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
Western Conference of Teamsters Supp Benefit Plan
Taft-Hartley planPasadena, CA
Assets
$78.2M
Total assets, Mar 31, 2025 reported
Funded
141.4%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees, Western Conference of Teamsters
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 9.9%
- Corporate debt instruments (preferred) 3.1%
- U.S. Government securities 21.9%
- Other investments 0.6%
- Registered investment companies 14.9%
- Common stock 43.9%
- Preferred stock 0.3%
Consultants and advisers
3 firms
- Alan Biller and Associates Investment adviser (plan)through Mar 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Mar 31, 2023 Form 5500
- US Bank Custodianthrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Dodge & Coxplan years 2023
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
Investment management fees
$255,731 (2024-03) · $236,907 (2023-03)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 14,441 | n/a | n/a | n/a | $78.2M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 15,109 | n/a | n/a | n/a | $92.6M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 15,743 | n/a | n/a | n/a | $85.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northwest Administrators Inc codes 13 49 50 $636,424 PY2024
- Dodge & Cox codes 28 51 68 $212,069 PY2024
- Milliman Inc. codes 11 17 50 $167,270 PY2024
- Beeson Tayer & Bodine Apc codes 29 50 $57,123 PY2024
- U.S. Bank National Association codes 18 50 $42,328 PY2024
- Alan Biller & Associates Inc codes 27 50 $35,278 PY2024
- Miller Kaplan Arase LLP codes 10 50 $30,100 PY2024
- Lathrop Gage LLP codes 29 50 $27,126 PY2024
- Union Bank of California codes 60 65 $27,058 PY2024
- West Coast Mailers codes 36 49 50 $9,440 PY2024
- Kaye Smith codes 36 49 50 $7,820 PY2024
- Stephen Horn Insurance Services codes 22 53 PY2024
- Milliman, Inc codes 11 PY2024
- Northwest Administrators Inc codes 13 49 50 $856,040 PY2023
- Dodge & Cox codes 28 51 68 $219,898 PY2023
- Milliman Inc. codes 11 17 50 $122,207 PY2023
- Miller Kaplan Arase LLP codes 10 50 $99,200 PY2023
- Lathrop Gage LLP codes 29 50 $59,085 PY2023
- Beeson Tayer & Bodine Apc codes 29 50 $57,397 PY2023
- U.S. Bank National Association codes 18 50 $43,030 PY2023
- Alan Biller & Associates Inc codes 27 50 $35,833 PY2023
- Union Bank of California codes 60 65 $18,848 PY2023
- West Coast Mailers codes 36 49 50 $9,440 PY2023
- Stephen Horn Insurance Services codes 22 53 PY2023
- Milliman, Inc codes 11 PY2023
- Northwest Administrators Inc codes 13 49 50 $610,749 PY2022
- Dodge & Cox codes 28 51 68 $199,815 PY2022
- Milliman Inc. codes 11 17 50 $101,125 PY2022
- U.S. Bank National Association codes 18 50 $48,961 PY2022
- Lathrop Gage LLP codes 29 50 $46,616 PY2022
- Beeson Tayer & Bodine Apc codes 29 50 $37,203 PY2022
- Alan Biller & Associates Inc codes 27 50 $30,168 PY2022
- Miller Kaplan Arase LLP codes 10 50 $28,700 PY2022
- Union Bank of California codes 50 65 $24,704 PY2022
- West Coast Mailers codes 36 49 50 $9,222 PY2022
- Kaye-Smith Enterprises, Inc. codes 36 50 $6,924 PY2022
- Stephen Horn Insurance Services codes 22 53 PY2022
- Milliman, Inc codes 11 PY2022
What changed
3 events
- Mar 31, 2025Assets changedWestern Conference of Teamsters Supp Benefit Plan total assets $93M -> $78M (-15.6%, 2024-03-31 to 2025-03-31)
- Apr 1, 2024Funded status changedWestern Conference of Teamsters Supp Benefit Plan funded ratio 132.2% -> 141.4% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedWestern Conference of Teamsters Supp Benefit Plan funded ratio 128.1% -> 132.2% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953746907-001
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.