UFT & Uft Welfare Fund Employees Pension Plan
Corporate pension, based in NEW York, New York, reporting $334M in assets, for 1,192 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, UFT & Uft Welfare Fund Employees Pension Plan first reports an interest in Longview Largecap 1000 Growth Index: $35M at 2024-12-31.
3 more advisers, 7 more commitments and 8 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- Longview Largecap 500 Index Fund3 commitments
- Longview Core Bond Fund3 commitments
- Longview Largecap 1000 Value Index1 commitment
- Amalgamated Bank of New York8 commitments
- Amalgamated Bank2 commitments
Relationship network
26 connected entities10 observed commitments5 repeat counterpartiescommitments 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
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›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 basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.3%
- Corporate debt instruments (other) 2.2%
- Corporate debt instruments (preferred) 0.3%
- U.S. Government securities 7.3%
- Common/collective trusts 89.2%
Consultants and advisers
- MMA Asset Management LLC Investment adviser (plan)through Dec 31, 2023 Form 5500
- Wilmington Trust Investment Advisor Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Segal Group, Inc. Actuarythrough Dec 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Amalgamated Bank of New York8 rows, latest Dec 31, 2024
- Amalgamated Bank2 rows, latest Dec 31, 2024
- Amalgamated Bankplan years
What changed
- Dec 31, 2024Holding startedUFT & Uft Welfare Fund Employees Pension Plan first reports an interest in Longview Largecap 1000 Growth Index: $35M at 2024-12-31with Longview Largecap 1000 Growth Indexaskebsa.dol.gov
- Dec 31, 2024Holding startedUFT & Uft Welfare Fund Employees Pension Plan first reports an interest in Longview Largecap 1000 Value Index: $64M at 2024-12-31with Longview Largecap 1000 Value Indexaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceUFT & Uft Welfare Fund Employees Pension Plan no longer reports LV Large Cap 1000 Value Index Fund (Amalgamated Bank of New York) (last held $58M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceUFT & Uft Welfare Fund Employees Pension Plan no longer reports LV Large Cap 1000 Growth Index Fund (Amalgamated Bank of New York) (last held $30M at 2023-12-31; absent from the 2024-12-31 filing)with Amalgamated Bank of New Yorkaskebsa.dol.gov
- Dec 31, 2024Assets changedUFT & Uft Welfare Fund Employees Pension Plan total assets $296M -> $334M (+13.0%, 2023-12-31 to 2024-12-31)
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 1000 Value Indexcollective trust | Amalgamated Bank | Pooled vehicles | $64.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $34.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Largecap 500 Index Fundcollective trust | Amalgamated Bank of New York | Pooled vehicles | $100M 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.
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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 | 1,192 | $296M | $256M | 101.3% | $334M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,153 | $258M | $245M | 104.9% | $296M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,130 | $310M | $231M | 114.3% | $258M | Not disclosed | Not disclosed | Not disclosed |
- Amalgamated Bank of New York codes 19 51 52 $186,139 PY2024
- MMA Asset Management LLC codes 27 $128,989 PY2024
- Wilmington Trust Investment Advisor codes 27 $63,237 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
UFT & Uft Welfare Fund Employees Pension Plan 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+10 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
+8 connections on the graph
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