Teamsters Local 210 Affiliated Pension Trust Fund
Taft-Hartley plan, based in NEW York, New York, reporting $155M in assets, for 7,549 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Teamsters Local 210 Affiliated Pension Trust Fund funded ratio 62.6% -> 59.7% (2023-01-01 to 2024-01-01).
1 more adviser
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Principal U.S. Property Sa-Z3 commitments
- Principal3 commitments
Relationship network
20 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 7.2%
- U.S. Government securities 12.6%
- Pooled separate accounts 8.7%
- Registered investment companies 52.3%
- Common stock 15.0%
Consultants and advisers
- Investment Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- M&t Bank Custodianthrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 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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People
Manager roster
- Principal3 rows, latest Dec 31, 2024
- F/m Investments LLCplan years 2024
- Boyd Watterson Asset Managementplan years 2023
- Johnson Institutional Managementplan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changedTeamsters Local 210 Affiliated Pension Trust Fund funded ratio 62.6% -> 59.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceJohnson Investment Counsel, Inc. no longer appears on Teamsters Local 210 Affiliated Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Johnson Institutional Managementaskebsa.dol.gov
- Jan 1, 2023Funded status changedTeamsters Local 210 Affiliated Pension Trust Fund funded ratio 75.8% -> 62.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeamsters Local 210 Affiliated Pension Trust Fund plan assets $192M -> $161M (-16.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $13.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $20.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $24.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 7,549 | Not disclosed | Not disclosed | n/a | $155M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 7,588 | Not disclosed | Not disclosed | n/a | $157M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 7,687 | Not disclosed | Not disclosed | n/a | $162M | Not disclosed | Not disclosed | Not disclosed |
- Savasta and Company Inc codes 11 13 $944,100 PY2024
- Investment Consulting Services LLC codes 27 $125,000 PY2024
- Boston Trust & Investment Managemen codes 28 51 $47,226 PY2024
+35 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Teamsters Local 210 Affiliated Pension Trust Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Funded status changed2023-01-01source on record
+1 more change 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
+11 connections on the graph
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