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
Bakery Drivers Local 550 and Industry Pension Fund
Taft-Hartley planFloral Park, NY
Assets
$1.4M
Total assets, Oct 31, 2025 reported
Funded
1.0%
Nov 1, 2024
Private markets target
n/a
policy Oct 31, 2025
Commitments
0
none on the tape
Plan sponsor: BD of Trustees Bakery Drivers Local 550 and Industry Pension Fund
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.4%
- Non-interest-bearing cash 66.6%
Consultants and advisers
2 firms
- The Segal Co. (eastern States) Inc. Actuarythrough Oct 31, 2023 Form 5500
- Segal Actuarythrough Oct 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)
- Segal Marco Advisorsplan 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
$2,941 (2024-10) · $78,968 (2023-10)
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 Oct 31, 2025 | 1,012 | n/a | n/a | n/a | $1.4M | n/a | n/a | n/a |
| 2023 to Oct 31, 2024 | 1,055 | n/a | n/a | n/a | $1.4M | n/a | n/a | n/a |
| 2022 to Oct 31, 2023 | 1,094 | n/a | n/a | n/a | $1.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Weaver & Tidwell LLP codes 10 $48,954 PY2024
- Camille Luisi codes 14 $38,073 PY2024
- Lisa Compagna codes 30 $34,992 PY2024
- Administrative Service Professional codes 13 $29,367 PY2024
- Spivak Lipton,llp codes 29 $27,600 PY2024
- The Segal Company codes 11 $25,000 PY2024
- Segal codes 11 PY2024
- Weaver & Tidwell LLP codes 10 $52,651 PY2023
- Camille Luisi codes 14 $40,236 PY2023
- Lisa Compagna codes 30 $35,587 PY2023
- The Segal Company codes 11 $32,276 PY2023
- Spivak Lipton LLP codes 29 $27,600 PY2023
- Segal codes 11 PY2023
- Morgan Lewis codes 29 $539,146 PY2022
- The Segal Company codes 11 $226,534 PY2022
- Segal Marco Advisors codes 28 $77,961 PY2022
- Spivak Lipton,llp codes 29 $54,819 PY2022
- Weaver & Tidwell LLP codes 10 $33,000 PY2022
- Buchbinder Tunick & Company LLP codes 10 $13,413 PY2022
- Segal Select Insurance codes 53 $12,117 PY2022
- Equity Group Trust Sched. D E PY2022
- Fixed Income Group Trust Sched. D E PY2022
- Segal codes 11 PY2022
What changed
4 events
- Nov 1, 2024Assets changedBakery Drivers Local 550 and Industry Pension Fund plan assets $1M -> $1M (+13.0%, 2023-11-01 to 2024-11-01)
- Dec 31, 2023Manager relationship endedinferenceSegal Marco Advisors no longer appears on Bakery Drivers Local 550 and Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Segal Marco Advisorsaskebsa.dol.gov
- Nov 1, 2023Funded status changedBakery Drivers Local 550 and Industry Pension Fund funded ratio 6.3% -> 0.8% (2022-11-01 to 2023-11-01)
- Nov 1, 2023Assets changedBakery Drivers Local 550 and Industry Pension Fund plan assets $8M -> $1M (-87.6%, 2022-11-01 to 2023-11-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136626195-001
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.