This allocator's name

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Taft-Hartley plan in New York

Taft-Hartley plan· Latham, New York

Taft-Hartley plan, based in Latham, New York, reporting $281M in assets, for 1,481 participants.

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

Assets
$281M
Funded ratio
102.8%
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: 1 Jun 2024, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$281M
Total assets, May 31, 2025 reported
Funded
102.8%
Jun 1, 2024
Private markets target
no policy read
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.3%
  • Corporate debt instruments (other) 2.6%
  • U.S. Government securities 12.8%
  • Partnership/joint venture interests 17.6%
  • Registered investment companies 49.5%
  • Common stock 13.4%
Consultants and advisers
3 firms
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
3 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
$281M May 31, 2025 reported Form 5500
$257M (2024-05) · $226M (2023-05)
Plan assets
$257M Jun 1, 2024 reported Form 5500
$226M (2023-06) · $231M (2022-06)
Net assets
$281M May 31, 2025 reported Form 5500
$257M (2024-05) · $226M (2023-05)
Funded ratio
102.8% Jun 1, 2024 reported Form 5500
100.1% (2023-06) · 99.2% (2022-06)
Participants
1,481 Jun 1, 2024 reported Form 5500
1,477 (2023-06) · 1,429 (2022-06)
Contributions
$15.9M May 31, 2025 reported Form 5500
$15.2M (2024-05) · $16.2M (2023-05)
Benefits paid
$14.7M May 31, 2025 reported Form 5500
$14.0M (2024-05) · $13.8M (2023-05)
Net investment income
$24.1M May 31, 2025 reported Form 5500
$30.9M (2024-05) · -$5.0M (2023-05)
Investment management fees
$779,348 May 31, 2025 reported Form 5500
$788,294 (2024-05) · $666,977 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 20251,481Not disclosedNot disclosedn/a$281M$49.6MNot disclosedNot disclosed
2023 to May 31, 20241,477Not disclosedNot disclosedn/a$257M$42.8MNot disclosedNot disclosed
2022 to May 31, 20231,429Not disclosedNot disclosedn/a$226M$30.3MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+31 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 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2024-06-01source
  • Total assets changed
    2024-06-01source
  • Total assets changed
    2024-05-31source

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

+8 connections on the graph

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