This allocator's name, 1 more adviser and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in New York
Taft-Hartley plan, based in NEW York, New York, reporting $67.6M in assets, for 3,749 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $67.6M
- Funded ratio
- 18.0%
- Fund commitments
- 1
- Managers
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Broad Market 3000 Index Fu1 commitment
- Amalgamated Bank1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.8%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 66.2%
- U.S. Government securities 6.6%
- Registered investment companies 15.2%
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
- O'Sullivan & Associates Actuarythrough Dec 31, 2022 Form 5500
- M&t Bank Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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.
- Amalgamated Bank1 row, latest Dec 31, 2022
- Invesco Advisers, Inc.plan years 2024
- Johnson Asset Managementplan years 2022
- Boston Trust Walden Companyplan years 2022
- Jan 1, 2024Assets changeddown $1.6Maskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Johnson Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Boston Trust Walden Companyaskebsa.dol.gov
- Dec 31, 2023Assets changed$48.4Maskebsa.dol.gov
- Jan 1, 2023Funded status changeddown 9 pointsaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,749 | Not disclosed | Not disclosed | n/a | $67.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,851 | Not disclosed | Not disclosed | n/a | $69.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,887 | Not disclosed | Not disclosed | n/a | $20.8M | Not disclosed | Not disclosed | Not disclosed |
- this allocator codes 13 64 $426,200 PY2024
- Invesco Advisers codes 51 $48,912 PY2024
- O'Sullivan Associates Inc codes 11 $47,275 PY2024
+26 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
Record history
- Funded status changed2023-01-01source
- Manager relationship ended2023-12-31source
- Manager relationship ended2023-12-31source
+3 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
+8 connections on the graph
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