DFX Intelligence

Allocator Intelligence

Local 463 Pension Fund

Taft-Hartley plan· Melville, New York

Taft-Hartley plan, based in Melville, New York, reporting $90.6M in assets, for 1,090 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$90.6M
Funded ratio
118.7%
Fund commitments
7
Managers
7
View relationshipsAsk DFX about this allocator
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (7)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2024, Local 463 Pension Fund funded ratio 108.4% -> 118.7% (2023-01-01 to 2024-01-01).

3 more advisers, 4 more managers and 18 more commitments

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
Local 463 Pension Fund
Funds committed to
All 7
Managers
All 7

Relationship network

38 connected entities21 observed commitments15 repeat counterparties13 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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$90.6M
Total assets, Dec 31, 2024 reported
Funded
118.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
7
3 managers on Schedule C
Plan sponsor: Local 463 Pension Fund Board of Trustees

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.9%
  • Common/collective trusts 98.8%

Consultants and advisers

6 firms

+3 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

No investment staff or executives have been read for this allocator yet.

Manager roster

7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 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.

From Schedule C (investment management, code 28)

What changed

3 events
  • Jan 1, 2024Funded status changed
    Local 463 Pension Fund funded ratio 108.4% -> 118.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Local 463 Pension Fund funded ratio 138.1% -> 108.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Local 463 Pension Fund plan assets $103M -> $80M (-22.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

21 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Broad Market 3000 Index Fucollective trustAmalgamated BankPooled vehicles$13.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Emerging Markets Equity Fundcollective trustAberdeen Asset ManagementPublic equity$4.5M heldDisclosed holdingaskebsa.dol.gov

+18 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

30 readings
Total assets
$90.6M Dec 31, 2024 reported Form 5500
$87.4M (2023-12) · $80.1M (2022-12)
Plan assets
$87.2M Jan 1, 2024 reported Form 5500
$80.1M (2023-01) · $103M (2022-01)
Net assets
$90.4M Dec 31, 2024 reported Form 5500
$87.2M (2023-12) · $80.1M (2022-12)
Funded ratio
118.7% Jan 1, 2024 reported Form 5500
108.4% (2023-01) · 138.1% (2022-01)
Participants
1,090 Jan 1, 2024 reported Form 5500
1,148 (2023-01) · 1,164 (2022-01)
Contributions
$327,124 Dec 31, 2024 reported Form 5500
$342,198 (2023-12) · $363,265 (2022-12)
Benefits paid
$5.7M Dec 31, 2024 reported Form 5500
$5.5M (2023-12) · $5.2M (2022-12)
Net investment income
$3.2M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · -$23.1M (2022-12)
Investment management fees
$69,617 Dec 31, 2024 reported Form 5500
$181,950 (2023-12) · $183,898 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,090Not disclosedNot disclosedn/a$90.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,148Not disclosedNot disclosedn/a$87.4MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,164Not disclosedNot disclosedn/a$80.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+58 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

Identifiers: EIN-PN 111800729-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Local 463 Pension Fund sits on 15 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 15 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

3 dated events on the change ledger, latest event first
  • Funded status changed
    2024-01-01source on record
  • Funded status changed
    2023-01-01source on record
  • Total assets changed
    2023-01-01source on record

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

+10 connections on the graph

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