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 1931 Pension Fund
Taft-Hartley planValley Stream, NY
Assets
$29.4M
Total assets, Dec 31, 2024 reported
Funded
124.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
3 managers on Schedule C
Plan sponsor: Board of Trustees of Local 1931 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.0%
- Non-interest-bearing cash 0.2%
- Insurance company general account 10.4%
- Partnership/joint venture interests 8.1%
- Common/collective trusts 19.0%
- Registered investment companies 29.0%
- Common stock 22.0%
Consultants and advisers
4 firms
- Quan Vest Consultants Investment adviser (plan)through Dec 31, 2024 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2024 Form 5500
- Dickinson Group, LLC Actuarythrough Dec 31, 2022 Form 5500
- Summit A.S. LLC Obo Dickinson Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Trust Co.3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Atalanta Sosnoff Capitalplan years 2024
- Prudential Trust Co.plan years 2024
- Intercontinental Real Estate Investplan years 2024
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Core Plus Fixed Incomecollective trust | Amalgamated Bank | Fixed income | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Longview Core Plus Fixed Incomecollective trust | Amalgamated Bank | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Core Plus Bond Fundcollective trust | Prudential Trust Co. | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Longview Core Plus Fixed Incomecollective trust | Amalgamated Bank | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$99,214 (2023-12) · $79,609 (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 | 1,514 | n/a | n/a | n/a | $29.4M | $2.4M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,514 | n/a | n/a | n/a | $27.1M | n/a | n/a | $2.5M |
| 2022 to Dec 31, 2022 | 886 | n/a | n/a | n/a | $25.0M | n/a | n/a | $3.0M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Eastern States Joint Board codes 49 50 $116,842 PY2024
- Mccarthy and Preece codes 29 50 $36,000 PY2024
- Intercontinental Real Estate Corp codes 28 51 $26,162 PY2024
- Quan-Vest Consultants Inc codes 27 50 $25,992 PY2024
- Weaver & Tidwell LLP codes 10 50 $25,563 PY2024
- ADP, Inc. codes 15 50 $23,131 PY2024
- Dickinson Group LLC codes 11 50 $20,750 PY2024
- Atalanta Sosnoff Capital, LLC codes 28 51 $19,891 PY2024
- Empower Annuity Ins Co of America codes 50 64 $12,894 PY2024
- Amalgamated Bank codes 19 28 50 51 $9,261 PY2024
- Lawrence Fisher PC codes 10 50 $6,500 PY2024
- Prudential Trust Co codes 28 51 $5,819 PY2024
- Prudential Core Plus Bond Fund Sched. D C $2.8M PY2024
- Longview Core Plus Fixed Income Sched. D C $2.8M PY2024
- Summit A.S. LLC Obo Dickinson Group codes 11 PY2024
- Mccarthy and Preece codes 29 $36,000 PY2023
- Eastern States Joint Board codes 49 $27,901 PY2023
- Dickinson Group LLC codes 11 $26,975 PY2023
- Empower Annuity Ins Co of America codes 64 $15,336 PY2023
- Joseph Giovinco codes 14 $12,230 PY2023
- Prudential Core Plus Bond Fund Sched. D C $1.6M PY2023
- Longview Core Plus Fixed Income Sched. D C $1.9M PY2023
- Summit A.S. LLC Obo Dickinson Group codes 11 PY2023
- Bryan Mccarthy Esq codes 29 $36,000 PY2022
- Eastern States Joint Board codes 49 $33,349 PY2022
- Dickinson Group LLC codes 11 $27,900 PY2022
- Costarothbort LLC codes 10 $25,500 PY2022
- Prudential Core Plus Bond Fund Sched. D C $1.5M PY2022
- Longview Core Plus Fixed Income Sched. D C $1.5M PY2022
- Summit A.S. LLC Obo Dickinson Group codes 11 PY2022
What changed
7 events
- Dec 31, 2024Manager relationship startedIntercontinental Real Estate Corp appears on Local 1931 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Intercontinental Real Estate Investaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAmalgamated Bank appears on Local 1931 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedAtalanta Sosnoff Capital, LLC appears on Local 1931 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Atalanta Sosnoff Capitalaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrudential Trust Co appears on Local 1931 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceQuan-Vest Consultants Inc appears on Local 1931 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Quan Vest Consultantsaskebsa.dol.gov
- Jan 1, 2024Funded status changedLocal 1931 Pension Fund funded ratio 133.7% -> 124.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedLocal 1931 Pension Fund plan assets $29M -> $25M (-14.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116169861-001
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.