DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Unitehere Northwest Pension Trust Fund
Taft-Hartley planSeattle, WA
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
93.5%
Jun 1, 2023
Private markets target
n/a
policy May 31, 2023
Commitments
2
none on the tape
Plan sponsor: Board of Trustees, Unitehere Northwest Pension Trust Fund
Allocation policy
Form 5500, as of May 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Common/collective trusts 6.1%
- Registered investment companies 90.7%
Consultants and advisers
4 firms
- RBC Wealth Management Investment adviser (plan)through May 31, 2023 Form 5500
- Cheiron Actuarythrough May 31, 2023 Form 5500
- US Bank Custodianthrough May 31, 2023 Form 5500
- Bank of America Custodianthrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- NEW Tower Trust Company1 rows, latest May 31, 2023
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $6.9M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $2,037 held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 8,685 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 8,437 | n/a | n/a | n/a | $114M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northwest Administrations, Inc codes 12 13 36 50 $246,777 PY2023
- Cheiron, Inc codes 11 50 $74,017 PY2023
- Withumsmith+brown, PC codes 10 50 $38,140 PY2023
- Weinberg, Roger & Rosenfeld codes 29 50 $26,807 PY2023
- US Bank N.A. codes 19 50 62 $25,150 PY2023
- RBC Wealth Management codes 27 50 $25,000 PY2023
- Bank of America N.A. codes 18 50 $14,941 PY2023
- Service Printing Co., Inc. codes 36 50 $10,289 PY2023
- Longview Ultra Constr. Loan Inv. Fd Sched. D C PY2023
- Multi-Employer Property Trust Sched. D C PY2023
- Cheiron, Inc. codes 11 PY2023
- Northwest Administrations, Inc codes 12 13 36 50 $393,556 PY2022
- Cheiron, Inc codes 11 50 $159,088 PY2022
- RBC Wealth Management codes 27 50 $50,000 PY2022
- Withumsmith+brown, PC codes 10 50 $49,177 PY2022
- Weinberg, Roger, and Rosenfeld codes 29 50 $45,673 PY2022
- US Bank N.A. codes 19 50 62 $33,503 PY2022
- Bank of America N.A. codes 18 50 $25,808 PY2022
- Multi-Employer Property Trust Sched. D C $6.9M PY2022
- Longview Ultra Constr. Loan Inv. Fd Sched. D C $2,037 PY2022
- Cheiron, Inc. codes 11 PY2022
What changed
1 events
- Dec 31, 2023Assets changedUnitehere Northwest Pension Trust Fund total assets $114M -> $0 (-100.0%, 2023-05-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916145131-001
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.