This allocator's name, 7 more advisers, 2 more managers, 23 more commitments and 1 more dated event
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 NEW York, New York, reporting $673M in assets, for 25,113 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $673M
- Funded ratio
- 100.7%
- Fund commitments
- 9
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to CPAS Systems.
Capital path
who backs this record, through what, into what; each name opens its own path- Russell 1000 Index Nl Fund3 commitments
- US Aggregate Bond Index Nl Fund3 commitments
- GQG Partners Emerging Markets Equit3 commitments
- State Street Global Advisors Trust Company12 commitments
- State Street Global Advisors Trust3 commitments
- Reliance Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.3%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 0.6%
- Partnership/joint venture interests 20.1%
- Common/collective trusts 38.1%
- Registered investment companies 24.0%
- Common stock 12.3%
- Syntonic Systems, Inc. General consultantthrough Dec 31, 2022 Form 5500
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- CPAS Systems General consultantthrough Dec 31, 2022 Form 5500
+7 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trust Company12 rows, latest Dec 31, 2024
- State Street Global Advisors Trust3 rows, latest Dec 31, 2024
- Reliance Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Bank & Trust Companyplan years
- LSV Asset Managementplan years 2022
- Westfield Capital Management Companplan years 2022
- Dec 31, 2024Consultant changedinferencewith CPAS Systemsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Kardan Actuarialaskebsa.dol.gov
- Jan 1, 2024Assets changed$85.3Maskebsa.dol.gov
- Dec 31, 2023Holding started
- Dec 31, 2023Manager relationship startedwith Jpmorgan Chase Bank, N.A.askebsa.dol.gov
+1 more dated event
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 Dec 31, 2024 | Russell 1000 Index Nl Fundcollective trust | State Street Global Advisors Trust | Pooled vehicles | $58.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | SS Msci Emerging Mkts Ex China Nl Ccollective trust | State Street Bank & Trust Company | Pooled vehicles | $12.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | US Aggregate Bond Index Nl Fundcollective trust | State Street Global Advisors Trust Company | Fixed income | $67.1M held | Disclosed holding | askebsa.dol.gov |
+23 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 Dec 31, 2024 | 25,113 | Not disclosed | Not disclosed | n/a | $673M | $135M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 25,442 | Not disclosed | Not disclosed | n/a | $630M | $129M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 23,117 | Not disclosed | Not disclosed | n/a | $552M | $103M | Not disclosed | Not disclosed |
- Schultheis & Panettieri LLP codes 10 50 $929,443 PY2024
- Proskauer Rose LLP codes 29 50 $774,889 PY2024
- Winmill Software Inc codes 16 50 $538,021 PY2024
+297 more service providers
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Provenance
This record sits on 25 traced paths of capital across the graphs.
DFX traced 25 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 started2023-12-31source
- Manager relationship started2023-12-31source
- Consultant changed2024-12-31source
+3 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
+14 connections on the graph
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