Amalgamated Transit Workers Local 854 Pension Fund
Taft-Hartley plan, based in Valley Stream, New York, reporting $19.8M in assets, for 1,558 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Amalgamated Transit Workers Local 854 Pension Fund total assets $12M -> $20M (+59.3%, 2023-05-31 to 2025-05-31).
1 more adviser
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Relationship network
15 connected entities
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.
- 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
- Interest-bearing cash 0.7%
- Partnership/joint venture interests 6.5%
- Registered investment companies 90.5%
Consultants and advisers
- KBA 74 Actuarythrough May 31, 2025 Form 5500
- Keystone 74 Benefits and Admin Actuarythrough May 31, 2025 Form 5500
- Cbiz Ris Actuarythrough May 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Quan Vest Consultantsplan years 2025
What changed
- May 31, 2025Assets changedAmalgamated Transit Workers Local 854 Pension Fund total assets $12M -> $20M (+59.3%, 2023-05-31 to 2025-05-31)
- Jun 1, 2024Assets changedAmalgamated Transit Workers Local 854 Pension Fund plan assets $7M -> $16M (+132.2%, 2022-06-01 to 2024-06-01)
Commitments
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 May 31, 2025 | 1,558 | Not disclosed | Not disclosed | n/a | $19.8M | $1.3M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 1,522 | Not disclosed | Not disclosed | n/a | $12.4M | Not disclosed | Not disclosed | Not disclosed |
- Mccarthy & Preece codes 29 50 $60,000 PY2024
- Priscilla Farduchi codes 15 50 $51,464 PY2024
- Joseph Giovinco codes 14 50 $26,496 PY2024
+12 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Total assets changed2025-05-31source on record
- Total assets changed2024-06-01source on record
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
+6 connections on the graph
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