This allocator's name, 1 more adviser, 2 more managers and 18 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Taft-Hartley plan in New York
Taft-Hartley plan, based in Hauppauge, New York, reporting $32.3M in assets, for 364 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $32.3M
- Funded ratio
- 109.4%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Hess Technology Consulting, Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 1000 Growth Index3 commitments
- Separate Account J3 commitments
- Blackrock Msci Acwi Ex-Us Index Fd3 commitments
- Amalgamated Bank6 commitments
- Amalgamated Bank of New York6 commitments
- Ullico Investment Advisors, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.9%
- Non-interest-bearing cash 0.3%
- Insurance company general account 13.5%
- Partnership/joint venture interests 9.6%
- Common/collective trusts 66.0%
- Pooled separate accounts 4.2%
- Hess Technology Consulting, Inc. General consultantthrough Dec 31, 2024 Form 5500
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2024 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 Bank6 rows, latest Dec 31, 2024
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Blackrockplan years
- Amalgamated Bankplan years
- Prudential Retirement & Annuity Insplan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Consultant changedinferencewith Hess Technology Consulting, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changed$3.2Maskebsa.dol.gov
- Jan 1, 2023Assets changeddown $3.4Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Index Fdcollective trust | Blackrock | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 364 | Not disclosed | Not disclosed | n/a | $32.3M | $3.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 364 | Not disclosed | Not disclosed | n/a | $29.1M | $3.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 352 | Not disclosed | Not disclosed | n/a | $26.9M | $3.8M | Not disclosed | Not disclosed |
- Virginia & Ambinder, LLP codes 29 50 $61,115 PY2024
- The Mckeogh Company codes 11 50 $54,000 PY2024
- Citrin Cooperman Advisors LLC codes 10 50 $35,996 PY2024
+54 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
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Consultant changed2024-12-31source
- Total assets changed2023-01-01source
- Total assets changed2024-12-31source
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
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.