This allocator's name, 1 more adviser and 4 more dated events

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Taft-Hartley plan in New York

Taft-Hartley plan· Hempstead, New York

Taft-Hartley plan, based in Hempstead, New York, reporting $664M in assets, for 3,892 participants.

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

Assets
$664M
Funded ratio
3.5%
Managers
2
Open searchesAllocation 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 started.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$664M
Total assets, Jan 31, 2025 reported
Funded
3.5%
Feb 1, 2024
Private markets target
no policy read
policy Jan 31, 2025
Commitments
0
2 managers on Schedule C
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.1%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 62.1%
  • U.S. Government securities 22.9%
  • Registered investment companies 5.0%
  • Common stock 4.7%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
9 events
  • Dec 31, 2024Manager relationship started
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    with SUN Life Financial U.S. Services Company, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Penn Mutual Life Insurance Companyaskebsa.dol.gov
  • Feb 1, 2024Funded status changed
    2 pointsaskebsa.dol.gov
  • Feb 1, 2024Assets changed
    $8.5Maskebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$664M Jan 31, 2025 reported Form 5500
$689M (2024-01) · $680M (2023-01)
Plan assets
$17.9M Feb 1, 2024 reported Form 5500
$9.4M (2023-02) · $3.3M (2022-02)
Net assets
$663M Jan 31, 2025 reported Form 5500
$687M (2024-01) · $680M (2023-01)
Funded ratio
3.5% Feb 1, 2024 reported Form 5500
1.5% (2023-02) · 0.5% (2022-02)
Participants
3,892 Feb 1, 2024 reported Form 5500
4,018 (2023-02) · 4,064 (2022-02)
Contributions
$2.6M Jan 31, 2025 reported Form 5500
$3.3M (2024-01) · $845M (2023-01)
Benefits paid
$48.9M Jan 31, 2025 reported Form 5500
$47.1M (2024-01) · $181M (2023-01)
Net investment income
-$24.2M Jan 31, 2025 reported Form 5500
$7.5M (2024-01) · $676M (2023-01)
Investment management fees
$1.2M Jan 31, 2025 reported Form 5500
$839,631 (2024-01) · $365,323 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 20253,892Not disclosedNot disclosedn/a$664MNot disclosedNot disclosedNot disclosed
2023 to Jan 31, 20244,018Not disclosedNot disclosedn/a$689MNot disclosedNot disclosedNot disclosed
2022 to Jan 31, 20234,064Not disclosedNot disclosedn/a$680MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • SLC Management, LLC codes 28 51 $362,457 PY2024
  • this allocator codes 49 50 $281,282 PY2024
  • Great Lakes Advisors codes 28 51 $245,943 PY2024

+50 more service providers

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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 15, 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.

Not yet on record: fund commitments.

Record history

9 dated events on the change ledger, latest first
  • Funded status changed
    2024-02-01source
  • Manager relationship started
    2023-12-31source
  • Manager relationship started
    2023-12-31source

+6 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

+13 connections on the graph

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