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

Ufcw Local 1262 and Employers Non Food Pension Fund

Taft-Hartley planClifton, NJ
Assets
$285,570
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Trustees Ufcw Local 1262 Nf Industry Pen
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 24.2%
  • Non-interest-bearing cash 36.5%
Consultants and advisers
2 firms
  • Cheiron Actuarythrough Dec 31, 2023 Form 5500
  • US Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
18 readings
Total assets
$285,570 Dec 31, 2024 reported Form 5500
$322,633 (2023-12) · $272,993 (2022-12)
Net assets
$276,067 Dec 31, 2024 reported Form 5500
$307,165 (2023-12) · $261,672 (2022-12)
Participants
694 Jan 1, 2024 reported Form 5500
714 (2023-01) · 747 (2022-01)
Contributions
$894,800 Dec 31, 2024 reported Form 5500
$918,000 (2023-12) · $890,800 (2022-12)
Benefits paid
$852,119 Dec 31, 2024 reported Form 5500
$767,670 (2023-12) · $772,582 (2022-12)
Net investment income
$-31,098 Dec 31, 2024 reported Form 5500
$45,493 (2023-12) · $35,869 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024694n/an/an/a$285,570n/an/an/a
2023 to Dec 31, 2023714n/an/an/a$322,633n/an/an/a
2022 to Dec 31, 2022747n/an/an/a$272,993n/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Frank M. Vaccaro & Associates, Inc codes 13 50 $31,200 PY2024
  • Novak Francella LLC codes 10 50 $14,000 PY2024
  • Slevin & Hart, P.C. codes 29 50 $11,424 PY2024
  • US Bank codes 19 50 $10,243 PY2024
  • Proskauer Rose LLP codes 29 50 $32,533 PY2023
  • Frank M. Vaccaro & Associates, Inc codes 13 50 $31,200 PY2023
  • Novak Francella LLC codes 10 50 $14,000 PY2023
  • Cheiron, Inc. codes 11 50 $12,831 PY2023
  • US Bank codes 19 50 $10,608 PY2023
  • Frank M. Vaccaro & Associates, Inc codes 13 50 $31,200 PY2022
  • Proskauer Rose LLP codes 29 50 $24,374 PY2022
  • Novak Francella LLC codes 10 50 $14,000 PY2022
  • US Bank codes 19 50 $11,013 PY2022
What changed
2 events
  • Dec 31, 2024Assets changed
    Ufcw Local 1262 and Employers Non Food Pension Fund total assets $322,633 -> $285,570 (-11.5%, 2023-12-31 to 2024-12-31)
  • Dec 31, 2023Assets changed
    Ufcw Local 1262 and Employers Non Food Pension Fund total assets $272,993 -> $322,633 (+18.2%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226181292-002
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.