This allocator's name, 5 more advisers and 9 more commitments

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Taft-Hartley plan in New York

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $40.4M in assets, for 261 participants.

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

Assets
$40.4M
Funded ratio
104.8%
Fund commitments
4
Managers
2
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Commitments (4)Allocation policyManagers
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: 31 Dec 2024, Manager relationship ended.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in New York
Funds committed to
All 4
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$40.4M
Total assets, Dec 31, 2024 reported
Funded
104.8%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
4
2 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.6%
  • Common/collective trusts 80.0%
  • Registered investment companies 4.1%
  • Common stock 0.7%
  • Real estate (other than employer real property) 13.5%
Consultants and advisers
8 firms

+5 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
3 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Pimco Collective Investment Trustcollective trustPimcoPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Invesco Core Plus Fixed Income Truscollective trustInvesco Trust CompanyFixed income$7.5M heldDisclosed holdingaskebsa.dol.gov

+9 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$40.4M Dec 31, 2024 reported Form 5500
$37.2M (2023-12) · $34.1M (2022-12)
Plan assets
$37.1M Jan 1, 2024 reported Form 5500
$34.0M (2023-01) · $40.1M (2022-01)
Net assets
$40.3M Dec 31, 2024 reported Form 5500
$37.1M (2023-12) · $34.0M (2022-12)
Funded ratio
104.8% Jan 1, 2024 reported Form 5500
101.7% (2023-01) · 100.8% (2022-01)
Participants
261 Jan 1, 2024 reported Form 5500
263 (2023-01) · 275 (2022-01)
Contributions
$1.3M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $1.4M (2022-12)
Benefits paid
$2.6M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $2.2M (2022-12)
Net investment income
$3.3M Dec 31, 2024 reported Form 5500
$3.1M (2023-12) · -$6.1M (2022-12)
Investment management fees
$57,841 Dec 31, 2024 reported Form 5500
$65,127 (2023-12) · $77,829 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024261Not disclosedNot disclosedn/a$40.4MNot disclosedNot disclosed$5.4M
2023 to Dec 31, 2023263Not disclosedNot disclosedn/a$37.2MNot disclosedNot disclosed$4.9M
2022 to Dec 31, 2022275Not disclosedNot disclosedn/a$34.1MNot disclosedNot disclosed$5.4M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Holm & Ohara LLP codes 29 $81,593 PY2024
  • The Segal Company codes 11 16 $42,895 PY2024
  • Gould Kobrick & Schlapp PC codes 10 $31,775 PY2024

+45 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

This record sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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.

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Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2024-12-31source
  • Total assets changed
    2023-01-01source

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

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