DFX Intelligence

This allocator's name, 3 more managers and 19 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 Jersey

Taft-Hartley plan· Parsippany, New Jersey

Taft-Hartley plan, based in Parsippany, New Jersey, reporting $191M in assets, for 803 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $191M
Funded ratio: 103.2%
Fund commitments: 8
Managers: 3

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Commitments (8)Allocation policy Managers

As of 2024-12-31 · 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 2024, Holding ended.

Capital path

who backs this record, through what, into what; each name opens its own path

Taft-Hartley plan in New Jersey

Funds committed to

Longview Largecap 1000 Value Index3 commitments
Longview Largecap 1000 Growth Index3 commitments
Principal U.S. Property Sa-Z3 commitments

All 8

Managers

Amalgamated Bank6 commitments
Amalgamated Bank of New York5 commitments
Principal3 commitments

All 6

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

Taft-Hartley plan

Assets

$191M

Total assets, Dec 31, 2024 reported

Funded

103.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

3 managers on Schedule C

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.4%
Insurance company general account 0.9%
Partnership/joint venture interests 32.9%
Common/collective trusts 50.0%
Pooled separate accounts 6.0%
Registered investment companies 0.8%
Common stock 7.7%

Consultants and advisers

2 firms

Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
Basil Castrovinci Associates Inc. Actuarythrough Dec 31, 2022 Form 5500

People

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

Manager roster

6 managers on the commitment tape

From the plan’s own commitment disclosures

Amalgamated Bank6 rows, latest Dec 31, 2024
Amalgamated Bank of New York5 rows, latest Dec 31, 2024
Principal3 rows, latest Dec 31, 2024

+3 more managers received commitments

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

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

From Schedule C (investment management, code 28)

Amalgamated Bankplan years
RBC Global Asset Management Inc.plan years
GCM Grosvenor L.P.plan years 2024

+12 more Schedule C managers

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

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

What changed

5 events

Dec 31, 2024Holding endedinference
with Ullico Investment Advisors$6.6Maskebsa.dol.gov
Dec 31, 2024Holding endedinference
with Amalgamated Bank of New York$8.6Maskebsa.dol.gov
Jan 1, 2024Funded status changed
8 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 16 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $25.9Maskebsa.dol.gov

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

Commitments

22 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Longview Largecap 1000 Value Indexcollective trust	Amalgamated Bank	Pooled vehicles	$17.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Longview Largecap 1000 Growth Indexcollective trust	Amalgamated Bank	Pooled vehicles	$29.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Principal U.S. Property Sa-Zseparate account	Principal	Real estate	$11.5M held	Disclosed holding	askebsa.dol.gov

+19 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.

Size and funding

30 readings

Total assets

$191M Dec 31, 2024 reported Form 5500

$177M (2023-12) · $165M (2022-12)

Plan assets

$177M Jan 1, 2024 reported Form 5500

$165M (2023-01) · $191M (2022-01)

Net assets

$191M Dec 31, 2024 reported Form 5500

$177M (2023-12) · $165M (2022-12)

Funded ratio

103.2% Jan 1, 2024 reported Form 5500

95.3% (2023-01) · 111.3% (2022-01)

Participants

803 Jan 1, 2024 reported Form 5500

884 (2023-01) · 891 (2022-01)

Contributions

$4.8M Dec 31, 2024 reported Form 5500

$4.8M (2023-12) · $4.0M (2022-12)

Benefits paid

$12.6M Dec 31, 2024 reported Form 5500

$12.8M (2023-12) · $12.1M (2022-12)

Net investment income

$13.9M Dec 31, 2024 reported Form 5500

$12.2M (2023-12) · -$25.9M (2022-12)

Investment management fees

$1.7M Dec 31, 2024 reported Form 5500

$2.1M (2023-12) · $1.1M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	803	Not disclosed	Not disclosed	n/a	$191M	$62.8M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	884	Not disclosed	Not disclosed	n/a	$177M	$28.5M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	891	Not disclosed	Not disclosed	n/a	$165M	$22.8M	Not disclosed	Not disclosed

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

Crescent Capital codes 51 $945,397 PY2024
Boyd Watterson Gsa Fund codes 51 $174,836 PY2024
Basil Castrovinci Associates Inc codes 14 $162,649 PY2024

+76 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.

Capital chain

This record sits on 5 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

5 dated events on the change ledger, latest first

Holding in a pooled vehicle ended
2024-12-31source
Holding in a pooled vehicle ended
2024-12-31source
Funded status changed
2023-01-01source

+2 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

+18 connections on the graph

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