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This allocator's name and 2 more advisers

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Taft-Hartley plan in New York

Taft-Hartley plan· Elmsford, New York

Taft-Hartley plan, based in Elmsford, New York, reporting $111M in assets, for 1,556 participants.

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

As of 2023-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $111M
Funded ratio: 99.2%
Managers: 4

Open searches Allocation policy Consultants

Managers

As of 2023-01-01 · 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 2023, Total assets changed.

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

Taft-Hartley plan

Assets

$111M

Total assets, Dec 31, 2025 reported

Funded

99.2%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

4 managers on Schedule C

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.7%
Corporate debt instruments (preferred) 9.3%
U.S. Government securities 24.5%
Other loans 0.4%
Partnership/joint venture interests 4.4%
Common stock 57.4%

Consultants and advisers

5 firms

Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2025 Form 5500
International Real Estate Corporati Custodianthrough Dec 31, 2025 Form 5500
The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2025 Form 5500

+2 more consultants and advisers advise this allocator

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

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

People

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

Manager roster

4 managers on Schedule C

From Schedule C (investment management, code 28)

Stacey Braun Associates, Inc.plan years 2025
The Boston Companyplan years 2025
Lazard Asset Management LLCplan years 2025

+1 more Schedule C manager

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

1 event

Jan 1, 2023Assets changed
down $23.9Maskebsa.dol.gov

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

40 readings

Total assets

$111M Dec 31, 2025 reported Form 5500

$104M (2024-12) · $96.8M (2023-12) · $88.5M (2022-12)

Plan assets

$103M Jan 1, 2025 reported Form 5500

$96.3M (2024-01) · $87.9M (2023-01) · $112M (2022-01)

Net assets

$111M Dec 31, 2025 reported Form 5500

$103M (2024-12) · $96.3M (2023-12) · $87.9M (2022-12)

Funded ratio

99.2% Jan 1, 2025 reported Form 5500

97.8% (2024-01) · 97.0% (2023-01) · 96.5% (2022-01)

Participants

1,556 Jan 1, 2025 reported Form 5500

1,582 (2024-01) · 1,437 (2023-01) · 1,473 (2022-01)

Contributions

$4.7M Dec 31, 2025 reported Form 5500

$4.9M (2024-12) · $5.0M (2023-12) · $4.0M (2022-12)

Benefits paid

$8.9M Dec 31, 2025 reported Form 5500

$10.0M (2024-12) · $9.1M (2023-12) · $9.1M (2022-12)

Net investment income

$7.0M Dec 31, 2025 reported Form 5500

$7.2M (2024-12) · $8.4M (2023-12) · -$23.9M (2022-12)

Investment management fees

$502,198 Dec 31, 2025 reported Form 5500

$501,648 (2024-12) · $413,030 (2023-12) · $472,685 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	1,556	Not disclosed	Not disclosed	n/a	$111M	$4.8M	Not disclosed	Not disclosed
2024 to Dec 31, 2024	1,582	Not disclosed	Not disclosed	n/a	$104M	$3.8M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	1,437	Not disclosed	Not disclosed	n/a	$96.8M	$4.0M	Not disclosed	Not disclosed
2022 to Dec 31, 2022	1,473	Not disclosed	Not disclosed	n/a	$88.5M	$4.7M	Not disclosed	Not disclosed

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

Stacey Braun Associates, Inc. codes 28 51 $142,720 PY2025
Boston Partners Global Invest, Inc. codes 28 51 $95,145 PY2025
Marshall & Moss Admin Services codes 14 15 50 $75,221 PY2025

+54 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.

Not yet on record: fund commitments.

Record history

1 dated event on the change ledger, latest first

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

every published relationship on the graph

+11 connections on the graph

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