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Taft-Hartley plan in New York

Taft-Hartley plan· Maspeth, New York

Taft-Hartley plan, based in Maspeth, New York, reporting $86.8M in assets, for 954 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $86.8M
Funded ratio: 92.7%

Open searches Allocation policy Consultants

As of 2025-12-31 · 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 2025, Total assets changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$86.8M

Total assets, Dec 31, 2025 reported

Funded

92.7%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.6%
Non-interest-bearing cash 0.1%
Corporate debt instruments (other) 1.5%
U.S. Government securities 2.6%
Other investments 43.6%
Registered investment companies 38.4%
Common stock 11.7%
Real estate (other than employer real property) 0.0%

Consultants and advisers

3 firms

Morgan Stanley Smith Barney Investment adviser (plan)Custodianthrough Dec 31, 2025 Form 5500
First Actuarial Consulting, LLC Actuarythrough Dec 31, 2025 Form 5500
Indiana Carpenters Pension Fund Custodianthrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events

Dec 31, 2025Assets changed
$9.4Maskebsa.dol.gov
Jan 1, 2025Assets changed
$8.3Maskebsa.dol.gov
Dec 31, 2024Consultant changedinference
with First Actuarial Consulting, LLCaskebsa.dol.gov
Jan 1, 2024Funded status changed
down 3 pointsaskebsa.dol.gov
Jan 1, 2024Assets changed
$6.7Maskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

40 readings

Total assets

$86.8M Dec 31, 2025 reported Form 5500

$77.4M (2024-12) · $71.8M (2023-12) · $63.9M (2022-12)

Plan assets

$76.9M Jan 1, 2025 reported Form 5500

$68.6M (2024-01) · $61.9M (2023-01) · $67.9M (2022-01)

Net assets

$86.2M Dec 31, 2025 reported Form 5500

$77.2M (2024-12) · $71.3M (2023-12) · $63.5M (2022-12)

Funded ratio

92.7% Jan 1, 2025 reported Form 5500

92.4% (2024-01) · 95.7% (2023-01) · 96.1% (2022-01)

Participants

954 Jan 1, 2025 reported Form 5500

955 (2024-01) · 945 (2023-01) · 991 (2022-01)

Contributions

$4.1M Dec 31, 2025 reported Form 5500

$3.0M (2024-12) · $5.6M (2023-12) · $5.3M (2022-12)

Benefits paid

$5.2M Dec 31, 2025 reported Form 5500

$4.3M (2024-12) · $3.9M (2023-12) · $3.7M (2022-12)

Net investment income

$9.0M Dec 31, 2025 reported Form 5500

$5.9M (2024-12) · $7.8M (2023-12) · -$4.4M (2022-12)

Investment management fees

$283,783 Dec 31, 2025 reported Form 5500

$211,865 (2024-12) · $217,608 (2023-12) · $227,778 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	954	Not disclosed	Not disclosed	n/a	$86.8M	Not disclosed	Not disclosed	$39,988
2024 to Dec 31, 2024	955	Not disclosed	Not disclosed	n/a	$77.4M	Not disclosed	Not disclosed	$2.3M
2023 to Dec 31, 2023	945	Not disclosed	Not disclosed	n/a	$71.8M	$5.6M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	991	Not disclosed	Not disclosed	n/a	$63.9M	$4.1M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Morgan Stanley Smith Barney LLC codes 15 27 33 49 50 55 64 71 72 99 $182,185 PY2025
First Actuarial Consulting, Inc codes 11 17 50 $43,850 PY2025
Fitzsimmons Abrams, LLP codes 10 50 $33,300 PY2025

+25 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

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.

Not yet on record: fund commitments, managers.

Record history

6 dated events on the change ledger, latest first

Funded status changed
2024-01-01source
Total assets changed
2025-01-01source
Total assets changed
2025-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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

+5 connections on the graph

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