This allocator's name and 12 more commitments
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Taft-Hartley plan in New York
Taft-Hartley plan, based in White Plains, New York, reporting $162M in assets, for 43,076 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $162M
- Funded ratio
- 102.5%
- Fund commitments
- 5
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Hardman Johnston Int'l Equity Group3 commitments
- Jpmcb Global Allocation Fund3 commitments
- Longview Smallcap 600 Index Fund3 commitments
- Amalgamated Bank of New York9 commitments
- Hardman Johnston Global Advisors3 commitments
- JP Morgan3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.8%
- Other investments 0.4%
- Partnership/joint venture interests 36.4%
- 103-12 investment entities 6.1%
- Common/collective trusts 33.3%
- Registered investment companies 15.6%
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York9 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors3 rows, latest Dec 31, 2024
- JP Morgan3 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisorsplan years 2022
- Amalgamated Bankplan years 2024
- Jpmorgan Chase Bank, N.A.plan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Assets changed$22.3Maskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 7 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$14.4Maskebsa.dol.gov
- Dec 31, 2023Assets changed$14.3Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 9 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Global Allocation Fundcollective trust | JP Morgan | Pooled vehicles | $11.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $7.7M held | Disclosed holding | askebsa.dol.gov |
+12 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 43,076 | Not disclosed | Not disclosed | n/a | $162M | $58.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 37,754 | Not disclosed | Not disclosed | n/a | $139M | $53.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 41,510 | Not disclosed | Not disclosed | n/a | $125M | $44.0M | Not disclosed | Not disclosed |
- Amalgamated Employee Benefits Admin codes 13 50 $2.4M PY2024
- Schulte Roth & Zabel LLP codes 29 50 $269,934 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $179,962 PY2024
+58 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2024-01-01source
+2 more changes 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
+9 connections on the graph
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