DFX Intelligence

This allocator's name and 2 more advisers

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Taft-Hartley plan in New York

Taft-Hartley plan· North White Plains, New York

Taft-Hartley plan, based in North White Plains, New York, reporting $16.7M in assets, for 841 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $16.7M
Funded ratio: 41.6%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy Consultants

As of 2024-01-01 · 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 2024, Funded status 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

Multi-Employer Property Trust1 commitment

Managers

NEW Tower Trust Company1 commitment

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

Taft-Hartley plan

Assets

$16.7M

Total assets, Dec 31, 2024 reported

Funded

41.6%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 1.7%
Common/collective trusts 16.4%
Registered investment companies 78.6%

Consultants and advisers

5 firms

Newtower Trust Company Investment adviser (plan)through Dec 31, 2024 Form 5500
Quan Vest Consultants Investment adviser (plan)through Dec 31, 2024 Form 5500
First Actuarial Consulting, LLC Pension consultantthrough Dec 31, 2022 Form 5500

+2 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.

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

NEW Tower Trust Company1 row, latest Dec 31, 2024

From Schedule C (investment management, code 28)

plan years 2022

What changed

2 events

Jan 1, 2024Funded status changed
down 19 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
down $5.9Maskebsa.dol.gov

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

Commitments

1 row, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2024	Multi-Employer Property Trustcollective trust	NEW Tower Trust Company	Real estate	$2.7M held		Disclosed holding	askebsa.dol.gov

Size and funding

20 readings

Total assets

$16.7M Dec 31, 2024 reported Form 5500

$18.6M (2022-12)

Plan assets

$17.6M Jan 1, 2024 reported Form 5500

$23.5M (2022-01)

Net assets

$16.7M Dec 31, 2024 reported Form 5500

$18.5M (2022-12)

Funded ratio

41.6% Jan 1, 2024 reported Form 5500

60.1% (2022-01)

Participants

841 Jan 1, 2024 reported Form 5500

844 (2022-01)

Contributions

$239,652 Dec 31, 2024 reported Form 5500

$200,093 (2022-12)

Benefits paid

$2.8M Dec 31, 2024 reported Form 5500

$2.5M (2022-12)

Net investment income

-$862,303 Dec 31, 2024 reported Form 5500

-$5.7M (2022-12)

Investment management fees

$48,995 Dec 31, 2024 reported Form 5500

$24,000 (2022-12)

Form 5500 filings

2 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	841	Not disclosed	Not disclosed	n/a	$16.7M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	844	Not disclosed	Not disclosed	n/a	$18.6M	Not disclosed	Not disclosed	$3.5M

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

Layne Mccarthy codes 30 50 $100,145 PY2024
Rosemarie Mccarthy codes 30 50 $55,350 PY2024
Quan-Vest codes 27 51 70 $48,000 PY2024

+25 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.

Not yet on record: managers.

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 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

2 dated events on the change ledger, latest first

Funded status changed
2024-01-01source
Total assets changed
2024-01-01source

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

every published relationship on the graph

+7 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.