This allocator's name, 5 more advisers, 6 more commitments 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 Syracuse, New York, reporting $455M in assets, for 6,444 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $455M
- Funded ratio
- 60.0%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Mar 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Core Property Collective Inv Tr3 commitments
- SEI Special Situations Collective3 commitments
- SEI Global Private Assets V Cit3 commitments
- SEI Investments Management Corp9 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 1.1%
- U.S. Government securities 16.9%
- Other investments 0.0%
- Partnership/joint venture interests 1.7%
- Common/collective trusts 15.3%
- Registered investment companies 63.8%
- Real estate (other than employer real property) 0.2%
- Vitec Solutions General consultantthrough Mar 31, 2024 Form 5500
- this allocator Investment adviser (plan)through Mar 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. General consultantthrough Mar 31, 2023 Form 5500
+5 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.
- SEI Investments Management Corp9 rows, latest Mar 31, 2025
- SEI Investments Management Corpplan years
- Mar 31, 2025Assets changed$102Maskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Apr 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Vitec Solutionsaskebsa.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 Mar 31, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $39.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Special Situations Collectivecollective trust | SEI Investments Management Corp | Private credit | $21.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Global Private Assets V Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 6,444 | Not disclosed | Not disclosed | n/a | $455M | $7.8M | Not disclosed | $1.0M |
| 2023 to Mar 31, 2024 | 6,461 | Not disclosed | Not disclosed | n/a | $353M | Not disclosed | Not disclosed | $1.3M |
| 2022 to Mar 31, 2023 | 6,523 | Not disclosed | Not disclosed | n/a | $323M | Not disclosed | Not disclosed | $2.0M |
- SEI Investment Management Corp. codes 21 24 28 51 52 $1.4M PY2024
- Joseph W. Mccarthy & Associates codes 10 50 $109,724 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $105,781 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths 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
- Funded status changed2023-04-01source
- Funded status changed2024-04-01source
- Consultant changed2023-12-31source
+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
+10 connections on the graph
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