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
United Teamster Pension Fund a
Taft-Hartley planBrooklyn, NY
Assets
$343M
Total assets, Dec 31, 2024 reported
Funded
78.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of United Teamster Pension Fund a
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 1.1%
- Corporate debt instruments (preferred) 12.2%
- U.S. Government securities 7.3%
- Other investments 12.6%
- Common stock 61.7%
- Real estate (other than employer real property) 1.0%
Consultants and advisers
4 firms
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2022 Form 5500
- O'Sullivan & Associates Actuarythrough Dec 31, 2022 Form 5500
- Principal Custody Solutions Custodianthrough Dec 31, 2022 Form 5500
- O'Sullivan Associates Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Boyd Watterson Asset Managementplan years 2022
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
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 | 6,818 | n/a | n/a | n/a | $343M | n/a | n/a | $3.3M |
| 2023 to Dec 31, 2023 | 6,846 | n/a | n/a | n/a | $305M | n/a | n/a | $3.2M |
| 2022 to Dec 31, 2022 | 6,930 | n/a | n/a | n/a | $264M | n/a | n/a | $3.3M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Merrill Lynch codes 27 28 51 $1.3M PY2024
- United Teamster Fund codes 13 50 $488,000 PY2024
- Automatic Data Processing, Inc. codes 15 50 $103,030 PY2024
- O'Sullivan Associates codes 11 50 $88,800 PY2024
- Principal Custody Solutions codes 19 50 $82,636 PY2024
- PBI Research Services codes 49 50 $71,075 PY2024
- Bridgeway Benefit Technologies codes 15 50 $51,379 PY2024
- Boyd Watterson Asset Management codes 28 51 $42,000 PY2024
- Calibre CPA Group PLLC codes 10 50 $36,749 PY2024
- Madon Malin PC codes 29 50 $28,390 PY2024
- Dealy, Silberstein & Braverman LLP codes 29 50 $24,545 PY2024
- Cary Kane, PLLC codes 29 50 $23,600 PY2024
- Alliant Insurance Service, Inc. codes 53 PY2024
- O'Sullivan Associates codes 11 PY2024
- Merrill Lynch codes 27 28 51 $1.2M PY2023
- United Teamster Fund codes 13 50 $488,000 PY2023
- Automatic Data Processing, Inc. codes 15 50 $101,345 PY2023
- O'Sullivan Associates codes 11 50 $88,800 PY2023
- Principal Custody Solutions codes 19 50 $72,621 PY2023
- Bridgeway Benefit Technologies codes 15 50 $49,414 PY2023
- Cary Kane, PLLC codes 29 50 $43,600 PY2023
- Boyd Watterson Asset Management codes 28 51 $42,000 PY2023
- Calibre CPA Group PLLC codes 10 50 $33,400 PY2023
- Madon Malin PC codes 29 50 $29,367 PY2023
- Dealy, Silberstein & Braverman LLP codes 29 50 $17,086 PY2023
- Alliant Insurance Service, Inc. codes 53 PY2023
- O'Sullivan Associates codes 11 PY2023
- Merrill Lynch codes 27 28 51 $1.1M PY2022
- United Teamster Fund codes 13 50 $499,292 PY2022
- Automatic Data Processing codes 15 50 $86,642 PY2022
- O'Sullivan and Associates codes 11 50 $84,800 PY2022
- Principal Custody Solutions codes 19 50 $69,308 PY2022
- Boyd Watterson Asset Management codes 28 51 $42,000 PY2022
- Madon Malin PC codes 29 50 $37,978 PY2022
- Calibre CPA Group PLLC codes 10 50 $35,112 PY2022
- Innovative Software Solutions, Inc. codes 15 50 $32,173 PY2022
- Dealy, Silberstein & Braverman LLP codes 29 50 $18,572 PY2022
- Cary Kane, PLLC codes 29 50 $16,150 PY2022
- Alliant Insurance Service, Inc. codes 53 PY2022
- O'Sullivan Associates codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedUnited Teamster Pension Fund a total assets $305M -> $343M (+12.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedUnited Teamster Pension Fund a funded ratio 76.1% -> 78.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedUnited Teamster Pension Fund a plan assets $264M -> $305M (+15.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedUnited Teamster Pension Fund a total assets $264M -> $305M (+15.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedUnited Teamster Pension Fund a plan assets $310M -> $264M (-14.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135660513-002
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.