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

Office & Professional Employees Iu Pension Plan

Taft-Hartley planNEW York, NY
Assets
$77.0M
Total assets, Dec 31, 2024 reported
Funded
95.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
1 managers on Schedule C
Plan sponsor: Office & Professional Employees International Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.6%
  • Other investments 3.9%
  • Partnership/joint venture interests 8.1%
  • Common/collective trusts 82.2%
  • Pooled separate accounts 0.0%
  • Registered investment companies 3.9%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$38.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$19.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$17,374 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$32.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$16,169 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Core Bond Fundcollective trustAmalgamated Bank of New YorkFixed income$17.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Daily Msci Eafe Index Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account 174separate accountAetna Life Insurance CompanyPooled vehicles$19,287 heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$77.0M Dec 31, 2024 reported Form 5500
$72.0M (2023-12) · $67.9M (2022-12)
Plan assets
$72.0M Jan 1, 2024 reported Form 5500
$67.9M (2023-01) · $82.4M (2022-01)
Net assets
$77.0M Dec 31, 2024 reported Form 5500
$72.0M (2023-12) · $67.9M (2022-12)
Funded ratio
95.1% Jan 1, 2024 reported Form 5500
98.7% (2023-01) · 98.2% (2022-01)
Participants
371 Jan 1, 2024 reported Form 5500
369 (2023-01) · 370 (2022-01)
Contributions
$2.7M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.3M (2022-12)
Benefits paid
$6.2M Dec 31, 2024 reported Form 5500
$6.0M (2023-12) · $5.9M (2022-12)
Net investment income
$5.0M Dec 31, 2024 reported Form 5500
$4.1M (2023-12) · $-14.5M (2022-12)
Investment management fees
$206,025 Dec 31, 2024 reported Form 5500
$198,325 (2023-12) · $228,419 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024371n/an/an/a$77.0M$6.2Mn/an/a
2023 to Dec 31, 2023369n/an/an/a$72.0M$6.9Mn/an/a
2022 to Dec 31, 2022370n/an/an/a$67.9M$8.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Office & Professional Employees Iu Pension Plan funded ratio 98.7% -> 95.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Aetna Life Insurance Company Total appears on Office & Professional Employees Iu Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Aetna Life Insurance Companyaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Office & Professional Employees Iu Pension Plan plan assets $82M -> $68M (-17.6%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 530175463-001
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.