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.
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Taft-Hartley plan
T•••••••• L•••• U•••• N•• 1•• P•••••• • D•••• B•••••• P•••
Taft-Hartley planWayne, NJ
Assets
$10.3M
Total assets, Aug 31, 2025 reported
Funded
152.5%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: B•••• o• T••••••• • T•••••••• L•••• U•••• N• 1•• P•••••• • D•••• B••••
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.9%
- Non-interest-bearing cash 2.3%
- Registered investment companies 93.3%
Consultants and advisers
2 firms
- M• T•••• C•••••• D•• M••••• T•••• Custodianthrough Aug 31, 2024 Form 5500
- M•••••••• I••• Actuarythrough Aug 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- M• T•••• C•••••• D•• M••••• T••••plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$34,999 (2024-08) · $41,651 (2023-08)
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 Aug 31, 2025 | 106 | n/a | n/a | n/a | $10.3M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 107 | n/a | n/a | n/a | $11.6M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 107 | n/a | n/a | n/a | $10.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman Inc codes 11 28 50 $124,309 PY2024
- Pellettieri, Rabstein & Altman codes 29 50 $18,438 PY2024
- Mspc Certified Public Accountants codes 10 50 $7,750 PY2024
- Matrix Trust Company codes 19 50 $7,169 PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman Inc codes 11 28 50 $88,690 PY2023
- Pellettieri, Rabstein & Altman codes 29 50 $9,375 PY2023
- Mspc codes 10 50 $7,750 PY2023
- Borden, Perlman, Salisbury & Kelly codes 50 65 $6,663 PY2023
- Matrix Trust Company codes 19 50 $6,508 PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman Inc codes 11 28 50 $64,016 PY2022
- Pellettieri, Rabstein & Altman codes 29 50 $10,563 PY2022
- Mspc codes 10 50 $7,750 PY2022
- Matrix Trust Company codes 28 50 $6,651 PY2022
- Borden, Perlman, Salisbury & Kelly codes 50 65 $6,594 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
5 events
- Aug 31, 2025Assets changedTeamsters Local Union No. 134 Pension & Death Benefit Plan total assets $12M -> $10M (-10.8%, 2024-08-31 to 2025-08-31)
- Sep 1, 2024Funded status changedTeamsters Local Union No. 134 Pension & Death Benefit Plan funded ratio 148.3% -> 152.5% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedTeamsters Local Union No. 134 Pension & Death Benefit Plan plan assets $10M -> $12M (+14.0%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedTeamsters Local Union No. 134 Pension & Death Benefit Plan total assets $10M -> $12M (+14.0%, 2023-08-31 to 2024-08-31)
- Dec 31, 2023Manager relationship endedinferenceMatrix Trust Company no longer appears on Teamsters Local Union No. 134 Pension & Death Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)with M• T•••• C•••••• D•• M••••• T••••askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226104869-001
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.