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

Inlandboatmen's Union of the Pacific National Pension Plan

Taft-Hartley planPortland, OR
Assets
$300M
Total assets, Jun 30, 2025 reported
Funded
86.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
15
1 managers on Schedule C
Plan sponsor: Board of Trustees, Ibu of the Pacific National
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.1%
  • Insurance company general account 0.7%
  • Partnership/joint venture interests 5.1%
  • 103-12 investment entities 13.4%
  • Common/collective trusts 3.9%
  • Pooled separate accounts 2.1%
  • Registered investment companies 69.4%
  • Common stock 3.2%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$4.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$35.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$1,684 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$11.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$4,528 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$4.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Longview Ultra Construction Loan incollective trustAmalagamated BankPrivate credit$4,077 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$14.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$300M Jun 30, 2025 reported Form 5500
$281M (2024-06) · $266M (2023-06)
Plan assets
$281M Jul 1, 2024 reported Form 5500
$265M (2023-07) · $259M (2022-07)
Net assets
$299M Jun 30, 2025 reported Form 5500
$281M (2024-06) · $265M (2023-06)
Funded ratio
86.1% Jul 1, 2024 reported Form 5500
87.1% (2023-07) · 89.2% (2022-07)
Participants
4,749 Jul 1, 2024 reported Form 5500
4,681 (2023-07) · 4,583 (2022-07)
Contributions
$16.2M Jun 30, 2025 reported Form 5500
$15.1M (2024-06) · $14.0M (2023-06)
Benefits paid
$24.6M Jun 30, 2025 reported Form 5500
$24.1M (2024-06) · $23.5M (2023-06)
Net investment income
$18.8M Jun 30, 2025 reported Form 5500
$15.1M (2024-06) · $6.4M (2023-06)
Investment management fees
$627,816 Jun 30, 2025 reported Form 5500
$695,927 (2024-06) · $761,023 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20254,749n/an/an/a$300M$15.3Mn/an/a
2023 to Jun 30, 20244,681n/an/an/a$281M$16.8Mn/an/a
2022 to Jun 30, 20234,583n/an/an/a$266M$19.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2023Manager relationship endedinference
    Amalgamated Bank no longer appears on Inlandboatmen's Union of the Pacific National Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Inlandboatmen's Union of the Pacific National Pension Plan funded ratio 89.2% -> 87.1% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 930792184-001
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.