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

Teamsters Local Union No. 716 Pension Plan

Taft-Hartley planIndianapolis, IN
Assets
$103M
Total assets, Mar 31, 2025 reported
Funded
85.1%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: JT Board of Trustees Teamsters
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.3%
  • Corporate debt instruments (other) 18.8%
  • U.S. Government securities 5.2%
  • Registered investment companies 1.3%
  • Common stock 71.7%
  • Preferred stock 1.4%
Consultants and advisers
2 firms
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
30 readings
Total assets
$103M Mar 31, 2025 reported Form 5500
$101M (2024-03) · $91.3M (2023-03)
Plan assets
$101M Apr 1, 2024 reported Form 5500
$91.3M (2023-04) · $98.4M (2022-04)
Net assets
$103M Mar 31, 2025 reported Form 5500
$101M (2024-03) · $91.3M (2023-03)
Funded ratio
85.1% Apr 1, 2024 reported Form 5500
86.5% (2023-04) · 86.2% (2022-04)
Participants
2,262 Apr 1, 2024 reported Form 5500
2,262 (2023-04) · 2,190 (2022-04)
Contributions
$4.9M Mar 31, 2025 reported Form 5500
$5.3M (2024-03) · $4.9M (2023-03)
Benefits paid
$7.8M Mar 31, 2025 reported Form 5500
$7.6M (2024-03) · $7.3M (2023-03)
Net investment income
$1.2M Mar 31, 2025 reported Form 5500
$10.1M (2024-03) · $-7.1M (2023-03)
Investment management fees
$484,371 Mar 31, 2025 reported Form 5500
$438,471 (2024-03) · $429,590 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20252,262n/an/an/a$103Mn/an/an/a
2023 to Mar 31, 20242,262n/an/an/a$101Mn/an/an/a
2022 to Mar 31, 20232,190n/an/an/a$91.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Apr 1, 2024Assets changed
    Teamsters Local Union No. 716 Pension Plan plan assets $91M -> $101M (+11.1%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Assets changed
    Teamsters Local Union No. 716 Pension Plan total assets $91M -> $101M (+11.1%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 510175810-002
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.