DFX Intelligence

This allocator's name, 1 more adviser, 1 more manager and 12 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· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $130M in assets, for 11,851 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $130M
Funded ratio: 29.1%
Fund commitments: 5
Managers: 1

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Commitments (5)Allocation policy Managers

As of 2024-01-01 · 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: 1 Jan 2024, Funded status changed.

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

Longview Largecap 500 Index Fund3 commitments
Longview Core Bond Fund3 commitments
Daily Msci Eafe Index Nl Fund3 commitments

All 5

Managers

Amalgamated Bank of New York6 commitments
State Street Global Advisors Trust Company3 commitments
NEW Tower Trust Company3 commitments

All 4

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$130M

Total assets, Dec 31, 2024 reported

Funded

29.1%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.0%
Non-interest-bearing cash 2.4%
Corporate debt instruments (other) 0.0%
Partnership/joint venture interests 3.5%
Common/collective trusts 73.4%
Registered investment companies 1.8%
Real estate (other than employer real property) 4.5%

Consultants and advisers

4 firms

Quan Vest Consultants Investment adviser (plan)through Dec 31, 2022 Form 5500
Amalgamated Bank Custodianthrough Dec 31, 2022 Form 5500
The Segal Co. (eastern States) Inc. Actuarythrough 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.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Amalgamated Bank of New York6 rows, latest Dec 31, 2024
State Street Global Advisors Trust Company3 rows, latest Dec 31, 2024
NEW Tower Trust Company3 rows, latest Dec 31, 2024

+1 more manager 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.

From Schedule C (investment management, code 28)

Newtown Investment Corporationplan years 2024
Newtower Trust Companyplan years 2022
Newton Investment Managementplan years 2022

What changed

3 events

Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $44.6Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

15 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Longview Largecap 500 Index Fundcollective trust	Amalgamated Bank of New York	Pooled vehicles	$55.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Longview Core Bond Fundcollective trust	Amalgamated Bank of New York	Fixed income	$25.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Daily Msci Eafe Index Nl Fundcollective trust	State Street Global Advisors Trust Company	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov

+12 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.

Size and funding

30 readings

Total assets

$130M Dec 31, 2024 reported Form 5500

$139M (2023-12) · $150M (2022-12)

Plan assets

$120M Jan 1, 2024 reported Form 5500

$129M (2023-01) · $174M (2022-01)

Net assets

$129M Dec 31, 2024 reported Form 5500

$138M (2023-12) · $149M (2022-12)

Funded ratio

29.1% Jan 1, 2024 reported Form 5500

31.8% (2023-01) · 34.9% (2022-01)

Participants

11,851 Jan 1, 2024 reported Form 5500

10,052 (2023-01) · 10,431 (2022-01)

Contributions

$7.8M Dec 31, 2024 reported Form 5500

$7.4M (2023-12) · $7.3M (2022-12)

Benefits paid

$29.6M Dec 31, 2024 reported Form 5500

$30.0M (2023-12) · $30.7M (2022-12)

Net investment income

-$9.0M Dec 31, 2024 reported Form 5500

-$10.5M (2023-12) · -$46.1M (2022-12)

Investment management fees

$254,949 Dec 31, 2024 reported Form 5500

$276,952 (2023-12) · $522,672 (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	11,851	Not disclosed	Not disclosed	n/a	$130M	$4.6M	Not disclosed	$5.8M
2023 to Dec 31, 2023	10,052	Not disclosed	Not disclosed	n/a	$139M	$5.2M	Not disclosed	$6.6M
2022 to Dec 31, 2022	10,431	Not disclosed	Not disclosed	n/a	$150M	$10.5M	Not disclosed	$8.3M

Service providers and investment entities as filed (Schedule C and D, latest year first)

The Segal Company codes 11 17 50 $252,805 PY2024
Marshall & Moss LLP codes 10 50 $238,733 PY2024
Amalgamated Bank codes 19 51 $108,385 PY2024

+49 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

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 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 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
2023-01-01source
Funded status changed
2024-01-01source
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

+8 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.