This allocator's name, 2 more advisers, 1 more manager, 12 more commitments and 2 more dated events
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Taft-Hartley plan in New Jersey
Taft-Hartley plan, based in Englewood Cliffs, New Jersey, reporting $21.4M in assets, for 242 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $21.4M
- Funded ratio
- 67.2%
- Fund commitments
- 7
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Jan 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Core Bond Fund3 commitments
- Neuberger Berman Strategic Multi-Se3 commitments
- Longview Largecap 1000 Value Index2 commitments
- Amalgamated Bank of New York5 commitments
- Amalgamated Bank5 commitments
- Neuberger Berman Trust Company, Na3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 10.8%
- Non-interest-bearing cash 1.4%
- Partnership/joint venture interests 12.4%
- Common/collective trusts 74.8%
- Reynolds Consulting Services, LLC Investment adviser (plan)through Jan 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Jan 31, 2023 Form 5500
- Judith P. Broach Named fiduciarythrough Jan 31, 2023 Form 5500
+2 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 York5 rows, latest Jan 31, 2025
- Amalgamated Bank5 rows, latest Jan 31, 2025
- Neuberger Berman Trust Company, Na3 rows, latest Jan 31, 2025
+1 more manager received commitments
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- Amalgamated Bankplan years
- Blackrockplan years
- Jan 31, 2025Holding endedinference
- Jan 31, 2025Holding started
- Jan 31, 2025Holding endedinference
- Jan 31, 2025Holding endedinference
- Jan 31, 2025Holding endedinference
+2 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 Jan 31, 2025 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Neuberger Berman Strategic Multi-Secollective trust | Neuberger Berman Trust Company, Na | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $10.6M 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.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jan 31, 2025 | 242 | Not disclosed | Not disclosed | n/a | $21.4M | $2.6M | Not disclosed | Not disclosed |
| 2023 to Jan 31, 2024 | 254 | Not disclosed | Not disclosed | n/a | $22.8M | $2.8M | Not disclosed | Not disclosed |
| 2022 to Jan 31, 2023 | 244 | Not disclosed | Not disclosed | n/a | $23.2M | $2.9M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 50 $89,370 PY2024
- O'Donoghue & O'Donoghue, LLP codes 29 50 $59,699 PY2024
- Novak Francella, LLC codes 10 50 $41,693 PY2024
+42 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Holding in a pooled vehicle ended2025-01-31source
- Holding in a pooled vehicle started2025-01-31source
- Holding in a pooled vehicle ended2025-01-31source
+4 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
+8 connections on the graph
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