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
Local 210's Pension Plan
Taft-Hartley planNEW York, NY
Assets
$67.6M
Total assets, Dec 31, 2024 reported
Funded
18.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
1 managers on Schedule C
Plan sponsor: BD of Trustees Local 210's Pension Plan C/o Savasta and Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.8%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 66.2%
- U.S. Government securities 6.6%
- Registered investment companies 15.2%
Consultants and advisers
4 firms
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
- O'Sullivan & Associates Actuarythrough Dec 31, 2022 Form 5500
- M&t Bank Custodianthrough Dec 31, 2022 Form 5500
- O'Sullivan Associates Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Amalgamated Bank1 rows, latest Dec 31, 2022
From Schedule C (investment management, code 28)
- Invesco Advisers, Inc.plan years 2024
- Johnson Asset Managementplan years 2022
- Boston Trust Walden Companyplan years 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$36,583 (2023-12) · $41,061 (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 | 3,749 | n/a | n/a | n/a | $67.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 3,851 | n/a | n/a | n/a | $69.2M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 3,887 | n/a | n/a | n/a | $20.8M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Savasta and Company Inc codes 13 64 $426,200 PY2024
- Invesco Advisers codes 51 $48,912 PY2024
- O'Sullivan Associates Inc codes 11 $47,275 PY2024
- Samuel Goldstein & Co., P.C. codes 10 $40,176 PY2024
- Weaver and Tidwell, L.L.P. codes 10 $35,860 PY2024
- Investment Consulting Services LLC codes 70 $21,500 PY2024
- M & T Investment Group codes 19 $7,396 PY2024
- O'Sullivan Associates codes 11 PY2024
- Savasta and Company Inc codes 13 64 $421,916 PY2023
- O'Sullivan Associates Inc codes 11 $50,215 PY2023
- Samuel Goldstein & Co., P.C. codes 10 $40,065 PY2023
- Investment Consulting Services LLC codes 70 $21,225 PY2023
- Buchbinder Tunick & Co codes 10 $15,247 PY2023
- Manning & Russo, LLC codes 29 $7,500 PY2023
- M & T Investment Group codes 19 $5,035 PY2023
- Longview Broad Market 3000 Index Fd Sched. D C PY2023
- O'Sullivan Associates codes 11 PY2023
- Savasta and Company Inc codes 13 $416,400 PY2022
- Buchbinder Tunick & Co codes 10 $58,822 PY2022
- Horizon Actuarial Services, LLC codes 11 $42,611 PY2022
- Samuel Goldstein & Co., P.C. codes 10 $40,315 PY2022
- O'Sullivan Associates Inc codes 11 $34,310 PY2022
- Investment Consulting Services LLC codes 70 $20,400 PY2022
- Manning & Russo, LLC codes 29 $12,525 PY2022
- Johnson Asset Management codes 28 51 $7,758 PY2022
- Boston Trust & Investment Managemen codes 28 51 $6,743 PY2022
- M & T Investment Group codes 19 PY2022
- AB Longview 3000 Index Fd Sched. D C $4.4M PY2022
- O'Sullivan Associates codes 11 PY2022
What changed
6 events
- Jan 1, 2024Assets changedLocal 210's Pension Plan plan assets $15M -> $14M (-10.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceJohnson Asset Management no longer appears on Local 210's Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Johnson Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBoston Trust & Investment Managemen no longer appears on Local 210's Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Boston Trust Walden Companyaskebsa.dol.gov
- Dec 31, 2023Assets changedLocal 210's Pension Plan total assets $21M -> $69M (+232.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedLocal 210's Pension Plan funded ratio 27.1% -> 18.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLocal 210's Pension Plan plan assets $21M -> $15M (-29.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 132562528-001
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.