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
Derrickmens Pension Fund, Local 197
Taft-Hartley planNEW York City, NY
Assets
$53.7M
Total assets, Dec 31, 2024 reported
Funded
109.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: BD of Tr Derrickmens Pension Fund, Local 197
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.7%
- Corporate debt instruments (other) 1.7%
- Corporate debt instruments (preferred) 2.0%
- U.S. Government securities 9.5%
- Registered investment companies 56.2%
- Common stock 28.7%
Consultants and advisers
4 firms
- BD of Tr Derrickmens Pension Fund, Local 197 Custodianthrough Dec 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Wells Fargo Advisors, LLC Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Congress Asset Managementplan years 2022
- Stacey Braun Associates, Inc.plan 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
Investment management fees
$121,488 (2023-12) · $114,067 (2022-12)
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 | 289 | n/a | n/a | n/a | $53.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 308 | n/a | n/a | n/a | $47.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 337 | n/a | n/a | n/a | $41.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Daniel H. Cook Associates, Inc codes 13 50 $81,831 PY2024
- Congress Asset Management codes 28 51 $62,832 PY2024
- Wells Fargo Advisors, LLC codes 19 27 51 52 62 63 $55,000 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $49,498 PY2024
- The Segal Company codes 11 50 $47,490 PY2024
- Colleran, O'Hara & Mills, LLP codes 29 50 $28,678 PY2024
- LAW Office of Steven N. Davi, PLLC codes 29 50 $19,000 PY2024
- Stacey Braun Associates, Inc codes 28 51 $13,190 PY2024
- An American Company codes 49 99 $7,138 PY2024
- Segal codes 11 PY2024
- Daniel H. Cook Associates, Inc codes 13 50 $83,917 PY2023
- Wells Fargo Advisors, LLC codes 19 27 51 52 62 63 $55,000 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $50,197 PY2023
- Congress Asset Management codes 28 51 $49,601 PY2023
- The Segal Company codes 11 50 $46,043 PY2023
- An American Company codes 49 99 $21,500 PY2023
- Colleran, O'Hara & Mills, LLP codes 29 50 $19,396 PY2023
- Law Office of Steven N. Davi, PLLC codes 29 50 $19,000 PY2023
- Stacey Braun Associates, Inc codes 28 51 $16,887 PY2023
- Segal codes 11 PY2023
- Daniel H. Cook Associates, Inc codes 13 50 $70,574 PY2022
- Wells Fargo Advisors, LLC codes 19 27 51 52 62 63 $55,000 PY2022
- The Segal Co (eastern States), Inc. codes 11 50 $44,073 PY2022
- Congress Asset Management codes 28 51 $42,422 PY2022
- Schultheis & Panettieri, LLP codes 10 50 $40,888 PY2022
- Colleran, O'Hara & Mills, LLP codes 29 50 $19,547 PY2022
- Law Office of Steven N. Davi, PLLC codes 29 50 $19,000 PY2022
- Stacey Braun Associates, Inc codes 28 51 $16,645 PY2022
- Segal codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedDerrickmens Pension Fund, Local 197 total assets $48M -> $54M (+12.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedDerrickmens Pension Fund, Local 197 funded ratio 104.8% -> 109.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedDerrickmens Pension Fund, Local 197 plan assets $41M -> $48M (+16.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedDerrickmens Pension Fund, Local 197 total assets $41M -> $48M (+16.8%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedDerrickmens Pension Fund, Local 197 funded ratio 98.1% -> 104.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedDerrickmens Pension Fund, Local 197 plan assets $49M -> $41M (-16.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136121370-001
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.