United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund
Taft-Hartley plan, based in Hauppauge, New York, reporting $32.3M in assets, for 364 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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).
1 more adviser, 2 more managers and 18 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Largecap 1000 Growth Index3 commitments
- Separate Account J3 commitments
- Blackrock Msci Acwi Ex-Us Index Fd3 commitments
- Amalgamated Bank6 commitments
- Amalgamated Bank of New York6 commitments
- Ullico Investment Advisors, Inc.3 commitments
Relationship network
37 connected entities21 observed commitments13 repeat counterparties19 dated commitments shown here, 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
- 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 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
- Hess Technology Consulting, Inc. General consultantthrough Dec 31, 2024 Form 5500
- Reynolds Consulting Services, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2024 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Amalgamated Bank6 rows, latest Dec 31, 2024
- Amalgamated Bank of New York6 rows, latest Dec 31, 2024
- Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Blackrockplan years
- Amalgamated Bankplan years
- Prudential Retirement & Annuity Insplan years 2022
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceHess 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 changedUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund total assets $29M -> $32M (+11.0%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Assets changedUnited Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund plan assets $29M -> $25M (-11.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Largecap 1000 Growth Indexcollective trust | Amalgamated Bank | Pooled vehicles | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Blackrock Msci Acwi Ex-Us Index Fdcollective trust | Blackrock | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 364 | Not disclosed | Not disclosed | n/a | $32.3M | $3.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 364 | Not disclosed | Not disclosed | n/a | $29.1M | $3.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 352 | Not disclosed | Not disclosed | n/a | $26.9M | $3.8M | Not disclosed | Not disclosed |
- Virginia & Ambinder, LLP codes 29 50 $61,115 PY2024
- The Mckeogh Company codes 11 50 $54,000 PY2024
- Citrin Cooperman Advisors LLC codes 10 50 $35,996 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
United Union of Roofers, Waterproofers & Allied Workers, Local 154 Pension Fund sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
- Total assets changed2023-01-01source on record
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
+12 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.