This allocator's name and 1 more adviser

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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, reporting $19.8M in assets, for 1,558 participants.

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

Assets
$19.8M
Funded ratio
86.5%
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 May 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$19.8M
Total assets, May 31, 2025 reported
Funded
86.5%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
0
1 manager on Schedule C
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Partnership/joint venture interests 6.5%
  • Registered investment companies 90.5%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
2 events
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
20 readings
Total assets
$19.8M May 31, 2025 reported Form 5500
$12.4M (2023-05)
Plan assets
$16.1M Jun 1, 2024 reported Form 5500
$6.9M (2022-06)
Net assets
$19.8M May 31, 2025 reported Form 5500
$12.4M (2023-05)
Funded ratio
86.5% Jun 1, 2024 reported Form 5500
88.2% (2022-06)
Participants
1,558 Jun 1, 2024 reported Form 5500
1,522 (2022-06)
Contributions
$2.8M May 31, 2025 reported Form 5500
$2.9M (2023-05)
Benefits paid
$324,376 May 31, 2025 reported Form 5500
$117,204 (2023-05)
Net investment income
$3.6M May 31, 2025 reported Form 5500
$2.5M (2023-05)
Investment management fees
$13,466 May 31, 2025 reported Form 5500
$7,080 (2023-05)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 20251,558Not disclosedNot disclosedn/a$19.8M$1.3MNot disclosedNot disclosed
2022 to May 31, 20231,522Not disclosedNot disclosedn/a$12.4MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mccarthy & Preece codes 29 50 $60,000 PY2024
  • Priscilla Farduchi codes 15 50 $51,464 PY2024
  • Joseph Giovinco codes 14 50 $26,496 PY2024

+12 more service providers

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

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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

2 dated events on the change ledger, latest first
  • Total assets changed
    2024-06-01source
  • Total assets changed
    2025-05-31source

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

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+6 connections on the graph

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