1199seiu Home Care Employees Pension Fund
Taft-Hartley plan, based in NEW York, New York, reporting $569M in assets, for 97,338 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Bencom, LLC no longer appears on 1199seiu Home Care Employees Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 7 more managers, 34 more commitments and 2 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- CF Tcw Emerging Markets Fixed Incom3 commitments
- Collective Short Term Investment Fd3 commitments
- Hipep VII Partnership Fund LP3 commitments
- Western Asset Mgmt Company, LLC12 commitments
- TCW Investment Management Company3 commitments
- Northern Trust Investments, Incorporated3 commitments
Relationship network
66 connected entities37 observed commitments22 repeat counterparties21 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
- Non-interest-bearing cash 0.4%
- Other investments 11.9%
- 103-12 investment entities 8.9%
- Common/collective trusts 17.8%
- Pooled separate accounts 1.0%
- Common stock 38.8%
- Real estate (other than employer real property) 19.8%
Consultants and advisers
- The Segal Group, Inc. General consultantActuarythrough Dec 31, 2023 Form 5500
- Pension Benefit Information, LLC General consultantthrough Dec 31, 2022 Form 5500
- Pricewaterhousecoopers Management C General consultantthrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Western Asset Mgmt Company, LLC12 rows, latest Dec 31, 2024
- TCW Investment Management Company3 rows, latest Dec 31, 2024
- Northern Trust Investments, Incorporated3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Harbourvest Partners LPplan years
- Western Asset Mgmt Company, LLCplan years 2022
- Northern Trust Investments, Incorporatedplan years
+14 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, 2024Consultant changedinferenceBencom, LLC no longer appears on 1199seiu Home Care Employees Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Bencom, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSegal Marco Advisors no longer appears on 1199seiu Home Care Employees Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Segal Marco Advisorsaskebsa.dol.gov
- Dec 31, 2023Holding endedinference1199seiu Home Care Employees Pension Fund no longer reports CF Alger Collective Trust Spectra (Alger) (last held $36M at 2022-12-31; absent from the 2023-12-31 filing)with Algeraskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePricewaterhousecoopers Management C no longer appears on 1199seiu Home Care Employees Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Pricewaterhousecoopers Management Caskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceThe Segal Company (eastern States) appears on 1199seiu Home Care Employees Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with The Segal Group, Inc.askebsa.dol.gov
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | CF Tcw Emerging Markets Fixed Incomcollective trust | TCW Investment Management Company | Fixed income | $19.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Collective Short Term Investment Fdcollective trust | Northern Trust Investments, Incorporated | Cash | $10.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hipep VII Partnership Fund LP103 12 ie | Harbourvest Partners LP | Pooled vehicles | $3.7M held | Disclosed holding | askebsa.dol.gov |
+34 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 | 97,338 | Not disclosed | Not disclosed | n/a | $569M | Not disclosed | Not disclosed | $113M |
| 2023 to Dec 31, 2023 | 96,861 | Not disclosed | Not disclosed | n/a | $554M | Not disclosed | Not disclosed | $34.3M |
| 2022 to Dec 31, 2022 | 97,676 | Not disclosed | Not disclosed | n/a | $498M | Not disclosed | Not disclosed | $40.0M |
- 1199seiu National Benefit Fund codes 99 $4.7M PY2024
- Kpmg LLP codes 10 $161,647 PY2024
- 3bf Partners LLC codes 99 $130,080 PY2024
+119 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
1199seiu Home Care Employees Pension Fund sits on 22 traced paths of capital across the graphs.
DFX traced 22 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+4 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
+28 connections on the graph
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