Teamsters Local No. 35 Pension Plan
Taft-Hartley plan, based in Trenton, New Jersey, reporting $51.3M in assets, for 1,962 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2025, Teamsters Local No. 35 Pension Plan funded ratio 100.5% -> 97.9% (2024-01-01 to 2025-01-01).
6 more advisers
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- Wtc-Ctf Emerging Markets Research E1 commitment
- Wellington Trust Company1 commitment
Relationship network
22 connected entities1 observed commitmentcommitments 2022
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 0.5%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 1.0%
- U.S. Government securities 22.6%
- Partnership/joint venture interests 15.5%
- Registered investment companies 59.2%
Consultants and advisers
- Haefele, Flanagan and Co. General consultantthrough Dec 31, 2025 Form 5500
- Dahab Associates Investment adviser (plan)through Dec 31, 2025 Form 5500
- East Point Data General consultantthrough Dec 31, 2025 Form 5500
+6 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
- Wellington Trust Company1 row, latest Dec 31, 2022
- American Realty Advisorsplan years 2025
- Garcia Hamiltonplan years 2025
- Hamilton Lane Private Offshore Fundplan years 2025
+2 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
- Jan 1, 2025Funded status changedTeamsters Local No. 35 Pension Plan funded ratio 100.5% -> 97.9% (2024-01-01 to 2025-01-01)
- Jan 1, 2023Funded status changedTeamsters Local No. 35 Pension Plan funded ratio 103.3% -> 100.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedTeamsters Local No. 35 Pension Plan plan assets $55M -> $45M (-18.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Wtc-Ctf Emerging Markets Research Ecollective trust | Wellington Trust Company | Public equity | $3.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 1,962 | Not disclosed | Not disclosed | n/a | $51.3M | $8.0M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 2,004 | Not disclosed | Not disclosed | n/a | $48.5M | $16.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,906 | Not disclosed | Not disclosed | n/a | $47.3M | $15.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,913 | Not disclosed | Not disclosed | n/a | $44.9M | $16.3M | Not disclosed | Not disclosed |
- Fabian & Byrn, LLC codes 12 13 50 $129,936 PY2025
- RAE Group, LLC codes 11 12 13 50 $64,885 PY2025
- JFL Int'l Equity Fund codes 52 $64,794 PY2025
+60 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
Teamsters Local No. 35 Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2025-01-01source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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
+16 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.