Teamsters Local 819 Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $50.8M in assets, for 1,857 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Teamsters Local 819 Pension Fund funded ratio 110.5% -> 108.4% (2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Broad Market 3000 Index Fu1 commitment
- Amalgamated Bank1 commitment
Relationship network
18 connected entities1 observed commitmentcommitments 2022
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 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
- Horizon Actuarial Services Actuarythrough Dec 31, 2024 Form 5500
- M&t Bank Custodianthrough Dec 31, 2022 Form 5500
- Savasta and Company Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Amalgamated Bank1 row, latest Dec 31, 2022
- F/m Investments LLCplan years 2024
- Boyd Watterson Asset Managementplan years 2023
- Ziegler Capital Management, LLCplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changedTeamsters Local 819 Pension Fund funded ratio 110.5% -> 108.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedTeamsters Local 819 Pension Fund plan assets $52M -> $44M (-16.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $13.3M 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 Dec 31, 2024 | 1,857 | Not disclosed | Not disclosed | n/a | $50.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,804 | Not disclosed | Not disclosed | n/a | $48.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,816 | Not disclosed | Not disclosed | n/a | $44.4M | Not disclosed | Not disclosed | Not disclosed |
- Savasta and Company Inc codes 11 13 $294,467 PY2024
- Weaver and Tidwell, L.L.P. codes 10 $92,933 PY2024
- Boston Trust & Investment Managemen codes 51 $41,438 PY2024
+28 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Total assets changed2023-01-01source on record
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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.