This allocator's name, 1 more adviser and 5 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $101M in assets, for 1,867 participants.

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

Assets
$101M
Funded ratio
95.7%
Fund commitments
1
Managers
2
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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: 30 Sep 2025, 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
$101M
Total assets, Sep 30, 2025 reported
Funded
95.7%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
1
2 managers on Schedule C
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.5%
  • Corporate debt instruments (other) 19.5%
  • U.S. Government securities 17.0%
  • Registered investment companies 58.3%
Consultants and advisers
4 firms

+1 more consultant or adviser 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
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
10 events

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$680,063 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$101M Sep 30, 2025 reported Form 5500
$89.1M (2024-09) · $72.1M (2023-09)
Plan assets
$88.6M Oct 1, 2024 reported Form 5500
$71.9M (2023-10) · $64.4M (2022-10)
Net assets
$100M Sep 30, 2025 reported Form 5500
$88.6M (2024-09) · $71.9M (2023-09)
Funded ratio
95.7% Oct 1, 2024 reported Form 5500
99.2% (2023-10) · 99.5% (2022-10)
Participants
1,867 Oct 1, 2024 reported Form 5500
1,870 (2023-10) · 1,790 (2022-10)
Contributions
$6.5M Sep 30, 2025 reported Form 5500
$5.3M (2024-09) · $4.6M (2023-09)
Benefits paid
$3.9M Sep 30, 2025 reported Form 5500
$3.7M (2024-09) · $3.4M (2023-09)
Net investment income
$11.7M Sep 30, 2025 reported Form 5500
$16.7M (2024-09) · $7.6M (2023-09)
Investment management fees
$119,745 Sep 30, 2025 reported Form 5500
$82,302 (2024-09) · $156,366 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,867Not disclosedNot disclosedn/a$101MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 20241,870Not disclosedNot disclosedn/a$89.1MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 20231,790Not disclosedNot disclosedn/a$72.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+30 more service providers

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

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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

10 dated events on the change ledger, latest first
  • Funded status changed
    2024-10-01source
  • Manager relationship ended
    2023-12-31source
  • Consultant changed
    2023-12-31source

+7 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

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+8 connections on the graph

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