Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund
Taft-Hartley plan, based in Long Island City, New York, reporting $133M in assets, for 1,731 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Withum Smith and Brown no longer appears on Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 1 more manager, 18 more commitments and 4 more dated events
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- Jpmcb Strategic Property Fund3 commitments
- Jpmcb Core Bond Fund3 commitments
- Blackrock Equity Index Fund3 commitments
Relationship network
38 connected entities21 observed commitments12 repeat counterparties20 dated commitments shown here, 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.
- Which managers has Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund committed the most to, and when?
- Which consultants advise Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund, and on which commitments?
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 4.1%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (preferred) 1.2%
- U.S. Government securities 0.1%
- Other investments 0.9%
- Common/collective trusts 75.5%
- Registered investment companies 0.7%
- Common stock 7.7%
- Real estate (other than employer real property) 8.5%
Consultants and advisers
- Hssh Consulting General consultantthrough Dec 31, 2024 Form 5500
- Quan Vest Consultants Pension consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Withum Smith and Brown General consultantthrough Dec 31, 2023 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock9 rows, latest Dec 31, 2024
- JP Morgan Asset Mgmt6 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
+1 more manager 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.
- JP Morgan Asset Mgmtplan years
- Blackrockplan years
- Gamco Asset Management, Inc.plan years 2022
+2 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, 2024Consultant changedinferenceWithum Smith and Brown no longer appears on Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Withum Smith and Brownaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHssh Consulting appears on Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Hssh Consultingaskebsa.dol.gov
- Jan 1, 2024Funded status changedPaper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund funded ratio 112.1% -> 109.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceWithum Smith and Brown appears on Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Withum Smith and Brownaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedTocqueville Asset Management appears on Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Tocqueville Asset Management LPaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $11.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Asset Mgmt | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Equity Index Fundcollective trust | Blackrock | Public equity | $52.2M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 1,731 | Not disclosed | Not disclosed | n/a | $133M | Not disclosed | Not disclosed | $11.4M |
| 2023 to Dec 31, 2023 | 1,765 | Not disclosed | Not disclosed | n/a | $128M | Not disclosed | Not disclosed | $13.9M |
| 2022 to Dec 31, 2022 | 1,902 | Not disclosed | Not disclosed | n/a | $126M | Not disclosed | Not disclosed | $13.5M |
- Proskauer Rose LLP codes 29 50 $62,188 PY2024
- Quan-Vest Consultants, Inc. codes 17 27 50 $51,181 PY2024
- LSV Asset Management codes 28 51 $48,003 PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+6 more changes on this record's ledger
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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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