This allocator's name and 1 more adviser

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Taft-Hartley plan in New York

Taft-Hartley plan· White Plains, New York

Taft-Hartley plan, based in White Plains, New York, reporting $91.6M in assets, for 609 participants.

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

Assets
$91.6M
Funded ratio
141.1%
Open searchesAllocation policy
As of · 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 2024, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$91.6M
Total assets, Dec 31, 2024 reported
Funded
141.1%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.3%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 6.5%
  • U.S. Government securities 24.4%
  • Common stock 62.7%
Consultants and advisers
4 firms

+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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People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on Schedule C
From Schedule C (investment management, code 28)
What changed
3 events
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
30 readings
Total assets
$91.6M Dec 31, 2024 reported Form 5500
$87.5M (2023-12) · $79.8M (2022-12)
Plan assets
$87.4M Jan 1, 2024 reported Form 5500
$79.7M (2023-01) · $91.9M (2022-01)
Net assets
$91.5M Dec 31, 2024 reported Form 5500
$87.4M (2023-12) · $79.7M (2022-12)
Funded ratio
141.1% Jan 1, 2024 reported Form 5500
136.8% (2023-01) · 134.2% (2022-01)
Participants
609 Jan 1, 2024 reported Form 5500
598 (2023-01) · 566 (2022-01)
Contributions
$1.6M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.5M (2022-12)
Benefits paid
$3.5M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.1M (2022-12)
Net investment income
$4.1M Dec 31, 2024 reported Form 5500
$7.7M (2023-12) · -$12.2M (2022-12)
Investment management fees
$379,715 Dec 31, 2024 reported Form 5500
$349,883 (2023-12) · $339,142 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024609Not disclosedNot disclosedn/a$91.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023598Not disclosedNot disclosedn/a$87.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022566Not disclosedNot disclosedn/a$79.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+15 more service providers

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

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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, managers.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • 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

+6 connections on the graph

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