Local 210's Pension Plan
Taft-Hartley plan, based in NEW York, New York, reporting $67.6M in assets, for 3,749 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Local 210's Pension Plan plan assets $15M -> $14M (-10.2%, 2023-01-01 to 2024-01-01).
1 more adviser and 1 more dated event
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 Broad Market 3000 Index Fu1 commitment
- Amalgamated Bank1 commitment
Relationship network
18 connected entities1 observed commitmentcommitments 2022
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
- 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
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Amalgamated Bank1 row, latest Dec 31, 2022
- Invesco Advisers, Inc.plan years 2024
- Johnson Asset Managementplan years 2022
- Boston Trust Walden Companyplan years 2022
What changed
- 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)
+1 more dated event
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, 2022 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
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 | 3,749 | Not disclosed | Not disclosed | n/a | $67.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,851 | Not disclosed | Not disclosed | n/a | $69.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,887 | Not disclosed | Not disclosed | n/a | $20.8M | Not disclosed | Not disclosed | Not disclosed |
- 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
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2024-01-01source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+3 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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