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
Ufcw Union Local 919 & Contributing Employers Non-Food Pension Fund
Taft-Hartley planWest Trenton, NJ
Assets
$406,340
Total assets, Aug 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: Ufcw Union Local 919 & Contrib Empl Non-Food Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 100.0%
Consultants and advisers
2 firms
- RAE Group LLC Actuarythrough Aug 31, 2025 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Aug 31, 2023 Form 5500
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
15 readings
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 Aug 31, 2025 | 900 | n/a | n/a | n/a | $406,340 | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 954 | n/a | n/a | n/a | $573,091 | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 979 | n/a | n/a | n/a | $535,943 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- IE Shaffer & Co. codes 14 50 $67,376 PY2024
- Larry Magarik, Esq codes 20 50 $18,045 PY2024
- RAE Group LLC codes 11 50 $9,870 PY2024
- Semo Law Group codes 29 50 $9,150 PY2024
- Baratz & Associates codes 10 50 $7,000 PY2024
- The Segal Company codes PY2024
- IE Shaffer & Co. codes 14 50 $64,500 PY2023
- The Segal Company codes 11 17 50 $14,880 PY2023
- Larry Magarik, Esq codes 20 50 $14,180 PY2023
- Baratz & Associates codes 10 50 $7,400 PY2023
- IE Shaffer & Co. codes 14 50 $60,000 PY2022
- The Segal Company codes 11 17 50 $21,085 PY2022
- Larry Magarik, Esq codes 20 50 $7,740 PY2022
- Baratz & Associates codes 10 50 $6,000 PY2022
What changed
2 events
- Aug 31, 2025Assets changedUfcw Union Local 919 & Contributing Employers Non-Food Pension Fund total assets $573,091 -> $406,340 (-29.1%, 2024-08-31 to 2025-08-31)
- Dec 31, 2024Consultant changedinferenceThe Segal Company no longer appears on Ufcw Union Local 919 & Contributing Employers Non-Food Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516129060-001
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.