Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund
Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $143M in assets, for 6,898 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, The Segal Company no longer appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 1 more manager, 11 more commitments and 7 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- Prisa3 commitments
- Driehaus Emerging Markets Growth3 commitments
- Ssga Long US Treasury Index Nl Fund3 commitments
- State Street Global Advisors Trust Company5 commitments
- Prudential Insurance Company of Ame3 commitments
- Driehaus Capital Management LLC3 commitments
Relationship network
47 connected entities14 observed commitments9 repeat counterpartiescommitments 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 Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund committed the most to, and when?
- Which consultants advise Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund, and on which commitments?
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 4.8%
- Non-interest-bearing cash 0.4%
- Partnership/joint venture interests 11.3%
- Common/collective trusts 12.4%
- Pooled separate accounts 5.7%
- Registered investment companies 62.3%
Consultants and advisers
- Pension Benefit Information, LLC Pension consultantthrough Dec 31, 2023 Form 5500
- The Segal Group, Inc. General consultantthrough Dec 31, 2023 Form 5500
- Bridgeway Benefit Technologies General consultantthrough Dec 31, 2022 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
- State Street Global Advisors Trust Company5 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Driehaus Capital Management LLC3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- State Street Global Advisors Trustplan years
- State Street Global Advisors Trust Companyplan years
- GQG Partners LLCplan years
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedBlackrock Investments appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Investments, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Segal Company no longer appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Group, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedStepstone Group LP appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Stepstone Group LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedJP Morgan appears on Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Assets changedService Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund total assets $128M -> $143M (+11.3%, 2023-12-31 to 2024-12-31)
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | SS Msci Emerging Mkts Ex China Nl Ccollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $8.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Driehaus Emerging Markets Growthcollective trust | Driehaus Capital Management LLC | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov |
+11 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 | 6,898 | Not disclosed | Not disclosed | n/a | $143M | $16.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,913 | Not disclosed | Not disclosed | n/a | $128M | $14.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,960 | Not disclosed | Not disclosed | n/a | $117M | $11.9M | Not disclosed | Not disclosed |
- Local 36 Operating Account codes 13 50 $619,056 PY2024
- JP Morgan codes 28 51 $213,566 PY2024
- Bridgeway Benefit Technologies codes 15 50 $162,580 PY2024
+78 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Service Employees International Union Local 32bj, District 36 Building Operators Pension Trust Fund sits on 8 traced paths of capital across the graphs.
DFX traced 8 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
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+9 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
+17 connections on the graph
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