Local 917 Pension Fund
Taft-Hartley plan, based in Floral Park, New York, reporting $27.8M in assets, for 1,383 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Nov 1, 2024, Local 917 Pension Fund funded ratio 24.5% -> 31.8% (2023-11-01 to 2024-11-01).
1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective S&p 500 Index Fund3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
10 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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 5.1%
- Corporate debt instruments (preferred) 57.6%
- U.S. Government securities 0.6%
- Common/collective trusts 7.9%
- Registered investment companies 27.8%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.3 rows, latest Oct 31, 2025
- Loomis Saylesplan years 2024
- Northern Trust Co.plan years 2023
What changed
- Nov 1, 2024Funded status changedLocal 917 Pension Fund funded ratio 24.5% -> 31.8% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedLocal 917 Pension Fund plan assets $7M -> $8M (+24.8%, 2023-11-01 to 2024-11-01)
- Dec 31, 2023Manager relationship startedLoomis, Sayles and Company appears on Local 917 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNorthern Trust Corporation no longer appears on Local 917 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Northern Trust Co.askebsa.dol.gov
- Nov 1, 2023Funded status changedLocal 917 Pension Fund funded ratio 36.3% -> 24.5% (2022-11-01 to 2023-11-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | NT Collective S&p 500 Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $349,829 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 Oct 31, 2025 | 1,383 | Not disclosed | Not disclosed | n/a | $27.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,559 | Not disclosed | Not disclosed | n/a | $27.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,606 | Not disclosed | Not disclosed | n/a | $28.7M | Not disclosed | Not disclosed | Not disclosed |
- First Actuarial Consulting, Inc. codes 11 17 50 $50,333 PY2024
- Loomis, Sayles and Company codes 28 51 $48,200 PY2024
- Segal Marco Advisors codes 27 50 $40,000 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 917 Pension 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.
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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 changed2024-11-01source on record
- Total assets changed2024-11-01source on record
- Manager relationship ended2023-12-31source on record
+3 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
+5 connections on the graph
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