Teamsters Local 11 Pension Fund
Taft-Hartley plan, based in North Haledon, New Jersey, reporting $77.7M in assets, for 1,919 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Withum Smith & Brown, PC no longer appears on Teamsters Local 11 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 2 more commitments and 2 more dated events
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- Gw&k Small-Mid Cap Core Equity Cif3 commitments
- Wellington Cif II Quality Value Fnd2 commitments
- Wellington Trust Company, Na2 commitments
Relationship network
19 connected entities5 observed commitments4 repeat counterpartiescommitments 2022 to 2024
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 1.5%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 4.6%
- U.S. Government securities 14.5%
- Other investments 4.8%
- Common/collective trusts 4.9%
- Registered investment companies 43.2%
- Common stock 8.2%
- Real estate (other than employer real property) 11.0%
Consultants and advisers
- Marquette Associates Inc. General consultantthrough Dec 31, 2023 Form 5500
- JBM Computer Consultants General consultantthrough Dec 31, 2022 Form 5500
- Peirce Park Group General consultantthrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Wellington Trust Company, Na2 rows, latest Dec 31, 2023
- Bank of Americaplan years 2023
- Stacey Braun Associates, Inc.plan years 2022
What changed
- Dec 31, 2024Holding endedinferenceTeamsters Local 11 Pension Fund no longer reports Wellington Cif II Quality Value Fnd (Wellington Fd) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Wellington Trust Company, Naaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWithum Smith & Brown, PC no longer appears on Teamsters Local 11 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Withum Smith Brown PCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBank of America appears on Teamsters Local 11 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceWithum Smith & Brown, PC appears on Teamsters Local 11 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Withum Smith Brown PCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMarquette Associates appears on Teamsters Local 11 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Marquette Associates Inc.askebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Gw&k Small-Mid Cap Core Equity Cifcollective trust | Global Trust Company | Public equity | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Wellington Cif II Quality Value Fndcollective trust | Wellington Trust Company, Na | Pooled vehicles | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Gw&k Small-Mid Cap Core Equity Cifcollective trust | Global Trust Company | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 1,919 | Not disclosed | Not disclosed | n/a | $77.7M | Not disclosed | Not disclosed | $8.5M |
| 2023 to Dec 31, 2023 | 2,112 | Not disclosed | Not disclosed | n/a | $75.2M | Not disclosed | Not disclosed | $8.5M |
| 2022 to Dec 31, 2022 | 2,012 | Not disclosed | Not disclosed | n/a | $70.5M | Not disclosed | Not disclosed | $8.7M |
- Marquette Associates codes 16 27 50 51 $90,000 PY2024
- Stacey Braun Assoc Inc codes 28 51 $79,624 PY2024
- Chicago Benefit Consultants codes 11 50 $76,693 PY2024
+31 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
Teamsters Local 11 Pension Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship started2023-12-31source on record
+4 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
+10 connections on the graph
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