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
Inland Pension Fund
Taft-Hartley planRidgefield, NJ
Assets
$20.6M
Total assets, May 31, 2025 reported
Funded
96.5%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Inland Pension Fund
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.3%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 11.5%
- U.S. Government securities 13.0%
- Registered investment companies 58.6%
- Common stock 11.0%
Consultants and advisers
3 firms
- Segal Marco Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough May 31, 2025 Form 5500
- First Actuarial Consulting, LLC Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Segall Bryant & Hamill LLCplan years 2023
- Agincourtplan years 2023
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
30 readings
Investment management fees
$51,095 (2024-05) · $51,918 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 696 | n/a | n/a | n/a | $20.6M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 717 | n/a | n/a | n/a | $20.7M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 717 | n/a | n/a | n/a | $20.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Patricia Depascale codes 30 50 $80,343 PY2024
- Slevin & Hart, PC codes 29 50 $31,895 PY2024
- First Actuarial Consulting Team codes 11 50 $31,833 PY2024
- Mspc codes 10 50 $31,694 PY2024
- Segall, Bryant & Hamill codes 28 51 $22,014 PY2024
- Selig Management, Inc. codes 49 50 $20,843 PY2024
- Segal Advisors codes 27 51 $17,547 PY2024
- Agincourt Capital Management, LLC codes 28 51 $13,756 PY2024
- Anthony Sidoti codes 20 50 $12,000 PY2024
- Gerald Wesbecker codes 20 50 $12,000 PY2024
- William Distelcamp codes 20 30 50 $11,000 PY2024
- Amalgamated Bank codes 19 51 $5,604 PY2024
- First Actuarial Consulting, Inc. codes 11 PY2024
- Patricia Depascale codes 30 50 $86,916 PY2023
- First Actuarial Consulting Team codes 11 50 $33,496 PY2023
- Segal Advisors codes 27 51 $31,250 PY2023
- Slevin & Hart, PC codes 29 50 $28,371 PY2023
- Selig Management, Inc. codes 49 50 $21,417 PY2023
- Mspc codes 10 50 $13,726 PY2023
- Agincourt Capital Management, LLC codes 28 51 $13,267 PY2023
- Gerald Wesbecker codes 20 50 $12,000 PY2023
- Anthony Sidoti codes 20 50 $12,000 PY2023
- William Distelcamp codes 20 30 50 $7,000 PY2023
- Segall, Bryant & Hamill codes 28 51 $6,577 PY2023
- First Actuarial Consulting, Inc. codes 11 PY2023
- Mspc codes 10 50 $35,630 PY2022
- PAT Depascale codes 30 50 $30,811 PY2022
- Slevin & Hart, PC codes 29 50 $29,520 PY2022
- First Actuarial Consulting Team codes 11 50 $29,518 PY2022
- William Distelcamp codes 20 30 50 $29,307 PY2022
- Selig Management, Inc. codes 49 50 $20,632 PY2022
- Segal Advisors codes 27 51 $18,750 PY2022
- Segall, Bryant & Hamill codes 28 51 $15,655 PY2022
- Agincourt Capital Management, LLC codes 28 51 $12,820 PY2022
- Anthony Sidoti codes 20 50 $12,000 PY2022
- Gerald Wesbecker codes 20 50 $12,000 PY2022
- First Actuarial Consulting, Inc. codes 11 PY2022
What changed
2 events
- Jun 1, 2024Funded status changedInland Pension Fund funded ratio 101.1% -> 96.5% (2023-06-01 to 2024-06-01)
- Jun 1, 2023Funded status changedInland Pension Fund funded ratio 109.7% -> 101.1% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136068885-001
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.