This allocator's name, 2 more advisers, 3 more managers, 18 more commitments and 2 more dated events
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Taft-Hartley plan in New York
Taft-Hartley plan, based in White Plains, New York, reporting $450M in assets, for 61,004 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $450M
- Funded ratio
- 106.6%
- Fund commitments
- 7
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Common Goods Technologies Consultin.
Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Core Plus Bond Fund3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Bnym Mellon Afl-Cio Sl Mid Cap3 commitments
- BNY Mellon6 commitments
- Prudential Trust Co.3 commitments
- Eaton Vance Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 1.0%
- Other investments 0.1%
- Common/collective trusts 82.1%
- Registered investment companies 10.5%
- Real estate (other than employer real property) 4.2%
- Common Goods Technologies Consultin General consultantthrough Dec 31, 2023 Form 5500
- KDG Development Strategies, LLC General consultantthrough Dec 31, 2022 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
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- BNY Mellon6 rows, latest Dec 31, 2024
- Prudential Trust Co.3 rows, latest Dec 31, 2024
- Eaton Vance Trust Company3 rows, latest Dec 31, 2024
+3 more managers received commitments
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- Schroderplan years
- Loomis Sayles Trust Companyplan years 2022
- Prudential Trust Co.plan years 2022
+3 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 Common Goods Technologies Consultinaskebsa.dol.gov
- Dec 31, 2024Assets changed$101Maskebsa.dol.gov
- Jan 1, 2024Funded status changeddown 7 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$87.3Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Common Goods Technologies Consultinaskebsa.dol.gov
+2 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 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $35.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $114M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Mid Capcollective trust | BNY Mellon | Pooled vehicles | $46.7M held | Disclosed holding | askebsa.dol.gov |
+18 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 | 61,004 | Not disclosed | Not disclosed | n/a | $450M | Not disclosed | Not disclosed | $18.8M |
| 2023 to Dec 31, 2023 | 59,588 | Not disclosed | Not disclosed | n/a | $349M | Not disclosed | Not disclosed | $19.9M |
| 2022 to Dec 31, 2022 | 57,876 | Not disclosed | Not disclosed | n/a | $262M | Not disclosed | Not disclosed | $23.7M |
- Amalgamated Employee Benefits Admin codes 13 50 $2.6M PY2024
- Aligraphics, a Division of Aeba codes 49 50 $269,999 PY2024
- International Real Estate Corporati codes 51 $251,318 PY2024
+78 more service providers
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Provenance
This record sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Funded status changed2024-01-01source
- Consultant changed2023-12-31source
+4 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
+12 connections on the graph
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