This allocator's name, 5 more advisers, 3 more managers, 15 more commitments and 5 more dated events
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 $953M in assets, for 3,293 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $953M
- Funded ratio
- 129.1%
- Fund commitments
- 6
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Sean M Boyle Consulting Inc.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- Lazard Core Fixed Income Portfolio3 commitments
- Separate Account J3 commitments
- NEW Tower Trust Company3 commitments
- Lazard Asset Management LLC3 commitments
- Ullico Investment Advisors, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 5.3%
- Corporate debt instruments (preferred) 1.5%
- U.S. Government securities 9.7%
- Other investments 0.0%
- Other loans 0.0%
- Partnership/joint venture interests 5.0%
- 103-12 investment entities 6.2%
- Common/collective trusts 19.7%
- Pooled separate accounts 0.8%
- Registered investment companies 18.9%
- Common stock 30.6%
- Real estate (other than employer real property) 0.9%
- Gallagher Fiduciary Advisors Pension consultantthrough Dec 31, 2024 Form 5500
- Schultheis & Panettieri, LLP Investment adviser (plan)through Dec 31, 2023 Form 5500
- Sean M Boyle Consulting Inc General consultantthrough 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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- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Lazard Asset Management LLC3 rows, latest Dec 31, 2024
- Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lazard Asset Management LLCplan years 2022
- Causeway Capital Management LLCplan years 2024
- Union Labor Life Insurance Companyplan years 2023
+6 more Schedule C managers
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- Dec 31, 2024Consultant changedinferencewith Sean M Boyle Consulting Incaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Schultheis & Panettieri, LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith Causeway Capital Management LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Gallagher Fiduciary Advisorsaskebsa.dol.gov
- Dec 31, 2024Assets changed$93.1Maskebsa.dol.gov
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Lazard Core Fixed Income Portfolio103 12 ie | Lazard Asset Management LLC | Fixed income | $48.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $7.5M held | Disclosed holding | askebsa.dol.gov |
+15 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 | 3,293 | Not disclosed | Not disclosed | n/a | $953M | $47.5M | Not disclosed | $8.4M |
| 2023 to Dec 31, 2023 | 3,345 | Not disclosed | Not disclosed | n/a | $859M | $29.9M | Not disclosed | $8.4M |
| 2022 to Dec 31, 2022 | 3,397 | Not disclosed | Not disclosed | n/a | $766M | $48.4M | Not disclosed | $8.4M |
- Loomis Sayles Trust Company codes 28 51 $501,727 PY2024
- Lazard Asset Management LLC codes 28 51 $345,482 PY2024
- Atalanta Sosnoff Capital LLC codes 28 51 $219,531 PY2024
+71 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Manager relationship started2023-12-31source
- Consultant changed2023-12-31source
- Consultant changed2024-12-31source
+7 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
+19 connections on the graph
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