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

Local 282 Pension Trust Fund

Taft-Hartley planLake Success, NY
Assets
$1.4B
Total assets, Dec 31, 2024 reported
Funded
110.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
26
none on the tape
Plan sponsor: Board of Trustees of Local 282
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.3%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 3.9%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 7.1%
  • Other investments 2.1%
  • Partnership/joint venture interests 2.2%
  • 103-12 investment entities 2.4%
  • Common/collective trusts 21.7%
  • Pooled separate accounts 2.2%
  • Registered investment companies 30.4%
  • Common stock 25.0%
  • Real estate (other than employer real property) 0.4%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
26 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$29.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$168M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Ctf International Opportunitiescollective trustWellingtonPooled vehicles$23.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$46.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$44.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pgim Quant Solutions S&p 500separate accountPrudential Insurance Company of AmePooled vehicles$240M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$28.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$119M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Ctf International Opportunitiescollective trustWellingtonPooled vehicles$21.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$48.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$13.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$46.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pgim Quant Solutions S&p 500separate accountPrudential Insurance Company of AmePooled vehicles$167M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$27.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Core Bond Fundcollective trustJP Morgan Core Bond FundFixed income$112M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Ctf International Opportunitiescollective trustWellingtonPooled vehicles$19.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$57.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$15.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$12.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$54.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$9.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.4B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.1B (2022-12)
Plan assets
$1.2B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.3B (2022-03)
Net assets
$1.4B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.1B (2022-12)
Funded ratio
110.0% Jan 1, 2024 reported Form 5500
107.8% (2023-01) · 107.1% (2022-03)
Participants
7,446 Jan 1, 2024 reported Form 5500
7,326 (2023-01) · 7,239 (2022-03)
Contributions
$53.5M Dec 31, 2024 reported Form 5500
$50.9M (2023-12) · $45.3M (2022-12)
Benefits paid
$79.7M Dec 31, 2024 reported Form 5500
$70.5M (2023-12) · $57.2M (2022-12)
Net investment income
$122M Dec 31, 2024 reported Form 5500
$104M (2023-12) · $-125M (2022-12)
Investment management fees
$2.0M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $1.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20247,446n/an/an/a$1.4B$29.8Mn/a$5.1M
2023 to Dec 31, 20237,326n/an/an/a$1.2B$26.0Mn/a$4.8M
2022 to Dec 31, 20227,239n/an/an/a$1.1B$22.9Mn/a$4.8M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Holding endedinference
    Local 282 Pension Trust Fund no longer reports Pgim Quant Solutions S&p 500 (Prudential Insurance Company of Ame) (last held $240M at 2023-12-31; absent from the 2024-12-31 filing)
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Local 282 Pension Trust Fund funded ratio 107.8% -> 110.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    J.P. Morgan Investment Management appears on Local 282 Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116245313-001
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.