Local 888 Pension Fund
Taft-Hartley plan, based in Elmwood Park, New Jersey, reporting $46.3M in assets, for 3,824 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Local 888 Pension Fund total assets $60M -> $50M (-15.3%, 2022-12-31 to 2023-12-31).
2 more advisers and 3 more commitments
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- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Earnest Partners Smid Cap Core Fund3 commitments
- BNY Mellon3 commitments
- Earnest Partners3 commitments
Relationship network
23 connected entities6 observed commitments5 repeat counterpartiescommitments 2022 to 2024
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 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
- 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
+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
- BNY Mellon3 rows, latest Dec 31, 2024
- Earnest Partners3 rows, latest Dec 31, 2024
- Earnest Partnersplan years
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| 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, 2024 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 3,824 | Not disclosed | Not disclosed | n/a | $46.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,829 | Not disclosed | Not disclosed | n/a | $50.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,802 | Not disclosed | Not disclosed | n/a | $59.5M | Not disclosed | Not disclosed | Not disclosed |
- 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
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 888 Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 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.
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Record history
- Total assets changed2023-12-31source on record
- Total assets changed2023-01-01source on record
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
+7 connections on the graph
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