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

Transportation Communications Union Pension Fund

Taft-Hartley planRoseland, NJ
Assets
$69.5M
Total assets, Dec 31, 2024 reported
Funded
94.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Trustees of Transportation Comm International Union Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Non-interest-bearing cash 0.5%
  • Corporate debt instruments (other) 13.4%
  • U.S. Government securities 20.9%
  • Other investments 1.0%
  • Registered investment companies 62.7%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 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
$69.5M Dec 31, 2024 reported Form 5500
$63.4M (2023-12) · $55.6M (2022-12)
Plan assets
$63.3M Jan 1, 2024 reported Form 5500
$55.6M (2023-01) · $66.6M (2022-01)
Net assets
$69.5M Dec 31, 2024 reported Form 5500
$63.3M (2023-12) · $55.6M (2022-12)
Funded ratio
94.4% Jan 1, 2024 reported Form 5500
97.2% (2023-01) · 98.7% (2022-01)
Participants
2,816 Jan 1, 2024 reported Form 5500
2,747 (2023-01) · 2,653 (2022-01)
Contributions
$3.8M Dec 31, 2024 reported Form 5500
$3.4M (2023-12) · $3.6M (2022-12)
Benefits paid
$4.2M Dec 31, 2024 reported Form 5500
$3.7M (2023-12) · $3.6M (2022-12)
Net investment income
$6.1M Dec 31, 2024 reported Form 5500
$7.8M (2023-12) · $-11.0M (2022-12)
Investment management fees
$94,322 Dec 31, 2024 reported Form 5500
$86,368 (2023-12) · $100,854 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,816n/an/an/a$69.5Mn/an/an/a
2023 to Dec 31, 20232,747n/an/an/a$63.4Mn/an/an/a
2022 to Dec 31, 20222,653n/an/an/a$55.6Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Consultant changedinference
    Lasalle Consulting Partners no longer appears on Transportation Communications Union Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with Lasalle Consulting Partnersaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    MR. Microchip no longer appears on Transportation Communications Union Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
    with MR Microchip Software Center Incaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Transportation Communications Union Pension Fund funded ratio 97.2% -> 94.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Transportation Communications Union Pension Fund plan assets $56M -> $63M (+14.0%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Transportation Communications Union Pension Fund total assets $56M -> $63M (+14.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Transportation Communications Union Pension Fund plan assets $67M -> $56M (-16.6%, 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 166114794-001
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.