Local 1931 Pension Fund
Taft-Hartley plan, based in Valley Stream, New York, reporting $29.4M in assets, for 1,514 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Quan-Vest Consultants Inc appears on Local 1931 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
1 more adviser, 3 more commitments and 2 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prudential Core Plus Bond Fund3 commitments
- Longview Core Plus Fixed Income3 commitments
- Prudential Trust Co.3 commitments
- Amalgamated Bank3 commitments
Relationship network
22 connected entities6 observed commitments5 repeat counterpartiescommitments 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 1.0%
- 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
- 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
+1 more consultant or adviser 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 Trust Co.3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Amalgamated Bankplan years
- Atalanta Sosnoff Capitalplan years 2024
- Prudential Trust Co.plan years 2024
+1 more Schedule C manager
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, 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
+2 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 | 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 |
+3 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 | 1,514 | Not disclosed | Not disclosed | n/a | $29.4M | $2.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,514 | Not disclosed | Not disclosed | n/a | $27.1M | Not disclosed | Not disclosed | $2.5M |
| 2022 to Dec 31, 2022 | 886 | Not disclosed | Not disclosed | n/a | $25.0M | Not disclosed | Not disclosed | $3.0M |
- 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
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 1931 Pension Fund sits on 2 traced paths of capital across the graphs.
DFX traced 2 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.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+4 more changes on this record's ledger
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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
+9 connections on the graph
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