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
Bindery Industry Pension Plan
Taft-Hartley planHorsham, PA
Assets
$445,247
Total assets, Dec 31, 2024 reported
Funded
3.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of Bindery Industry Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 97.6%
- Registered investment companies 0.0%
Consultants and advisers
5 firms
- RAE Consulting Actuarythrough Dec 31, 2024 Form 5500
- RAE Group LLC Actuarythrough Dec 31, 2023 Form 5500
- Richard Gabriel Associates Actuarythrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
- Ronald C. Stokes Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
27 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 630 | n/a | n/a | n/a | $445,247 | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 657 | n/a | n/a | n/a | $452,298 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 686 | n/a | n/a | n/a | $540,243 | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- RAE Group, LLC codes 11 13 17 38 50 $71,000 PY2024
- Fischer Dorwart, P.C. codes 10 50 $12,500 PY2024
- Markowitz & Richman codes 29 50 $10,500 PY2024
- US Bank, N.A. codes 15 18 19 50 $8,824 PY2024
- RAE Consulting codes 11 PY2024
- RAE Group, LLC codes 11 13 17 38 50 $91,956 PY2023
- Markowitz & Richman codes 29 50 $17,220 PY2023
- Fischer Dorwart, P.C. codes 10 50 $12,500 PY2023
- US Bank, N.A. codes 15 18 19 50 $8,936 PY2023
- RAE Group LLC codes 11 PY2023
- Richard Gabriel Associates codes 11 13 17 38 50 $64,500 PY2022
- Markowitz & Richman codes 29 50 $13,190 PY2022
- Fischer Dorwart, P.C. codes 10 50 $12,500 PY2022
- US Bank, N.A. codes 15 18 19 50 $8,876 PY2022
- Ronald C. Stokes codes 11 PY2022
What changed
3 events
- Dec 31, 2023Consultant changedinferenceRAE Group, LLC appears on Bindery Industry Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with RAE Group LLCaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRichard Gabriel Associates no longer appears on Bindery Industry Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Richard Gabriel Associatesaskebsa.dol.gov
- Dec 31, 2023Assets changedBindery Industry Pension Plan total assets $540,243 -> $452,298 (-16.3%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236209755-001
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.