This allocator's name, 5 more advisers, 1 more manager, 12 more commitments and 4 more dated events
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 Long Island City, New York, reporting $113M in assets, for 1,265 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $113M
- Funded ratio
- 69.9%
- Fund commitments
- 5
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Hssh Consulting.
Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Strategic Property Fund3 commitments
- Western Asset US Core Plus LLC3 commitments
- Intech Risk Mgd Broad Lrg Cap Grth3 commitments
- Blackrock6 commitments
- J.P. Morgan Chase3 commitments
- Western Asset Mgmt Company, LLC3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 43.3%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 0.1%
- Other investments 1.7%
- Partnership/joint venture interests 2.7%
- 103-12 investment entities 16.5%
- Common/collective trusts 29.4%
- Registered investment companies 0.5%
- Common stock 3.5%
- Hssh Consulting General consultantthrough Dec 31, 2024 Form 5500
- Counsel Advisors Inc. General consultantthrough Dec 31, 2024 Form 5500
- Withum Smith and Brown General consultantthrough Dec 31, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Blackrock6 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC3 rows, latest Dec 31, 2024
+1 more manager received commitments
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- Intech Investment Managementplan years
- Western Asset Mgmt Company, LLCplan years
- Blackrockplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Consultant changedinferencewith Hssh Consultingaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Withum Smith and Brownaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Counsel Advisors Inc.askebsa.dol.gov
- Dec 31, 2024Assets changed$49.4Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Horizon Actuarial Servicesaskebsa.dol.gov
+4 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 Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Western Asset US Core Plus LLC103 12 ie | Western Asset Mgmt Company, LLC | Fixed income | $15.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intech Risk Mgd Broad Lrg Cap Grth103 12 ie | Intech Investment Management | Pooled vehicles | $3.0M 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 Dec 31, 2024 | 1,265 | Not disclosed | Not disclosed | n/a | $113M | $3.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,317 | Not disclosed | Not disclosed | n/a | $63.6M | $3.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,321 | Not disclosed | Not disclosed | n/a | $63.6M | $2.8M | Not disclosed | Not disclosed |
- Proskauer Rose LLP codes 29 50 $167,110 PY2024
- O'Sullivan Associates codes 11 50 $52,150 PY2024
- Deborah Danner codes 30 $49,045 PY2024
+60 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 16 traced paths of capital across the graphs.
DFX traced 16 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
- Funded status changed2023-01-01source
- Manager relationship ended2023-12-31source
- Consultant changed2023-12-31source
+6 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
+17 connections on the graph
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