Teamsters Local 641 Pension Fund
Taft-Hartley plan, based in Union, New Jersey, reporting $562M in assets, for 3,095 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Morgan Stanley no longer appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
2 more advisers
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
20 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.
- Sponsor
- 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 6.3%
- Corporate debt instruments (other) 67.3%
- U.S. Government securities 21.3%
- Registered investment companies 4.2%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Feb 28, 2025 Form 5500
- Capital International, Inc. Investment adviser (plan)through Feb 28, 2023 Form 5500
- UBS Financial Services Inc. Investment adviser (plan)through Feb 28, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Jpmorgan Chase Bank, N.A.plan years 2025
- Morgan Stanley Smith Barneyplan years 2024
- Capital International, Inc.plan years 2024
+2 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
- Dec 31, 2024Manager relationship endedinferenceMorgan Stanley no longer appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Morgan Stanley Smith Barneyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedJP Morgan Chase Bank, N.A. appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Mar 1, 2024Assets changedTeamsters Local 641 Pension Fund plan assets $8M -> $11M (+44.3%, 2023-03-01 to 2024-03-01)
- Dec 31, 2023Manager relationship startedMorgan Stanley appears on Teamsters Local 641 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Morgan Stanley Smith Barneyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceUBS Financial Services, Inc. no longer appears on Teamsters Local 641 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with UBS Financial Services Inc.askebsa.dol.gov
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 Feb 28, 2025 | 3,095 | Not disclosed | Not disclosed | n/a | $562M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 3,245 | Not disclosed | Not disclosed | n/a | $569M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 3,325 | Not disclosed | Not disclosed | n/a | $568M | Not disclosed | Not disclosed | Not disclosed |
- Capital International codes 28 51 $937,474 PY2024
- Groom Law codes 29 50 $189,646 PY2024
- Investment Performance Services LLC codes 27 51 $100,000 PY2024
+40 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Total assets changed2024-03-01source on record
+2 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
+11 connections on the graph
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