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
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund
Taft-Hartley planCumberland, MD
Assets
$9.1M
Total assets, Dec 31, 2024 reported
Funded
50.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: JT Bd of Tr Cumb MD Teamsters Const. Ind. & Misc. Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 3.6%
- Insurance company general account 18.1%
- Registered investment companies 45.1%
- Common stock 31.3%
Consultants and advisers
3 firms
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Dec 31, 2022 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
30 readings
Net investment income
$-138,227 (2023-12) · $-2.5M (2022-12)
Investment management fees
$55,543 (2023-12) · $73,639 (2022-12)
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 Dec 31, 2024 | 101 | n/a | n/a | n/a | $9.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 105 | n/a | n/a | n/a | $9.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 117 | n/a | n/a | n/a | $9.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney, LLC codes 19 27 33 49 50 71 72 99 $48,055 PY2024
- Bolton Partners, Inc. codes 11 50 $46,829 PY2024
- Associated Administrators, LLC codes 13 50 $45,437 PY2024
- Turnbull, Hoover, & Kahl, P.A. codes 10 50 $35,950 PY2024
- Empower Annuity Insurance Company codes 23 50 $7,408 PY2024
- Foreside Fundvantage - Polen Growth codes 49 99 PY2024
- Advisors Inner Circle - Gqg Partner codes 49 99 PY2024
- Bolton Partners, Inc. codes 11 PY2024
- Bolton Partners, Inc. codes 11 50 $103,775 PY2023
- Morgan Stanley Smith Barney, LLC codes 19 27 33 49 50 71 72 99 $48,298 PY2023
- Associated Administrators, LLC codes 13 50 $44,499 PY2023
- Turnbull, Hoover, & Kahl, P.A. codes 10 50 $40,250 PY2023
- Int'l Brotherhood of Teamsters 453 codes 15 50 $10,141 PY2023
- Beins, Axelrod, P.C. codes 29 50 $9,620 PY2023
- Prudential Retirment Ins. & Ann. Co codes 23 50 $7,245 PY2023
- Advisors Inner Circle - Gqg Partner codes 15 49 64 99 PY2023
- Foreside Fundvantage - Polen Growth codes 15 49 64 99 PY2023
- Bolton Partners, Inc. codes 11 PY2023
- Morgan Stanley Smith Barney codes 19 27 33 49 50 71 72 99 $65,920 PY2022
- Associated Administrators, LLC codes 13 50 $42,039 PY2022
- Bolton Partners, Inc. codes 11 50 $33,536 PY2022
- Turnbull, Hoover, & Kahl, P.A. codes 10 50 $31,550 PY2022
- Int'l Brotherhood of Teamsters 453 codes 15 50 $13,427 PY2022
- Prudential Retirment Ins. & Ann. Co codes 23 50 $7,719 PY2022
- Advisors Inner Circle - Gqg Partner codes 15 49 64 99 PY2022
- Foreside Fundvantage - Polen Growth codes 15 49 64 99 PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedCumberland MD Teamsters Const. Ind. & Misc. Pension Fund funded ratio 53.8% -> 50.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCumberland MD Teamsters Const. Ind. & Misc. Pension Fund funded ratio 65.9% -> 53.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCumberland MD Teamsters Const. Ind. & Misc. Pension Fund plan assets $12M -> $10M (-20.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526072966-001
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.