This allocator's name, 5 more advisers and 3 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 NEW York, New York, reporting $165M in assets, for 1,821 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $165M
- Funded ratio
- 122.2%
- Fund commitments
- 2
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- PE International Core Equity Fund3 commitments
- Longview Midcap 400 Index Fund3 commitments
- Amalgamated Bank of New York3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.3%
- Insurance company general account 2.8%
- Partnership/joint venture interests 19.4%
- Common/collective trusts 45.7%
- Registered investment companies 17.0%
- Common stock 7.4%
- Real estate (other than employer real property) 7.0%
- Willmington Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
- Reynolds Securities Ltd. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ullico Investment Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+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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- Amalgamated Bank of New York3 rows, latest Dec 31, 2024
- Cadence Capitalplan years 2023
- Colombia Management Investmentplan years 2023
- U.S. Real Estate Investment Fund Llplan years 2022
+2 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.
- Jan 1, 2024Funded status changed2 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$15.8Maskebsa.dol.gov
- Dec 31, 2023Assets changed$15.8Maskebsa.dol.gov
- Jan 1, 2023Assets changeddown $18.0Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | PE International Core Equity Fundcollective trust | BNY Mellon | Public equity | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Midcap 400 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $75.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | PE International Core Equity Fundcollective trust | BNY Mellon | Public equity | $8.3M held | Disclosed holding | askebsa.dol.gov |
+3 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 Dec 31, 2024 | 1,821 | Not disclosed | Not disclosed | n/a | $165M | $32.1M | Not disclosed | $11.5M |
| 2023 to Dec 31, 2023 | 1,824 | Not disclosed | Not disclosed | n/a | $150M | $31.1M | Not disclosed | $12.3M |
| 2022 to Dec 31, 2022 | 2,003 | Not disclosed | Not disclosed | n/a | $135M | $26.0M | Not disclosed | $14.6M |
- Crescent Capital codes 19 51 $805,465 PY2024
- Ullico Investment Advisors, Inc. codes 27 $216,408 PY2024
- Daniel H. Cook Associates, Inc. codes 14 $172,739 PY2024
+55 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Funded status changed2024-01-01source
- Total assets changed2023-01-01source
- Total assets changed2024-01-01source
+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
+14 connections on the graph
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