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

Local 810 Affliated Pension Plan

Taft-Hartley planLong Island City, NY
Assets
$33.6M
Total assets, Dec 31, 2024 reported
Funded
27.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
1 managers on Schedule C
Plan sponsor: Board of Trustees of Local 810 Affiliated Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.5%
  • Non-interest-bearing cash 4.1%
  • Partnership/joint venture interests 50.6%
  • Common/collective trusts 17.6%
  • Common stock 26.2%
Consultants and advisers
7 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Equity Index Fundcollective trustWilmington Trust Collective InvestmentPublic equity$9.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$33.6M Dec 31, 2024 reported Form 5500
$39.8M (2023-12) · $46.2M (2022-12)
Plan assets
$39.6M Jan 1, 2024 reported Form 5500
$45.9M (2023-01) · $62.7M (2022-01)
Net assets
$33.2M Dec 31, 2024 reported Form 5500
$39.6M (2023-12) · $45.9M (2022-12)
Funded ratio
27.5% Jan 1, 2024 reported Form 5500
31.5% (2023-01) · 39.7% (2022-01)
Participants
1,413 Jan 1, 2024 reported Form 5500
1,437 (2023-01) · 1,481 (2022-01)
Contributions
$1.1M Dec 31, 2024 reported Form 5500
$953,376 (2023-12) · $856,857 (2022-12)
Benefits paid
$10.7M Dec 31, 2024 reported Form 5500
$10.8M (2023-12) · $10.3M (2022-12)
Net investment income
$-6.4M Dec 31, 2024 reported Form 5500
$-6.3M (2023-12) · $-17.8M (2022-12)
Investment management fees
$245,151 Dec 31, 2024 reported Form 5500
$255,254 (2023-12) · $287,147 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,413n/an/an/a$33.6M$17.0Mn/an/a
2023 to Dec 31, 20231,437n/an/an/a$39.8M$13.7Mn/an/a
2022 to Dec 31, 20221,481n/an/an/a$46.2M$15.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
10 events
  • Dec 31, 2024Manager relationship started
    Ullico Investment Advisors Inc appears on Local 810 Affliated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullico Investment Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2024Assets changed
    Local 810 Affliated Pension Plan total assets $40M -> $34M (-15.5%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Local 810 Affliated Pension Plan funded ratio 31.5% -> 27.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Local 810 Affliated Pension Plan plan assets $46M -> $40M (-13.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Local 810 Affliated Pension Plan no longer reports Blackrock Equity Index Fund (last held $9M at 2022-12-31; absent from the 2023-12-31 filing)
    with Blackrock Equity Index Fundaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Local 810 Affliated Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $8M at 2023-12-31
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    M&t Bank no longer appears on Local 810 Affliated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with M&t Bankaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Local 810 Affliated Pension Plan total assets $46M -> $40M (-13.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Local 810 Affliated Pension Plan funded ratio 39.7% -> 31.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Local 810 Affliated Pension Plan plan assets $63M -> $46M (-26.8%, 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 116027518-001
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.