United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan
Taft-Hartley plan, based in Atlanta, Georgia, reporting $2.0B in assets, for 9,317 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Panagora Asset Management no longer appears on United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023).
4 more advisers, 10 more managers, 31 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Ullico Infrastructure Tax Exempt Fu3 commitments
- Oaktree Middle-Market Direct Lendin3 commitments
- Bnym Mellon Db Sl Stock Index Fund3 commitments
- BNY Mellon6 commitments
- Ullico Investment Advisors3 commitments
- Oaktree Capital Management, LP3 commitments
Relationship network
66 connected entities34 observed commitments22 repeat counterparties20 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Other investments 8.7%
- Partnership/joint venture interests 22.2%
- 103-12 investment entities 7.3%
- Common/collective trusts 52.5%
- Registered investment companies 8.6%
Consultants and advisers
- Alan Biller and Associates Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Marco Advisors General consultantthrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- BNY Mellon6 rows, latest Dec 31, 2024
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
- Oaktree Capital Management, LP3 rows, latest Dec 31, 2024
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- LSV Asset Managementplan years
- Oaktree Capital Management, LPplan years
- Invesco Trust Companyplan years
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferencePanagora Asset Management no longer appears on United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Panagora Asset Management, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedUnited Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan total assets $1.8B -> $2.0B (+10.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedUnited Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan funded ratio 89.7% -> 94.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedUnited Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan plan assets $1.6B -> $1.8B (+12.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceUnited Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan no longer reports Panagora Group Trust Risk Parity (Panagora Investment Manager) (last held $53M at 2022-12-31; absent from the 2023-12-31 filing)with Panagora Investment Manageraskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | LSV International (acwi Ex US) Valucollective trust | LSV Asset Management | Pooled vehicles | $55.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $30.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | William Blair Small-Mid Cap Core Cocollective trust | William Blair Investment Management | Pooled vehicles | $65.3M held | Disclosed holding | askebsa.dol.gov |
+31 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 9,317 | Not disclosed | Not disclosed | n/a | $2.0B | $445M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 9,357 | Not disclosed | Not disclosed | n/a | $1.8B | $355M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 9,176 | Not disclosed | Not disclosed | n/a | $1.6B | $169M | Not disclosed | Not disclosed |
- Alan Biller & Associates codes 27 50 $1.4M PY2024
- Jpmorgan Chase Bank, N.A. codes 24 27 28 50 51 $634,520 PY2024
- Arrowstreet Capital, LP codes 28 50 51 $558,127 PY2024
+88 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+8 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+15 connections on the graph
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