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

Twin Cities Bakery Drivers Pension Plan

Taft-Hartley planEagan, MN
Assets
$97.1M
Total assets, Dec 31, 2024 reported
Funded
68.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
1 managers on Schedule C
Plan sponsor: Twin Cities Bakery Drivers Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 14.0%
  • Corporate debt instruments (other) 8.5%
  • U.S. Government securities 6.1%
  • Other investments 0.3%
  • Registered investment companies 27.4%
  • Common stock 43.2%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$97.1M Dec 31, 2024 reported Form 5500
$93.9M (2023-12) · $63.4M (2022-12)
Plan assets
$67.8M Jan 1, 2024 reported Form 5500
$63.3M (2023-01) · $78.1M (2022-01)
Net assets
$97.0M Dec 31, 2024 reported Form 5500
$93.8M (2023-12) · $63.3M (2022-12)
Funded ratio
68.5% Jan 1, 2024 reported Form 5500
69.1% (2023-01) · 71.0% (2022-01)
Participants
1,077 Jan 1, 2024 reported Form 5500
1,051 (2023-01) · 1,075 (2022-01)
Contributions
$3.7M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.6M (2022-12)
Benefits paid
$7.9M Dec 31, 2024 reported Form 5500
$7.5M (2023-12) · $7.2M (2022-12)
Net investment income
$3.2M Dec 31, 2024 reported Form 5500
$30.5M (2023-12) · $-14.8M (2022-12)
Investment management fees
$365,281 Dec 31, 2024 reported Form 5500
$313,671 (2023-12) · $327,992 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,077n/an/an/a$97.1Mn/an/an/a
2023 to Dec 31, 20231,051n/an/an/a$93.9Mn/an/an/a
2022 to Dec 31, 20221,075n/an/an/a$63.4Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2023Manager relationship endedinference
    Vermillion Wealth Management no longer appears on Twin Cities Bakery Drivers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Vermillion Wealth Managementaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Twin Cities Bakery Drivers Pension Plan total assets $63M -> $94M (+48.2%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Twin Cities Bakery Drivers Pension Plan plan assets $78M -> $63M (-19.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 416172265-001
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.