Local 6559 Pension Fund
Taft-Hartley plan, based in Port Washington, New York, reporting $14.9M in assets, for 896 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Syntonic Systems, Inc. appears on Local 6559 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
Relationship network
9 connected entities
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.
- 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 2.1%
- Non-interest-bearing cash 2.0%
- Corporate debt instruments (other) 7.9%
- U.S. Government securities 10.8%
- Other investments 1.0%
- Registered investment companies 20.2%
- Common stock 55.2%
Consultants and advisers
- Syntonic Systems, Inc. General consultantthrough Apr 30, 2025 Form 5500
- Milliman, Inc. Actuarythrough Apr 30, 2023 Form 5500
People
Manager roster
What changed
- Dec 31, 2024Consultant changedinferenceSyntonic Systems, Inc. appears on Local 6559 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Syntonic Systems, Inc.askebsa.dol.gov
- May 1, 2024Funded status changedLocal 6559 Pension Fund funded ratio 146.4% -> 158.7% (2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedLocal 6559 Pension Fund funded ratio 151.8% -> 146.4% (2022-05-01 to 2023-05-01)
Commitments
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 Apr 30, 2025 | 896 | Not disclosed | Not disclosed | n/a | $14.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 880 | Not disclosed | Not disclosed | n/a | $14.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 853 | Not disclosed | Not disclosed | n/a | $12.8M | Not disclosed | Not disclosed | Not disclosed |
- Nina Bellini codes 15 50 $181,079 PY2024
- Barnes, Iaccarino & Sheperd LLP codes 29 50 $52,170 PY2024
- Milliman codes 11 50 $41,700 PY2024
+18 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: fund commitments, managers.
Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-05-01source on record
- Funded status changed2023-05-01source 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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.