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 408 Pension Plan
Taft-Hartley planUnion, NJ
Assets
$108M
Total assets, Dec 31, 2024 reported
Funded
7.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Trustees of Teamsters Local 408 Pension and Welfare Funds
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 15.1%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 28.6%
- U.S. Government securities 18.5%
- Registered investment companies 33.2%
- Common stock 3.0%
Consultants and advisers
5 firms
- Oppenheimer & Co., Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bank of America Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Comerica Bank & Trust Custodianthrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 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)
- Blackrock Institutional Trust Co,naplan years 2023
- Janney Montgomery Scott LLCplan years 2022
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
$322,514 (2023-12) · $225,161 (2022-12)
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 Dec 31, 2024 | 982 | n/a | n/a | n/a | $108M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,029 | n/a | n/a | n/a | $104M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,013 | n/a | n/a | n/a | $93.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Janney Montgomery Scott, LLC codes 28 51 $194,512 PY2024
- The Segal Company codes 11 17 $187,265 PY2024
- Oppenheimer & Co., Inc. codes 27 28 51 $108,041 PY2024
- Mspc codes 10 50 $79,882 PY2024
- Blackrock Instutional Trust Co. codes 28 51 $66,988 PY2024
- Rosalind Tomeio codes 30 50 $47,255 PY2024
- Kimberly Romeo codes 30 50 $40,115 PY2024
- Comerica Bank & Trust, Na codes 19 50 $26,806 PY2024
- Zazzali, Fagella, Nowak, Kleinbaum codes 29 50 $18,715 PY2024
- JBM Computer Consultants, Inc. codes 15 50 $11,916 PY2024
- Segal codes 11 PY2024
- The Segal Company codes 11 50 $220,144 PY2023
- Janney Montgomery Scott LLC codes 28 51 $184,607 PY2023
- Oppenheimer & Co., Inc. codes 27 28 51 $89,264 PY2023
- Mspc codes 10 50 $56,140 PY2023
- Blackrock Instutional Trust Co. codes 28 51 $48,643 PY2023
- Comerica Bank & Trust, Na codes 19 50 $46,561 PY2023
- Rosalind Tomeio codes 30 50 $45,137 PY2023
- Kimberly Romeo codes 30 50 $37,992 PY2023
- JBM Computer Consultants, Inc. codes 15 50 $25,691 PY2023
- Zazzali, Fagella, Nowak, Kleinbaum codes 29 50 $23,557 PY2023
- Segal codes 11 PY2023
- The Segal Company codes 11 50 $161,110 PY2022
- Janney Montgomery Scott LLC codes 28 51 $140,212 PY2022
- Mspc codes 10 50 $70,102 PY2022
- Oppenheimer & Co., Inc. codes 27 28 51 $49,149 PY2022
- Rosalind Tomeio codes 30 50 $46,516 PY2022
- JBM Computer Consultants, Inc. codes 15 50 $32,711 PY2022
- Kimberly Romeo codes 30 50 $30,576 PY2022
- Zazzali, Fagella, Nowak, Kleinbaum codes 29 50 $19,731 PY2022
- Comerica Bank & Trust, Na codes 19 50 $17,048 PY2022
- Bank of America codes 19 50 $7,302 PY2022
- Segal codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceThe Segal Company appears on Teamsters Local 408 Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Jan 1, 2024Funded status changedTeamsters Local 408 Pension Plan funded ratio 4.9% -> 7.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTeamsters Local 408 Pension Plan plan assets $5M -> $9M (+69.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedBlackrock Instutional Trust Co. appears on Teamsters Local 408 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
- Dec 31, 2023Assets changedTeamsters Local 408 Pension Plan total assets $93M -> $104M (+11.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTeamsters Local 408 Pension Plan funded ratio 1.1% -> 4.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeamsters Local 408 Pension Plan plan assets $1M -> $5M (+326.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226172437-001
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.