This allocator's name, 3 more advisers, 7 more managers and 27 more commitments
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 Flushing, New York, reporting $5.3B in assets, for 41,042 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $5.3B
- Funded ratio
- 90.6%
- Fund commitments
- 10
- Managers
- 4
Nothing material in the last 90 days. Last change: 1 Oct 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Ullico Infrastructure Tax Exempt Fu3 commitments
- Ibew-Neca Equity Index Fund3 commitments
- Harding Loevner International Equit3 commitments
- Ullico Investment Advisors3 commitments
- Chevy Chase Trust Company3 commitments
- Harding Loevner LP3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 6.4%
- U.S. Government securities 6.9%
- Other investments 8.5%
- Partnership/joint venture interests 27.7%
- 103-12 investment entities 1.1%
- Common/collective trusts 36.1%
- Pooled separate accounts 1.4%
- Registered investment companies 0.3%
- Common stock 8.7%
- Sovos General consultantthrough Sep 30, 2023 Form 5500
- State Street Bank & Trust Company Custodianthrough Sep 30, 2024 Form 5500
- Deutsche Bank Custodianthrough Sep 30, 2024 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Ullico Investment Advisors3 rows, latest Sep 30, 2025
- Chevy Chase Trust Company3 rows, latest Sep 30, 2025
- Harding Loevner LP3 rows, latest Sep 30, 2025
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harding Loevner LPplan years
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
+16 more Schedule C managers
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- Oct 1, 2024Assets changed$559Maskebsa.dol.gov
- Sep 30, 2024Assets changed$577Maskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith LSV Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Blackrock Financial Management, Incaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $56.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $360M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Harding Loevner International Equitcollective trust | Harding Loevner LP | Pooled vehicles | $197M held | Disclosed holding | askebsa.dol.gov |
+27 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 Sep 30, 2025 | 41,042 | Not disclosed | Not disclosed | n/a | $5.3B | $1.5B | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 40,780 | Not disclosed | Not disclosed | n/a | $5.0B | $1.3B | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 40,710 | Not disclosed | Not disclosed | n/a | $4.4B | $1.2B | Not disclosed | Not disclosed |
- this allocator codes 14 50 $7.4M PY2024
- State Street Bank & Trust Company codes 19 28 50 62 63 99 $4.2M PY2024
- Blackrock Institutional Trust Co Na codes 21 24 28 50 51 52 $1.5M PY2024
+111 more service providers
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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
- Manager relationship started2023-12-31source
- Manager relationship ended2023-12-31source
- Total assets changed2024-10-01source
+1 more change 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
+26 connections on the graph
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