This allocator's name and 5 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 Ithaca, New York, reporting $27.3M in assets, for 243 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $27.3M
- Funded ratio
- 123.4%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 May 2025, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- Cohen & Steers Global Realty Fd Cl3 commitments
- BNY Mellon/walter Scott Glb Eq3 commitments
- Master Income-Plus Group Trust2 commitments
- Cohen & Steers3 commitments
- BNY Mellon3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 4.5%
- Common/collective trusts 17.7%
- Registered investment companies 64.8%
- Real estate (other than employer real property) 12.1%
- Bolton Partners, Inc. Actuarythrough May 31, 2025 Form 5500
- Chevy Chase Trust Trusteethrough May 31, 2023 Form 5500
- Bolton Partners Northeast, Inc. Actuarythrough May 31, 2023 Form 5500
- Cohen & Steers3 rows, latest May 31, 2025
- BNY Mellon3 rows, latest May 31, 2025
- Cohen & Steersplan years
- Segal Marco Advisorsplan years 2023
- May 31, 2025Holding endedinference
- Jun 1, 2023Funded status changeddown 3 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Cohen & Steers Global Realty Fd Clcollective trust | Cohen & Steers | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | BNY Mellon/walter Scott Glb Eqcollective trust | BNY Mellon | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Cohen & Steers Global Realty Fd Clcollective trust | Cohen & Steers | Real estate | $1.1M held | Disclosed holding | askebsa.dol.gov |
+5 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 243 | Not disclosed | Not disclosed | n/a | $27.3M | Not disclosed | Not disclosed | $3.3M |
| 2023 to May 31, 2024 | 241 | Not disclosed | Not disclosed | n/a | $25.3M | Not disclosed | Not disclosed | $3.6M |
| 2022 to May 31, 2023 | 228 | Not disclosed | Not disclosed | n/a | $23.3M | Not disclosed | Not disclosed | $4.6M |
- Solxsys Administrative Solutions codes 13 15 $74,340 PY2024
- Bolton Partners Northeast, Inc. codes 11 50 $50,000 PY2024
- Segal Advisors codes 28 50 $41,083 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Record history
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
+6 connections on the graph
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