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
Local 888 Pension Fund
Taft-Hartley planElmwood Park, NJ
Assets
$46.3M
Total assets, Dec 31, 2024 reported
Funded
24.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Board of Trustees Local 888 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 0.9%
- U.S. Government securities 1.3%
- Common/collective trusts 22.9%
- Registered investment companies 57.8%
- Common stock 1.8%
Consultants and advisers
5 firms
- Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- TPA Corporation General consultantthrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Boston Trust Walden Company Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- BNY Mellon3 rows, latest Dec 31, 2024
Commitments
6 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 Dec 31, 2024 | Earnest Partners Smid Cap Core Fundcollective trust | SEI Trust Company | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Earnest Partners Smid Cap Core Fundcollective trust | SEI Trust Company | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Earnest Partners Smid Cap Core Fundcollective trust | SEI Trust Company | Pooled vehicles | $5.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $7.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$38,412 (2023-12) · $41,416 (2022-12)
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 Dec 31, 2024 | 3,824 | n/a | n/a | n/a | $46.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,829 | n/a | n/a | n/a | $50.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,802 | n/a | n/a | n/a | $59.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Company, Inc. codes 11 50 $167,973 PY2024
- Rosalba Perez codes 14 50 $131,820 PY2024
- Slevin & Hart, P.C. codes 29 50 $121,955 PY2024
- Jean Edy Joseph codes 30 50 $61,158 PY2024
- Yesenia Mares codes 30 50 $53,571 PY2024
- Nelsy Rodriguez codes 30 50 $42,234 PY2024
- Louvina Greenaway codes 30 50 $32,693 PY2024
- Nepc, LLC codes 27 51 $32,318 PY2024
- Citrin Cooperman Advisors LLC codes 10 50 $28,838 PY2024
- Lourdes Lanzot codes 30 50 $28,268 PY2024
- Citrin Cooperman & Company, LLP codes 10 50 $28,072 PY2024
- TPA Corporation codes 16 50 $24,000 PY2024
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $15,000 PY2024
- Boston Trust Walden Company codes 19 21 24 25 28 50 $4,602 PY2024
- Earnest Partners Multiple Investmen Sched. D C $4.6M PY2024
- BNY Mellon Afl-Cio Sl Stock Index Sched. D C $6.0M PY2024
- Segal codes 11 PY2024
- The Segal Company, Inc. codes 11 50 $151,154 PY2023
- Rosalba Perez codes 14 50 $143,833 PY2023
- Slevin & Hart, P.C. codes 29 50 $142,807 PY2023
- Yesenia Mares codes 30 50 $53,007 PY2023
- Gettry Marcus CPA codes 10 50 $43,693 PY2023
- Jean Edy Joseph codes 30 50 $43,052 PY2023
- Nelsy Rodriguez codes 30 50 $38,587 PY2023
- Louvina Greenaway codes 30 50 $33,377 PY2023
- Nepc, LLC codes 27 51 $31,505 PY2023
- Lourdes Lanzot codes 30 50 $27,610 PY2023
- TPA Corporation codes 16 50 $18,000 PY2023
- Citrin Cooperman & Company, LLP codes 10 50 $14,100 PY2023
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $12,500 PY2023
- Boston Trust Walden Company codes 19 21 24 25 28 50 $6,907 PY2023
- Earnest Partners Multiple Investmen Sched. D C $5.6M PY2023
- BNY Mellon Afl-Cio Sl Stock Index Sched. D C $7.2M PY2023
- Segal codes 11 PY2023
- Slevin & Hart, P.C. codes 29 50 $202,215 PY2022
- Rosalba Perez codes 14 50 $135,997 PY2022
- The Segal Company, Inc. codes 11 50 $124,603 PY2022
- Gettry Marcus CPA codes 10 50 $54,331 PY2022
- Yesenia Mares codes 30 50 $50,733 PY2022
- Jean Edy Joseph codes 30 50 $39,836 PY2022
- Nelsy Rodriguez codes 30 50 $32,358 PY2022
- Louvina Greenaway codes 30 50 $32,082 PY2022
- Nepc, LLC codes 27 51 $31,088 PY2022
- Lourdes Lanzot codes 30 50 $27,335 PY2022
- TPA Corporation codes 16 50 $18,000 PY2022
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $17,500 PY2022
- Boston Trust Walden Company codes 19 21 24 25 28 50 $7,134 PY2022
- Earnest Partners Multiple Investmen Sched. D C $5.9M PY2022
- BNY Mellon Afl-Cio Sl Stock Index Sched. D C $7.5M PY2022
- Segal codes 11 PY2022
What changed
2 events
- Dec 31, 2023Assets changedLocal 888 Pension Fund total assets $60M -> $50M (-15.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedLocal 888 Pension Fund plan assets $55M -> $45M (-17.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136367793-001
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.