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

Seiu Affiliates Officers and Employees Pension Plan

Taft-Hartley planWashington, DC
Assets
$1.6B
Total assets, Dec 31, 2024 reported
Funded
103.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: BD of Trustees Seiu Affiliates Officers and Employees Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.9%
  • Master trust investment accounts 98.7%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
13 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
27 readings
Total assets
$1.6B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.3B (2022-12)
Plan assets
$1.5B Jan 1, 2024 reported Form 5500
$1.3B (2023-01) · $1.5B (2022-01)
Net assets
$1.6B Dec 31, 2024 reported Form 5500
$1.5B (2023-12) · $1.3B (2022-12)
Funded ratio
103.9% Jan 1, 2024 reported Form 5500
106.4% (2023-01) · 109.9% (2022-01)
Participants
17,199 Jan 1, 2024 reported Form 5500
16,679 (2023-01) · 19,859 (2022-01)
Contributions
$84.0M Dec 31, 2024 reported Form 5500
$75.5M (2023-12) · $68.8M (2022-12)
Benefits paid
$79.5M Dec 31, 2024 reported Form 5500
$73.3M (2023-12) · $74.5M (2022-12)
Net investment income
$174M Dec 31, 2024 reported Form 5500
$160M (2023-12) · $-188M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202417,199n/an/an/a$1.6Bn/a$1.6Bn/a
2023 to Dec 31, 202316,679n/an/an/a$1.5Bn/a$1.4Bn/a
2022 to Dec 31, 202219,859n/an/an/a$1.3Bn/a$1.3Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Consultant changedinference
    Edelman Consulting LLC appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Edelman Consulting LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Congress Asset Management no longer appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Congress Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Loop Capital Asset Management appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loop Capital Markets LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Seiu Affiliates Officers and Employees Pension Plan total assets $1.5B -> $1.6B (+11.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Seiu Affiliates Officers and Employees Pension Plan funded ratio 106.4% -> 103.9% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Seiu Affiliates Officers and Employees Pension Plan plan assets $1.3B -> $1.5B (+12.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    ASB Capital Management no longer appears on Seiu Affiliates Officers and Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with ASB Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Seiu Affiliates Officers and Employees Pension Plan total assets $1.3B -> $1.5B (+12.2%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Seiu Affiliates Officers and Employees Pension Plan funded ratio 109.9% -> 106.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Seiu Affiliates Officers and Employees Pension Plan plan assets $1.5B -> $1.3B (-12.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 520812348-001
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.