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
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund
Taft-Hartley planUniontown, PA
Assets
$150M
Total assets, Jun 30, 2025 reported
Funded
9.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: BD of Trust Sw. PA & W. MD. Area Teamsters & Employers Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.1%
- Corporate debt instruments (other) 80.6%
- U.S. Government securities 2.2%
- Other investments 0.7%
- Registered investment companies 7.1%
Consultants and advisers
5 firms
- Investment Consulting Services, LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- Foster & Foster Actuarythrough Jun 30, 2025 Form 5500
- Foster & Foster, Inc Actuarythrough Jun 30, 2023 Form 5500
- PNC Bank Association Custodianthrough Jun 30, 2023 Form 5500
- Foster & Foster Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$63,826 (2024-06) · $74,980 (2023-06)
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 Jun 30, 2025 | 2,654 | n/a | n/a | n/a | $150M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 2,712 | n/a | n/a | n/a | $23.5M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 2,759 | n/a | n/a | n/a | $30.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Foster & Foster, Inc. codes 11 $69,711 PY2024
- Investment Consulting Services codes 27 $62,840 PY2024
- Diclaudio & Kramer, LLC codes 10 $57,265 PY2024
- Meyer, Unkovic & Scott codes 29 $40,742 PY2024
- PNC Advisors codes 19 52 62 $21,277 PY2024
- Logan, Mettley & Newcomer, Plc codes 29 $21,014 PY2024
- Foster & Foster codes 11 PY2024
- Meyer, Unkovic & Scott codes 29 $114,363 PY2023
- Foster & Foster, Inc. codes 11 $80,147 PY2023
- Investment Consulting Services codes 27 $62,840 PY2023
- Diclaudio & Kramer, LLC codes 10 $42,685 PY2023
- PNC Advisors codes 19 52 62 $8,419 PY2023
- Larry Mayros codes 20 99 $5,400 PY2023
- Foster & Foster codes 11 PY2023
- Meyer, Unkovic & Scott codes 29 $128,694 PY2022
- Foster & Foster, Inc. codes 11 $111,433 PY2022
- Investment Consulting Services codes 27 $62,840 PY2022
- Diclaudio & Kramer, LLC codes 10 $39,450 PY2022
- PNC Advisors codes 19 52 62 $11,271 PY2022
- Larry Mayros codes 20 99 $5,400 PY2022
- Foster & Foster codes 11 PY2022
What changed
6 events
- Jun 30, 2025Assets changedSouthwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund total assets $23M -> $150M (+541.0%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedSouthwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund funded ratio 12.9% -> 9.5% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedSouthwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund plan assets $25M -> $19M (-24.8%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedSouthwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund total assets $30M -> $23M (-21.7%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedSouthwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund funded ratio 16.0% -> 12.9% (2022-07-01 to 2023-07-01)
- Jul 1, 2023Assets changedSouthwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund plan assets $31M -> $25M (-19.8%, 2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251046087-001
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.