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
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund
Taft-Hartley planSilver Spring, MD
Assets
$126M
Total assets, Dec 31, 2024 reported
Funded
127.7%
Sep 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.5%
- Registered investment companies 98.8%
- Real estate (other than employer real property) 0.2%
Consultants and advisers
3 firms
- The Segal Co. (eastern States) Inc. General consultantthrough Dec 31, 2024 Form 5500
- Bolton Partners, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Principal Custody Solutions Custodianthrough Dec 31, 2022 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)
- Bolton Parnters Inv Consultingplan years 2022
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
$32,304 (2023-12) · $39,477 (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 | 971 | n/a | n/a | n/a | $126M | n/a | n/a | $281,800 |
| 2023 to Dec 31, 2023 | 636 | n/a | n/a | n/a | $112M | n/a | n/a | $273,267 |
| 2022 to Dec 31, 2022 | 630 | n/a | n/a | n/a | $97.2M | n/a | n/a | $264,733 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bolton Partners, Inc codes 11 50 $43,238 PY2024
- O'Donoghue and O'Dononghue codes 29 50 $42,697 PY2024
- Benefits Administration Corp. codes 12 50 $39,564 PY2024
- Bolton Partners Invst Consg Group codes 50 51 $38,271 PY2024
- Sarfino and Rhoades, LLP codes 10 50 $30,850 PY2024
- The Segal Company, Inc. codes 16 50 $10,135 PY2024
- Principal Custody Solutions codes 19 50 51 $7,702 PY2024
- Bolton Partners, Inc. codes 11 PY2024
- O'Donoghue and O'Dononghue codes 29 50 $120,349 PY2023
- Benefits Administration Corp. codes 12 50 $44,004 PY2023
- Bolton Partners, Inc codes 11 50 $37,258 PY2023
- Bolton Partners Invst Consg Group codes 50 51 $32,304 PY2023
- Sarfino and Rhoades, LLP codes 10 50 $26,350 PY2023
- Principal Custody Solutions codes 19 50 51 $7,827 PY2023
- Bolton Partners, Inc. codes 11 PY2023
- O'Donoghue and O'Dononghue codes 29 50 $176,356 PY2022
- Iatse Local 22 codes 14 50 $41,340 PY2022
- Bolton Partners, Inc codes 11 50 $35,627 PY2022
- Sarfino and Rhoades, LLP codes 10 50 $33,900 PY2022
- Bolton Partners Invst Consg Group codes 50 51 $31,364 PY2022
- Benefits Administration Corp. codes 12 50 $17,197 PY2022
- Principal Custody Solutions codes 19 50 51 $8,113 PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Consultant changedinferenceThe Segal Company, Inc. appears on Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedInt'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund total assets $112M -> $126M (+12.6%, 2023-12-31 to 2024-12-31)
- Sep 1, 2024Funded status changedInt'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund funded ratio 144.3% -> 127.7% (2023-01-01 to 2024-09-01)
- Sep 1, 2024Assets changedInt'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund plan assets $97M -> $112M (+15.6%, 2023-01-01 to 2024-09-01)
- Dec 31, 2023Assets changedInt'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund total assets $97M -> $112M (+15.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedInt'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund plan assets $122M -> $97M (-20.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526152307-001
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.