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

United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund

Taft-Hartley planHauppauge, NY
Assets
$32.3M
Total assets, Dec 31, 2024 reported
Funded
109.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
21
none on the tape
Plan sponsor: Board of Trustees Local 154 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.9%
  • Non-interest-bearing cash 0.3%
  • Insurance company general account 13.5%
  • Partnership/joint venture interests 9.6%
  • Common/collective trusts 66.0%
  • Pooled separate accounts 4.2%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$5.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$3.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock Msci Acwi Ex-Us Index Fdcollective trustGreat Gray Trust Company, LLCPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$6.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Blackrock Msci Acwi Ex-Us Index Fdcollective trustGreat Gray Trust Company, LLCPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 500 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Midcap 400 Index Fundcollective trustAmalgamated Bank of New YorkPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Blackrock Msci Acwi Ex-Us Index Fdcollective trustWilmington TrustPooled vehicles$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Multisector Full Disccollective trustLoomis SaylesPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Value Indexcollective trustAmalgamated BankPooled vehicles$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Longview Largecap 1000 Growth Indexcollective trustAmalgamated BankPooled vehicles$1.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$32.3M Dec 31, 2024 reported Form 5500
$29.1M (2023-12) · $26.9M (2022-12)
Plan assets
$27.4M Jan 1, 2024 reported Form 5500
$25.4M (2023-01) · $28.7M (2022-01)
Net assets
$32.2M Dec 31, 2024 reported Form 5500
$29.0M (2023-12) · $26.9M (2022-12)
Funded ratio
109.4% Jan 1, 2024 reported Form 5500
108.9% (2023-01) · 107.0% (2022-01)
Participants
364 Jan 1, 2024 reported Form 5500
364 (2023-01) · 352 (2022-01)
Contributions
$1.2M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.0M (2022-12)
Benefits paid
$1.4M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.4M (2022-12)
Net investment income
$3.2M Dec 31, 2024 reported Form 5500
$2.1M (2023-12) · $-3.6M (2022-12)
Investment management fees
$15,004 Dec 31, 2024 reported Form 5500
$12,508 (2023-12) · $84,189 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024364n/an/an/a$32.3M$3.1Mn/an/a
2023 to Dec 31, 2023364n/an/an/a$29.1M$3.3Mn/an/a
2022 to Dec 31, 2022352n/an/an/a$26.9M$3.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Consultant changedinference
    Hess Technology Consulting appears on United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Hess Technology Consulting, Inc.askebsa.dol.gov
  • Dec 31, 2024Assets changed
    United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund total assets $29M -> $32M (+11.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund plan assets $29M -> $25M (-11.7%, 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 111982624-001
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.