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Taft-Hartley plan in New York

Taft-Hartley plan· Hudson, New York

Taft-Hartley plan, based in Hudson, New York, reporting $36.9M in assets, for 183 participants.

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

Assets
$36.9M
Funded ratio
84.4%
Fund commitments
1
Managers
1
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Commitments (1)Allocation 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: 1 Jan 2023, Total assets changed.

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
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$36.9M
Total assets, Dec 31, 2024 reported
Funded
84.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
1
1 manager on Schedule C
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.2%
  • Other investments 19.1%
  • Common/collective trusts 1.0%
  • Registered investment companies 75.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Chartwell Short Durationcollective trustChartwellPooled vehicles$357,128 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Chartwell Short Durationcollective trustChartwellPooled vehicles$338,916 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Chartwell Short Durationcollective trustChartwellPooled vehicles$315,149 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$36.9M Dec 31, 2024 reported Form 5500
$34.5M (2023-12) · $32.2M (2022-12)
Plan assets
$34.4M Jan 1, 2024 reported Form 5500
$32.2M (2023-01) · $37.5M (2022-01)
Net assets
$36.7M Dec 31, 2024 reported Form 5500
$34.4M (2023-12) · $32.2M (2022-12)
Funded ratio
84.4% Jan 1, 2024 reported Form 5500
84.4% (2023-01) · 85.4% (2022-01)
Participants
183 Jan 1, 2024 reported Form 5500
176 (2023-01) · 177 (2022-01)
Contributions
$2.1M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $1.4M (2022-12)
Benefits paid
$2.9M Dec 31, 2024 reported Form 5500
$3.0M (2023-12) · $2.9M (2022-12)
Net investment income
$2.3M Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · -$5.3M (2022-12)
Investment management fees
$113,571 Dec 31, 2024 reported Form 5500
$105,855 (2023-12) · $106,807 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024183Not disclosedNot disclosedn/a$36.9MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023176Not disclosedNot disclosedn/a$34.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022177Not disclosedNot disclosedn/a$32.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Marquette Associates codes 17 $102,865 PY2024
  • Zenith American Solutions codes 13 $33,768 PY2024
  • Osullivan Associates Inc. codes 22 $32,450 PY2024

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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 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 1 traced path of capital across the graphs.

Consultant to allocator to manager

DFX traced 1 path of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

1 dated event on the change ledger, latest first
  • Total assets changed
    2023-01-01source

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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+5 connections on the graph

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