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 Joint Council No. 16 Pension Fund

Taft-Hartley planNEW York, NY
Assets
$43.6M
Total assets, Dec 31, 2024 reported
Funded
94.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of Teamsters Joint Council No. 16 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Non-interest-bearing cash 5.3%
  • Corporate debt instruments (preferred) 6.9%
  • U.S. Government securities 28.2%
  • Common stock 55.6%
Consultants and advisers
4 firms
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)
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
Total assets
$43.6M Dec 31, 2024 reported Form 5500
$39.1M (2023-12) · $35.7M (2022-12)
Plan assets
$39.0M Jan 1, 2024 reported Form 5500
$35.6M (2023-01) · $44.3M (2022-01)
Net assets
$43.5M Dec 31, 2024 reported Form 5500
$39.0M (2023-12) · $35.6M (2022-12)
Funded ratio
94.3% Jan 1, 2024 reported Form 5500
94.9% (2023-01) · 99.4% (2022-01)
Participants
972 Jan 1, 2024 reported Form 5500
983 (2023-01) · 979 (2022-01)
Contributions
$2.6M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $1.5M (2022-12)
Benefits paid
$3.5M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · $3.3M (2022-12)
Net investment income
$4.5M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · $-8.8M (2022-12)
Investment management fees
$214,941 Dec 31, 2024 reported Form 5500
$183,774 (2023-12) · $196,375 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024972n/an/an/a$43.6Mn/an/an/a
2023 to Dec 31, 2023983n/an/an/a$39.1Mn/an/an/a
2022 to Dec 31, 2022979n/an/an/a$35.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Assets changed
    Teamsters Joint Council No. 16 Pension Fund total assets $39M -> $44M (+11.6%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Teamsters Joint Council No. 16 Pension Fund funded ratio 99.4% -> 94.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Teamsters Joint Council No. 16 Pension Fund plan assets $44M -> $36M (-19.8%, 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 135505746-002
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.