This allocator's name and 2 more advisers

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Taft-Hartley plan in New York

Taft-Hartley plan· Watertown, New York

Taft-Hartley plan, based in Watertown, New York, reporting $80.5M in assets, for 715 participants.

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

Assets
$80.5M
Funded ratio
95.4%
Open searchesAllocation policy
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: 30 Jun 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$80.5M
Total assets, Jun 30, 2025 reported
Funded
95.4%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 8.3%
  • U.S. Government securities 17.5%
  • Other investments 1.0%
  • Partnership/joint venture interests 6.8%
  • Common stock 62.4%
Consultants and advisers
5 firms

+2 more consultants and advisers 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
4 managers on Schedule C
From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
4 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
30 readings
Total assets
$80.5M Jun 30, 2025 reported Form 5500
$73.0M (2024-06) · $65.8M (2023-06)
Plan assets
$72.9M Jul 1, 2024 reported Form 5500
$65.7M (2023-07) · $62.6M (2022-07)
Net assets
$80.4M Jun 30, 2025 reported Form 5500
$72.9M (2024-06) · $65.7M (2023-06)
Funded ratio
95.4% Jul 1, 2024 reported Form 5500
95.7% (2023-07) · 94.5% (2022-07)
Participants
715 Jul 1, 2024 reported Form 5500
700 (2023-07) · 702 (2022-07)
Contributions
$5.1M Jun 30, 2025 reported Form 5500
$4.4M (2024-06) · $4.4M (2023-06)
Benefits paid
$4.9M Jun 30, 2025 reported Form 5500
$4.4M (2024-06) · $3.8M (2023-06)
Net investment income
$7.5M Jun 30, 2025 reported Form 5500
$7.2M (2024-06) · $3.1M (2023-06)
Investment management fees
$453,524 Jun 30, 2025 reported Form 5500
$417,538 (2024-06) · $390,875 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025715Not disclosedNot disclosedn/a$80.5M$5.5MNot disclosedNot disclosed
2023 to Jun 30, 2024700Not disclosedNot disclosedn/a$73.0M$5.1MNot disclosedNot disclosed
2022 to Jun 30, 2023702Not disclosedNot disclosedn/a$65.8M$5.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Mark Capone codes 30 $130,859 PY2024
  • Manning & Napier codes 28 $121,685 PY2024
  • Melinda Clement codes 30 $89,315 PY2024

+47 more service providers

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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, managers.

Record history

4 dated events on the change ledger, latest first
  • Consultant changed
    2023-12-31source
  • Total assets changed
    2024-07-01source
  • Total assets changed
    2024-06-30source

+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

+10 connections on the graph

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