This allocator's name and 1 more commitment

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Taft-Hartley plan in New York

Taft-Hartley plan· Syracuse, New York

Taft-Hartley plan, based in Syracuse, New York, reporting $230M in assets, for 9,043 participants.

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

Assets
$230M
Funded ratio
99.6%
Fund commitments
2
Managers
1
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Commitments (2)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, Holding started.

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
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$230M
Total assets, Dec 31, 2024 reported
Funded
99.6%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
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 0.6%
  • Non-interest-bearing cash 0.0%
  • Other investments 0.0%
  • Common/collective trusts 10.1%
  • Master trust investment accounts 0.0%
  • Registered investment companies 88.5%
Consultants and advisers
2 firms
  • this allocator Investment adviser (plan)through Dec 31, 2022 Form 5500
  • Cheiron Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024SEI Core Property Collective Inv Trcollective trustSEI Investments Management CorpReal estate$19.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024SEI Global Private Assets V Citcollective trustSEI Investments Management CorpPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023SEI Core Property Collective Inv Trcollective trustSEI Investments Management CorpReal estate$22.1M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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
$230M Dec 31, 2024 reported Form 5500
$216M (2023-12) · $195M (2022-12)
Plan assets
$215M Jan 1, 2024 reported Form 5500
$195M (2023-01) · $221M (2022-01)
Net assets
$230M Dec 31, 2024 reported Form 5500
$215M (2023-12) · $195M (2022-12)
Funded ratio
99.6% Jan 1, 2024 reported Form 5500
96.2% (2023-01) · 95.4% (2022-01)
Participants
9,043 Jan 1, 2024 reported Form 5500
8,926 (2023-01) · 9,084 (2022-01)
Contributions
$9.9M Dec 31, 2024 reported Form 5500
$10.2M (2023-12) · $9.7M (2022-12)
Benefits paid
$12.9M Dec 31, 2024 reported Form 5500
$12.3M (2023-12) · $11.8M (2022-12)
Net investment income
$14.5M Dec 31, 2024 reported Form 5500
$20.8M (2023-12) · -$26.5M (2022-12)
Investment management fees
$911,888 Dec 31, 2024 reported Form 5500
$867,847 (2023-12) · $815,167 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20249,043Not disclosedNot disclosedn/a$230MNot disclosed$1,899Not disclosed
2023 to Dec 31, 20238,926Not disclosedNot disclosedn/a$216MNot disclosed$13,466Not disclosed
2022 to Dec 31, 20229,084Not disclosedNot disclosedn/a$195MNot disclosed$25,513Not disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Sei codes 28 50 $896,888 PY2024
  • Cheiron codes 11 50 $213,428 PY2024
  • Brittany Buffum codes 30 50 $110,261 PY2024

+57 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.

Allocator commitments to a managerConsultant 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

5 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

+2 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

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+6 connections on the graph

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