This allocator's name, 1 more adviser, 5 more managers and 21 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 York
Taft-Hartley plan, based in NEW York, New York, reporting $105M in assets, for 670 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $105M
- Funded ratio
- 91.4%
- Fund commitments
- 9
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- Rainier International Small Cap Eq3 commitments
- Mackay Shields Collective Investmen3 commitments
- Longview Smallcap 600 Index Fund3 commitments
- Mackay Shields3 commitments
- Amalgamated Bank of New York3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 3.0%
- U.S. Government securities 7.8%
- Other investments 0.3%
- Partnership/joint venture interests 7.1%
- Common/collective trusts 37.7%
- Pooled separate accounts 9.4%
- Registered investment companies 9.2%
- Common stock 24.2%
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Newtower Trust Company Trusteethrough Jun 30, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shields3 rows, latest Jun 30, 2025
- Amalgamated Bank of New York3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shieldsplan years
- Metropolitan West Asset Managementplan years 2023
- Segall Bryant & Hamill LLCplan years 2023
+7 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Jun 30, 2025Holding started
- Jun 30, 2025Holding endedinference
- Dec 31, 2024Manager relationship endedinferencewith ASB Capital Management LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Union Labor Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Great Lakes Advisorsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Rainier International Small Cap Eqcollective trust | SEI Trust Company | Public equity | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $4.9M held | Disclosed holding | askebsa.dol.gov |
+21 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 Jun 30, 2025 | 670 | Not disclosed | Not disclosed | n/a | $105M | $7.5M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 676 | Not disclosed | Not disclosed | n/a | $110M | $6.7M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 693 | Not disclosed | Not disclosed | n/a | $103M | $8.0M | Not disclosed | Not disclosed |
- this allocator codes 15 50 $152,318 PY2024
- Morgan Stanley - Graystone codes 27 51 $75,000 PY2024
- TCW Asset Management Company LLC codes 28 51 68 $62,522 PY2024
+74 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 started2025-06-30source
- Holding in a pooled vehicle ended2025-06-30source
- Manager relationship ended2023-12-31source
+2 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
+15 connections on the graph
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