Communications Workers Local 1109 Pension Fund
Taft-Hartley plan, based in Brooklyn, New York, reporting $27.3M in assets, for 911 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, Communications Workers Local 1109 Pension Fund funded ratio 57.6% -> 55.1% (2023-10-01 to 2024-10-01).
1 more manager and 7 more commitments
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- Marco Consulting Group - Fixed Inco3 commitments
- Multi-Employer Property Trust3 commitments
- Equity Group Trust3 commitments
- Segal Marco Consulting3 commitments
- NEW Tower Trust Company3 commitments
- Segal Advisors, Inc.3 commitments
Relationship network
22 connected entities10 observed commitments7 repeat counterpartiescommitments 2023 to 2025
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
- Interest-bearing cash 0.9%
- Non-interest-bearing cash 1.2%
- Partnership/joint venture interests 5.1%
- Common/collective trusts 90.4%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Sep 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Segal Marco Consulting3 rows, latest Sep 30, 2025
- NEW Tower Trust Company3 rows, latest Sep 30, 2025
- Segal Advisors, Inc.3 rows, latest Sep 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Segal Advisors, Inc.plan years
- Invesco Trust Companyplan years
What changed
- Oct 1, 2024Funded status changedCommunications Workers Local 1109 Pension Fund funded ratio 57.6% -> 55.1% (2023-10-01 to 2024-10-01)
- Sep 30, 2024Holding endedinferenceCommunications Workers Local 1109 Pension Fund no longer reports Invesco Macro Allocation Strategy (last held $2M at 2023-09-30; absent from the 2024-09-30 filing)with Invesco Macro Allocation Strategyaskebsa.dol.gov
- Oct 1, 2023Funded status changedCommunications Workers Local 1109 Pension Fund funded ratio 61.9% -> 57.6% (2022-10-01 to 2023-10-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Marco Consulting Group - Fixed Incocollective trust | Segal Marco Consulting | Fixed income | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $691,344 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Equity Group Trustcollective trust | Segal Advisors, Inc. | Public equity | $4.7M held | Disclosed holding | askebsa.dol.gov |
+7 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Sep 30, 2025 | 911 | Not disclosed | Not disclosed | n/a | $27.3M | $1.4M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 916 | Not disclosed | Not disclosed | n/a | $28.9M | $2.5M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 918 | Not disclosed | Not disclosed | n/a | $27.9M | $2.7M | Not disclosed | Not disclosed |
- Milliman codes 11 $122,225 PY2024
- Segal Marco Advisors codes 27 28 $100,000 PY2024
- PKF O'Connor Davies LLP codes 10 $83,804 PY2024
+32 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
Communications Workers Local 1109 Pension Fund sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-10-01source on record
- Holding in a pooled vehicle ended2024-09-30source on record
- Funded status changed2023-10-01source 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
+5 connections on the graph
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