This allocator's name

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Taft-Hartley plan in New York

Taft-Hartley plan· NEW York, New York

Taft-Hartley plan, based in NEW York, New York, reporting $26.5M in assets, for 480 participants.

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

Assets
$26.5M
Funded ratio
131.1%
Open searchesAllocation policy
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: 1 Jan 2024, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$26.5M
Total assets, Dec 31, 2024 reported
Funded
131.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (preferred) 7.8%
  • U.S. Government securities 17.4%
  • Registered investment companies 64.3%
  • Real estate (other than employer real property) 9.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
3 events
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
30 readings
Total assets
$26.5M Dec 31, 2024 reported Form 5500
$24.9M (2023-12) · $23.4M (2022-12)
Plan assets
$24.8M Jan 1, 2024 reported Form 5500
$23.3M (2023-01) · $28.3M (2022-01)
Net assets
$26.4M Dec 31, 2024 reported Form 5500
$24.8M (2023-12) · $23.3M (2022-12)
Funded ratio
131.1% Jan 1, 2024 reported Form 5500
134.8% (2023-01) · 136.1% (2022-01)
Participants
480 Jan 1, 2024 reported Form 5500
503 (2023-01) · 521 (2022-01)
Contributions
$189,821 Dec 31, 2024 reported Form 5500
$202,306 (2023-12) · $228,561 (2022-12)
Benefits paid
$1.1M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $1.1M (2022-12)
Net investment income
$1.6M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · -$5.0M (2022-12)
Investment management fees
$96,891 Dec 31, 2024 reported Form 5500
$89,248 (2023-12) · $86,021 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024480Not disclosedNot disclosedn/a$26.5MNot disclosedNot disclosed$2.4M
2023 to Dec 31, 2023503Not disclosedNot disclosedn/a$24.9MNot disclosedNot disclosed$2.6M
2022 to Dec 31, 2022521Not disclosedNot disclosedn/a$23.4MNot disclosedNot disclosed$3.1M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Cohen, Weiss & Simon LLP codes 29 50 $367,303 PY2024
  • Blankrome codes 29 50 $90,431 PY2024
  • DAY Pitney LLP codes 29 50 $62,914 PY2024

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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 15, 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

3 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Manager relationship ended
    2023-12-31source
  • Total assets changed
    2023-01-01source

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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