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

Road Carriers Local 707 Pension Fund

Taft-Hartley planHempstead, NY
Assets
$664M
Total assets, Jan 31, 2025 reported
Funded
3.5%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: Board of Trustees of the Road Carriers Local 707 Pension Fund
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.1%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 62.1%
  • U.S. Government securities 22.9%
  • Registered investment companies 5.0%
  • Common stock 4.7%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
8 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$664M Jan 31, 2025 reported Form 5500
$689M (2024-01) · $680M (2023-01)
Plan assets
$17.9M Feb 1, 2024 reported Form 5500
$9.4M (2023-02) · $3.3M (2022-02)
Net assets
$663M Jan 31, 2025 reported Form 5500
$687M (2024-01) · $680M (2023-01)
Funded ratio
3.5% Feb 1, 2024 reported Form 5500
1.5% (2023-02) · 0.5% (2022-02)
Participants
3,892 Feb 1, 2024 reported Form 5500
4,018 (2023-02) · 4,064 (2022-02)
Contributions
$2.6M Jan 31, 2025 reported Form 5500
$3.3M (2024-01) · $845M (2023-01)
Benefits paid
$48.9M Jan 31, 2025 reported Form 5500
$47.1M (2024-01) · $181M (2023-01)
Net investment income
$-24.2M Jan 31, 2025 reported Form 5500
$7.5M (2024-01) · $676M (2023-01)
Investment management fees
$1.2M Jan 31, 2025 reported Form 5500
$839,631 (2024-01) · $365,323 (2023-01)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jan 31, 20253,892n/an/an/a$664Mn/an/an/a
2023 to Jan 31, 20244,018n/an/an/a$689Mn/an/an/a
2022 to Jan 31, 20234,064n/an/an/a$680Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Dec 31, 2024Manager relationship started
    Loomis Sayles and Co., LP appears on Road Carriers Local 707 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    SLC Management, LLC appears on Road Carriers Local 707 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with SUN Life Financial U.S. Services Company, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Penn Mutual no longer appears on Road Carriers Local 707 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Penn Mutual Life Insurance Companyaskebsa.dol.gov
  • Feb 1, 2024Funded status changed
    Road Carriers Local 707 Pension Fund funded ratio 1.5% -> 3.5% (2023-02-01 to 2024-02-01)
    askebsa.dol.gov
  • Feb 1, 2024Assets changed
    Road Carriers Local 707 Pension Fund plan assets $9M -> $18M (+90.4%, 2023-02-01 to 2024-02-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Penn Mutual appears on Road Carriers Local 707 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Penn Mutual Life Insurance Companyaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Innovative Software Solutions Inc no longer appears on Road Carriers Local 707 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Innovative Software Solutions, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Bank of New York Mellon appears on Road Carriers Local 707 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Bank of New York Mellonaskebsa.dol.gov
  • Feb 1, 2023Assets changed
    Road Carriers Local 707 Pension Fund plan assets $3M -> $9M (+182.9%, 2022-02-01 to 2023-02-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516106510-001
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.