Inlandboatmen's Union of the Pacific National Pension Plan
Taft-Hartley plan, based in Portland, Oregon, reporting $300M in assets, for 4,749 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, 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).
1 more adviser, 2 more managers and 12 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- Separate Account J3 commitments
- Washington Capital Joint Master Tru3 commitments
- Ullico Investment Advisors, Inc.3 commitments
- Washington Capital Management, Inc.3 commitments
- Panagora Investment Manager3 commitments
Relationship network
36 connected entities15 observed commitments11 repeat counterparties13 dated commitments shown here, 2023 to 2025
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 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
- Verus Advisory, Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- US Bank N.A. Custodianthrough Jun 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jun 30, 2023 Form 5500
+1 more consultant or adviser 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
- Ullico Investment Advisors, Inc.3 rows, latest Jun 30, 2025
- Washington Capital Management, Inc.3 rows, latest Jun 30, 2025
- Panagora Investment Manager3 rows, latest Jun 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Amalgamated Bankplan years
- Panagora Investment Managerplan years 2025
- Panagora Asset Management, Inc.plan years 2023
+6 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
- Dec 31, 2023Manager relationship endedinferenceAmalgamated 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 changedInlandboatmen's Union of the Pacific National Pension Plan funded ratio 89.2% -> 87.1% (2022-07-01 to 2023-07-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $1,684 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $4.8M held | Disclosed holding | askebsa.dol.gov |
+12 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 Jun 30, 2025 | 4,749 | Not disclosed | Not disclosed | n/a | $300M | $15.3M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 4,681 | Not disclosed | Not disclosed | n/a | $281M | $16.8M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 4,583 | Not disclosed | Not disclosed | n/a | $266M | $19.8M | Not disclosed | Not disclosed |
- Benesys, Inc. codes 12 13 14 50 $269,572 PY2024
- UBS Realty Investors LLC codes 28 51 $142,419 PY2024
- Panagora Investment Manager codes 28 51 $119,822 PY2024
+62 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Inlandboatmen's Union of the Pacific National Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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.
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Record history
- Manager relationship ended2023-12-31source on record
- Funded status changed2023-07-01source 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
+14 connections on the graph
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