Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund
Taft-Hartley plan, based in Uniontown, Pennsylvania, reporting $150M in assets, for 2,654 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund total assets $23M -> $150M (+541.0%, 2024-06-30 to 2025-06-30).
2 more advisers and 1 more dated event
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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Relationship network
8 connected entities
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.
- 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.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- 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
- 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
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- 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)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
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 Jun 30, 2025 | 2,654 | Not disclosed | Not disclosed | n/a | $150M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,712 | Not disclosed | Not disclosed | n/a | $23.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,759 | Not disclosed | Not disclosed | n/a | $30.0M | Not disclosed | Not disclosed | Not disclosed |
- Foster & Foster, Inc. codes 11 $69,711 PY2024
- Investment Consulting Services codes 27 $62,840 PY2024
- Diclaudio & Kramer, LLC codes 10 $57,265 PY2024
+18 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2025-06-30source on record
- Funded status changed2024-07-01source on record
- Total assets changed2024-07-01source on record
+3 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
+6 connections on the graph
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