Teamsters Union Local 293 Pension Plan
Taft-Hartley plan, based in Independence, Ohio, reporting $97.1M in assets, for 1,330 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
6 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.
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- Earnest Partners International Fund3 commitments
- Prime Property Fund3 commitments
- ASB Labor Equity Index Fund3 commitments
- Earnest Partners3 commitments
- AXA Equitable Life Ins Co3 commitments
- Chevy Chase Trust Company3 commitments
Relationship network
16 connected entities9 observed commitments6 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 4.5%
- Common/collective trusts 48.2%
- Registered investment companies 21.4%
Consultants and advisers
- Segal Actuarythrough Dec 31, 2022 Form 5500
- KEY Bank National Association Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Earnest Partners3 rows, latest Dec 31, 2024
- AXA Equitable Life Ins Co3 rows, latest Dec 31, 2024
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- Earnest Partnersplan years
- Independent Fiduciaryplan years 2022
- Boston Trust Walden Companyplan years 2022
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Earnest Partners International Fundcollective trust | Earnest Partners | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prime Property Fundcollective trust | AXA Equitable Life Ins Co | Real estate | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $33.7M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 1,330 | Not disclosed | Not disclosed | n/a | $97.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,351 | Not disclosed | Not disclosed | n/a | $93.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,380 | Not disclosed | Not disclosed | n/a | $90.3M | Not disclosed | Not disclosed | Not disclosed |
- Independent Fiduciary codes 28 $48,750 PY2024
- The Segal Company codes 11 $47,173 PY2024
- Ciuni & Panichi codes 10 $35,852 PY2024
+24 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
Not yet on record: funded ratio.
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.