DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager and 16 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· Buffalo, New York

Taft-Hartley plan, based in Buffalo, New York, reporting $232M in assets, for 12,115 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $232M
Funded ratio: 87.0%
Fund commitments: 7
Managers: 5

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Commitments (7)Allocation policy Managers

As of 2024-12-31 · 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 2024, 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

ABS Allegiance Real Estate Fund3 commitments
Fixed Income Group Trust3 commitments
AG Direct Lending Fund II, L.P.3 commitments

All 7

Managers

All 4

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$232M

Total assets, Dec 31, 2024 reported

Funded

87.0%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

5 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.6%
Non-interest-bearing cash 0.8%
Partnership/joint venture interests 19.7%
103-12 investment entities 6.9%
Common/collective trusts 71.6%

Consultants and advisers

4 firms

JSD & Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
Segal Marco Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
M&t Bank Custodianthrough Dec 31, 2022 Form 5500

+1 more consultant or adviser 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.

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

Segal Advisors, Inc.6 rows, latest Dec 31, 2024
Chevy Chase Trust Company3 rows, latest Dec 31, 2024
Mesirow Financial3 rows, latest Dec 31, 2024

+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)

+12 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.

What changed

4 events

Dec 31, 2024Holding endedinference
with American Core$6.0Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Master Income-Plus Group Trust$20Kaskebsa.dol.gov
Jan 1, 2024Funded status changed
2 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $34.4Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

19 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	ABS Allegiance Real Estate Fundcollective trust	Chevy Chase Trust Company	Real estate	$5.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Fixed Income Group Trust103 12 ie	Segal Advisors, Inc.	Fixed income	$5.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	AG Direct Lending Fund II, L.P.103 12 ie	Angel, Gordon & Co.	Private credit	$2.1M held	Disclosed holding	askebsa.dol.gov

+16 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

30 readings

Total assets

$232M Dec 31, 2024 reported Form 5500

$216M (2023-12) · $199M (2022-12)

Plan assets

$216M Jan 1, 2024 reported Form 5500

$199M (2023-01) · $233M (2022-01)

Net assets

$232M Dec 31, 2024 reported Form 5500

$216M (2023-12) · $199M (2022-12)

Funded ratio

87.0% Jan 1, 2024 reported Form 5500

85.0% (2023-01) · 84.4% (2022-01)

Participants

12,115 Jan 1, 2024 reported Form 5500

11,750 (2023-01) · 12,366 (2022-01)

Contributions

$10.4M Dec 31, 2024 reported Form 5500

$9.2M (2023-12) · $8.0M (2022-12)

Benefits paid

$15.0M Dec 31, 2024 reported Form 5500

$14.5M (2023-12) · $13.5M (2022-12)

Net investment income

$15.5M Dec 31, 2024 reported Form 5500

$17.3M (2023-12) · -$36.2M (2022-12)

Investment management fees

$1.0M Dec 31, 2024 reported Form 5500

$966,233 (2023-12) · $773,786 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	12,115	Not disclosed	Not disclosed	n/a	$232M	$45.6M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	11,750	Not disclosed	Not disclosed	n/a	$216M	$45.7M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	12,366	Not disclosed	Not disclosed	n/a	$199M	$44.6M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Segal Marco Advisors codes 27 $378,044 PY2024
Cheiron, Inc. codes 11 $194,298 PY2024
Freed Maxick P.C. codes 10 $169,082 PY2024

+84 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.

Capital chain

This record sits on 8 traced paths of capital across the graphs.

Consultant to allocator to manager

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

4 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2024-01-01source

+1 more change 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

+20 connections on the graph

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