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

Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan

Taft-Hartley planSoutheastern, PA
Assets
$912,658
Total assets, Dec 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Newspaper and Magazine Employees Union and Philadelphia Publishers Pen
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 84.0%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
24 readings
Total assets
$912,658 Dec 31, 2025 reported Form 5500
$951,908 (2024-12) · $1.1M (2023-12) · $5.9M (2022-12)
Net assets
$257,558 Dec 31, 2025 reported Form 5500
$351,858 (2024-12) · $141,135 (2023-12) · $5.9M (2022-12)
Participants
442 Jan 1, 2025 reported Form 5500
456 (2024-01) · 489 (2023-01) · 505 (2022-01)
Benefits paid
$2.4M Dec 31, 2025 reported Form 5500
$2.6M (2024-12) · $5.6M (2023-12) · $7.3M (2022-12)
Net investment income
$-94,300 Dec 31, 2025 reported Form 5500
$210,723 (2024-12) · $-5.7M (2023-12) · $-8.8M (2022-12)
Investment management fees
$0 Dec 31, 2025 reported Form 5500
$717 (2024-12) · $40,033 (2023-12) · $37,478 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025442n/an/an/a$912,658n/an/an/a
2024 to Dec 31, 2024456n/an/an/a$951,908n/an/an/a
2023 to Dec 31, 2023489n/an/an/a$1.1Mn/an/an/a
2022 to Dec 31, 2022505n/an/an/a$5.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Phoenix Benefit Administrators LLC codes 13 15 50 $48,477 PY2025
  • The Mckeogh Company codes 11 50 $25,000 PY2025
  • Meranze, Katz & Gaudioso PC codes 29 50 $24,000 PY2025
  • Bacheler & Company PC codes 10 50 $14,083 PY2025
  • The Mckeogh Company codes 11 50 $120,175 PY2024
  • Phoenix Benefit Administrators LLC codes 13 15 50 $80,170 PY2024
  • Meranze, Katz & Gaudioso PC codes 29 50 $24,000 PY2024
  • Bacheler & Company PC codes 10 50 $14,396 PY2024
  • Phoenix Benefit Administrators LLC codes 13 15 50 $49,728 PY2023
  • RBC Wealth Management codes 28 51 $35,000 PY2023
  • The Mckeogh Company codes 11 50 $25,000 PY2023
  • Meranze, Katz & Gaudioso PC codes 29 50 $24,100 PY2023
  • Bacheler & Company PC codes 10 50 $15,500 PY2023
  • Amalgamated Bank codes 18 50 $5,033 PY2023
  • Phoenix Benefit Administrators LLC codes 13 50 $53,672 PY2022
  • The Mckeogh Company codes 11 50 $40,000 PY2022
  • RBC Wealth Management codes 28 51 $35,000 PY2022
  • Meranze Katz & Gaudioso PC codes 29 50 $24,000 PY2022
  • Bacheler & Company PC codes 10 50 $15,180 PY2022
  • Longview Core Bond Index Fund Sched. D C PY2022
  • Longview Totalmarket 1500 Index Fun Sched. D C PY2022
What changed
3 events
  • Dec 31, 2024Manager relationship endedinference
    RBC Wealth Management no longer appears on Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with RBC Wealth Managementaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan total assets $1M -> $951,908 (-12.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan total assets $6M -> $1M (-81.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236626973-001
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.