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

Teamsters Local 819 Pension Fund

Taft-Hartley planNEW York, NY
Assets
$50.8M
Total assets, Dec 31, 2024 reported
Funded
108.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
1 managers on Schedule C
Plan sponsor: Teamsters Local 819 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Non-interest-bearing cash 0.7%
  • Corporate debt instruments (other) 12.3%
  • U.S. Government securities 21.5%
  • Registered investment companies 52.4%
  • Common stock 11.0%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$13.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$50.8M Dec 31, 2024 reported Form 5500
$48.1M (2023-12) · $44.4M (2022-12)
Plan assets
$47.5M Jan 1, 2024 reported Form 5500
$43.8M (2023-01) · $52.4M (2022-01)
Net assets
$50.5M Dec 31, 2024 reported Form 5500
$47.9M (2023-12) · $44.2M (2022-12)
Funded ratio
108.4% Jan 1, 2024 reported Form 5500
110.5% (2023-01) · 110.3% (2022-01)
Participants
1,857 Jan 1, 2024 reported Form 5500
1,804 (2023-01) · 1,816 (2022-01)
Contributions
$1.3M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.3M (2022-12)
Benefits paid
$2.7M Dec 31, 2024 reported Form 5500
$2.5M (2023-12) · $2.5M (2022-12)
Net investment income
$2.6M Dec 31, 2024 reported Form 5500
$3.7M (2023-12) · $-8.7M (2022-12)
Investment management fees
$100,033 Dec 31, 2024 reported Form 5500
$89,832 (2023-12) · $88,435 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,857n/an/an/a$50.8Mn/an/an/a
2023 to Dec 31, 20231,804n/an/an/a$48.1Mn/an/an/a
2022 to Dec 31, 20221,816n/an/an/a$44.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Jan 1, 2024Funded status changed
    Teamsters Local 819 Pension Fund funded ratio 110.5% -> 108.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Teamsters Local 819 Pension Fund plan assets $52M -> $44M (-16.4%, 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 132578837-001
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.