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
Bsa-Ila Pension Plan
Taft-Hartley planCharlestown, MA
Assets
$111M
Total assets, Sep 30, 2025 reported
Funded
101.1%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
10
4 managers on Schedule C
Plan sponsor: Boston Shipping Association, Inc
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.5%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 0.6%
- U.S. Government securities 1.8%
- Other investments 31.3%
- Common/collective trusts 27.6%
- Registered investment companies 23.4%
- Common stock 13.2%
Consultants and advisers
5 firms
- Bpas Actuarial and Pension Services Actuarythrough Sep 30, 2025 Form 5500
- Amalgamated Bank of New York Custodianthrough Sep 30, 2025 Form 5500
- Cbiz Ris Actuarythrough Sep 30, 2024 Form 5500
- US Bank Custodianthrough Sep 30, 2024 Form 5500
- Cbiz Actuarythrough Sep 30, 2024 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank of New York2 rows, latest Sep 30, 2025
- Crescent Capital Collective Inv2 rows, latest Sep 30, 2025
From Schedule C (investment management, code 28)
- Chartwell Investment Partnersplan years 2024
- Boston Trust Walden Companyplan years 2024
- NEW England Pension Consulantsplan years 2024
- Sands Capital Management, LLCplan years 2024
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Longview Core Bond Fundcollective trust | Amalgamated Bank of New York | Fixed income | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Axiom Investors Collective Investmecollective trust | SEI Trust Company | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Aristotle Collective Investment Trucollective trust | SEI Trust Company | Pooled vehicles | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | GQG Partners Global Equity Fund Citcollective trust | Reliance Trust Company | Public equity | $12.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Crescent Capital Trust II (levered)collective trust | Crescent Capital Collective Inv | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Longview Smallcap 600 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Axiom Investors Collective Investmecollective trust | Axiom Investors | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Aristotle Collective Investment Trucollective trust | SEI Trust Company | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | GQG Partners Global Equity Fund Citcollective trust | GQG Partners LLC | Public equity | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Crescent Capital Trust II (levered)collective trust | Crescent Capital Collective Inv | Pooled vehicles | $1.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 504 | n/a | n/a | n/a | $111M | n/a | n/a | n/a |
| 2023 to Sep 30, 2024 | 504 | n/a | n/a | n/a | $108M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boston Shipping Association codes 13 $177,189 PY2024
- Richard Brennan codes 30 $105,872 PY2024
- NEW England Pension Consultants codes 28 $90,000 PY2024
- Sands Capital Management codes 28 $73,620 PY2024
- Walter & Shuffain, P.C. codes 10 $45,500 PY2024
- Cbiz Inc codes 11 $41,750 PY2024
- U.S. Bank codes 19 $40,661 PY2024
- Chartwell Investments codes 28 $30,717 PY2024
- Boston Trust Walden Co. codes 28 $28,512 PY2024
- Mila Managed Health Care codes 49 $22,552 PY2024
- Feinberg, Dumont & Brennan codes 29 $15,000 PY2024
- Amalgamated Bank codes 19 51 52 PY2024
- Axiom Investors Collective Investme Sched. D C $5.1M PY2024
- Longview Core Bond Fund Sched. D C $5.6M PY2024
- Reliance Trust Institutional Retire Sched. D C $12.2M PY2024
- Crescent Capital Collective Inv Tr Sched. D C $1.6M PY2024
- Aristotle Collective Investment Tru Sched. D C $7.7M PY2024
- Bpas Actuarial & Pension Services codes 11 PY2024
- Boston Shipping Association codes 13 $177,189 PY2023
- New England Pension Consultants codes 28 $90,000 PY2023
- Jeanne Casper codes 30 $75,658 PY2023
- Sands Capital Management codes 28 $51,821 PY2023
- Chartwell Investments codes 28 $44,493 PY2023
- Walter & Shuffain, P.C. codes 10 $38,000 PY2023
- Chubb Insurance codes 23 $32,332 PY2023
- Cbiz Inc codes 11 $31,000 PY2023
- Boston Trust Walden Co. codes 28 $27,878 PY2023
- Richard Brennan codes $22,230 PY2023
- Mila Managed Health Care codes 49 $21,416 PY2023
- Feinberg, Dumont & Brennan codes 29 $15,000 PY2023
- U.S. Bank codes 19 $14,715 PY2023
- Bnym Newton Db Sl Dynamic Growth Fu Sched. D C PY2023
- Longview Core Bond Fund Sched. D C $5.4M PY2023
- Axiom Emerging Market Trust Cl2 Sched. D C $4.2M PY2023
- Aristotle Value Equity Collective Sched. D C $9.6M PY2023
- GQG Partners Global Equity Cit Cl D Sched. D C $13.0M PY2023
- Crescent Capital Trust II Sched. D C $1.9M PY2023
- Cbiz codes 11 PY2023
What changed
3 events
- Sep 30, 2025Holding startedBsa-Ila Pension Plan first reports an interest in Longview Core Bond Fund (Amalgamated Bank of New York): $6M at 2025-09-30with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceBsa-Ila Pension Plan no longer reports Longview Smallcap 600 Index Fund (Amalgamated Bank of New York) (last held $5M at 2024-09-30; absent from the 2025-09-30 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Oct 1, 2024Assets changedBsa-Ila Pension Plan plan assets $95M -> $108M (+13.5%, 2023-10-01 to 2024-10-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042034907-006
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.