Jun 30, 2025
- Loomis Sayles Trust Company3 rows, latest Jun 30, 2025
- Amalgamated Bank of New York3 rows, latest Jun 30, 2025
+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.
- Amalgamated Bankplan years
- Hamilton Laneplan years 2024
- GCM Investments - Labor Impact Fundplan years 2023
+9 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2023Manager relationship startedwith Hamilton Laneaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $30.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Nhit Core Plus Fixed Income Trustcollective trust | Loomis Sayles Trust Company | Fixed income | $17.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | PE International Core Equity Fundcollective trust | BNY Mellon | Public equity | $22.4M held | Disclosed holding | askebsa.dol.gov |
+15 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,829 | Not disclosed | Not disclosed | n/a | $295M | $56.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,652 | Not disclosed | Not disclosed | n/a | $279M | $55.6M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,757 | Not disclosed | Not disclosed | n/a | $255M | $55.5M | Not disclosed | Not disclosed |
- Global Trust Company (crescent) codes 28 51 $245,130 PY2024
- this allocator codes 50 99 $224,259 PY2024
- The Union Labor Life Insurance Comp codes 28 51 $208,015 PY2024
+72 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 8 traced paths of capital across the graphs.
DFX traced 8 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2023-12-31source
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
+19 connections on the graph
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