NBA Pension Plan for Coaches, Assistant Coaches and Trainers
Taft-Hartley plan, based in Secaucus, New Jersey, reporting $86.6M in assets, for 199 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, NBA Pension Plan for Coaches, Assistant Coaches and Trainers first reports an interest in Schroder Collective Investment Trus: $9M at 2025-05-31.
2 more advisers, 3 more managers, 13 more commitments 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Rhumbline Small-Cap Index Pooled3 commitments
- Rhumbline Mid-Cap Index Fund Pooled3 commitments
- Rhumbline S&p Index Pooled Trust3 commitments
- Rhumbline Advisers6 commitments
- Rhumbline Advisers Corp3 commitments
- Loomis Sayles3 commitments
Relationship network
31 connected entities16 observed commitments9 repeat counterparties15 dated commitments shown here, 2023 to 2025
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.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 1.1%
- Partnership/joint venture interests 15.4%
- 103-12 investment entities 22.2%
- Common/collective trusts 18.7%
- Registered investment companies 42.6%
Consultants and advisers
- Mercer General consultantthrough May 31, 2025 Form 5500
- Segal Marco Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough May 31, 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
- Rhumbline Advisers6 rows, latest May 31, 2025
- Rhumbline Advisers Corp3 rows, latest May 31, 2025
- Loomis Sayles3 rows, latest May 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Schroderplan years
- Wellingtonplan years
- Wellington Trust Company, Naplan years
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- May 31, 2025Holding startedNBA Pension Plan for Coaches, Assistant Coaches and Trainers first reports an interest in Schroder Collective Investment Trus: $9M at 2025-05-31with Schroder Collective Investment Trusaskebsa.dol.gov
- May 31, 2025Holding endedinferenceNBA Pension Plan for Coaches, Assistant Coaches and Trainers no longer reports Wtc-Ctf International Opportunities (Wellington) (last held $8M at 2024-05-31; absent from the 2025-05-31 filing)with Wellingtonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAllspring Global Investments no longer appears on NBA Pension Plan for Coaches, Assistant Coaches and Trainers's Schedule C as investment manager (plan year 2024 vs 2023)with Allspring Global Investments LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changedNBA Pension Plan for Coaches, Assistant Coaches and Trainers funded ratio 109.0% -> 114.1% (2023-06-01 to 2024-06-01)
- May 31, 2024Holding endedinferenceNBA Pension Plan for Coaches, Assistant Coaches and Trainers no longer reports Wellington Trust Ctf Opport Invest (last held $8M at 2023-05-31; absent from the 2024-05-31 filing)with Wellington Trust Ctf Opport Investaskebsa.dol.gov
+1 more dated event
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 May 31, 2025 | Rhumbline Small-Cap Index Pooled103 12 ie | Rhumbline Advisers | Pooled vehicles | $436,812 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Rhumbline Mid-Cap Index Fund Pooled103 12 ie | Rhumbline Advisers | Pooled vehicles | $996,429 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Schroder Collective Investment Truscollective trust | Schroder | Pooled vehicles | $9.1M held | Disclosed holding | askebsa.dol.gov |
+13 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 May 31, 2025 | 199 | Not disclosed | Not disclosed | n/a | $86.6M | $13.3M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 208 | Not disclosed | Not disclosed | n/a | $86.5M | $13.3M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 219 | Not disclosed | Not disclosed | n/a | $87.5M | $12.6M | Not disclosed | Not disclosed |
- The Segal Company codes 11 50 $437,445 PY2024
- Roberts & Holland codes 29 50 $122,972 PY2024
- Segal Marco Advisors codes 27 50 $53,844 PY2024
+47 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
NBA Pension Plan for Coaches, Assistant Coaches and Trainers sits on 11 traced paths of capital across the graphs.
DFX traced 11 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Holding in a pooled vehicle started2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
- Manager relationship ended2024-12-31source 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
+15 connections on the graph
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