Western Conference of Teamsters Pension Plan
Taft-Hartley plan, based in Seattle, Washington, reporting $56B in assets, for 634,861 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Western Conference of Teamsters Pension Plan no longer reports Privest Account (Prudential Insurance Company of Ame) (last held $947M at 2023-12-31; absent from the 2024-12-31 filing).
9 more advisers, 11 more managers, 53 more commitments and 23 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Prisa3 commitments
- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- EB Temporary Investment3 commitments
- Prudential Insurance Company of Ame17 commitments
- BNY Mellon12 commitments
- Ullico Investment Advisors3 commitments
Relationship network
306 connected entities56 observed commitments30 repeat counterparties35 dated commitments shown here, 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 1.6%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 47.0%
- U.S. Government securities 9.6%
- Insurance company general account 0.1%
- Other loans 0.0%
- Partnership/joint venture interests 25.8%
- 103-12 investment entities 0.4%
- Common/collective trusts 4.0%
- Pooled separate accounts 4.6%
- Registered investment companies 2.5%
- Common stock 0.1%
- Real estate (other than employer real property) 3.2%
Consultants and advisers
- North Pier Fiduciary Investment adviser (plan)through Dec 31, 2024 Form 5500
- Rick Porter Consulting Cochr of Exp Pension consultantGeneral consultantthrough Dec 31, 2023 Form 5500
- Chuck Mack & Assoc-Cochr Off Exp Pension consultantGeneral consultantthrough Dec 31, 2023 Form 5500
+9 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
- Prudential Insurance Company of Ame17 rows, latest Dec 31, 2024
- BNY Mellon12 rows, latest Dec 31, 2024
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
+11 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrock Insti. Trust Company, N.Aplan years
- Bridgewaterplan years
+160 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding endedinferenceWestern Conference of Teamsters Pension Plan no longer reports Privest Account (Prudential Insurance Company of Ame) (last held $947M at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Insurance Company of Ameaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWestern Conference of Teamsters Pension Plan no longer reports Invesco International Growth Trust (Invesco Trust Company) (last held $430M at 2023-12-31; absent from the 2024-12-31 filing)with Invesco Trust Companyaskebsa.dol.gov
- Dec 31, 2024Holding startedWestern Conference of Teamsters Pension Plan first reports an interest in Russell 3000 Index Non-Lendable Fun (Blackrock): $1.6B at 2024-12-31with Blackrockaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWestern Conference of Teamsters Pension Plan no longer reports Strategic Global Advisors Cit (last held $405M at 2023-12-31; absent from the 2024-12-31 filing)with Strategic Global Advisors Citaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceWestern Conference of Teamsters Pension Plan no longer reports Highvista Strategies Cit (last held $519M at 2023-12-31; absent from the 2024-12-31 filing)with Highvista Strategies Citaskebsa.dol.gov
+23 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 | Blackrock Msci Acwi Ex-Us Indexcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $486M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $958M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $35.8M held | Disclosed holding | askebsa.dol.gov |
+53 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 | 634,861 | Not disclosed | Not disclosed | n/a | $56B | $15B | Not disclosed | $1.8B |
| 2023 to Dec 31, 2023 | 627,383 | Not disclosed | Not disclosed | n/a | $57B | $16B | Not disclosed | $1.8B |
| 2022 to Dec 31, 2022 | 619,203 | Not disclosed | Not disclosed | n/a | $54B | $14B | Not disclosed | $1.9B |
- Northwest Administrators Inc codes 12 13 15 50 $86.3M PY2024
- Prudential Insurance Co codes 13 28 50 51 $32.5M PY2024
- Pgim Inc codes 28 51 $13.3M PY2024
+297 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
Western Conference of Teamsters Pension Plan sits on 41 traced paths of capital across the graphs.
DFX traced 41 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+25 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+180 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.