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
Teamsters Local 617 Pension Fund
Taft-Hartley planRidgefield, NJ
Assets
$161M
Total assets, Feb 28, 2025 reported
Funded
1.2%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Board of Trustees of Teamsters Local 617 Pension Fund
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.7%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 89.3%
- U.S. Government securities 4.9%
- Real estate (other than employer real property) 0.7%
Consultants and advisers
4 firms
- Segal Marco Advisors Investment adviser (plan)through Feb 28, 2023 Form 5500
- Loomis Sayles Investment adviser (plan)through Feb 28, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Feb 28, 2023 Form 5500
- Bank of America Custodianthrough Feb 28, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Amalgamated Bankplan years 2025
- Loomis Saylesplan years 2024
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
28 readings
Investment management fees
$248,988 (2024-02) · $72,104 (2023-02)
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 Feb 28, 2025 | 789 | n/a | n/a | n/a | $161M | n/a | n/a | $1.1M |
| 2023 to Feb 29, 2024 | 815 | n/a | n/a | n/a | $163M | n/a | n/a | $1.1M |
| 2022 to Feb 28, 2023 | 837 | n/a | n/a | n/a | $166M | n/a | n/a | $1.3M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Loomis Sayles Company codes 28 50 $218,612 PY2024
- Patricia Depascale codes 30 50 $126,609 PY2024
- First Actuarial Consulting Team LLC codes 11 50 $69,033 PY2024
- Slevin & Hart, P.C. codes 29 $60,928 PY2024
- Groom Law Group codes 29 50 $54,643 PY2024
- Segal Marco Advisors codes 27 50 $45,000 PY2024
- Amalgamated Bank of Chicago codes 28 49 51 $37,670 PY2024
- Janemarie Scarzafava codes 30 50 $32,242 PY2024
- Mspc codes 10 50 $25,493 PY2024
- Bridgeway Benefit Technologies codes 50 70 99 $10,592 PY2024
- Gerald Wesbecker codes 20 50 $9,000 PY2024
- Anthony Sidoti codes 20 50 $9,000 PY2024
- William Mckeever codes 20 50 $9,000 PY2024
- Burton Trebour codes 20 50 $7,500 PY2024
- First Actuarial Consulting, Inc. codes 11 PY2024
- Loomis Sayles Company codes 28 50 $203,988 PY2023
- Patricia Depascale codes 30 50 $116,736 PY2023
- Slevin & Hart, P.C. codes 29 50 $110,657 PY2023
- First Actuarial Consulting Team LLC codes 11 50 $61,644 PY2023
- Segal Marco Advisors codes 27 50 $45,000 PY2023
- Janemarie Scarzafava codes 30 50 $31,080 PY2023
- Bridgeway Benefit Technologies codes 50 70 99 $16,246 PY2023
- Anthony Sidoti codes 20 50 $9,000 PY2023
- Gerald Wesbecker codes 20 50 $9,000 PY2023
- William Mckeever codes 20 50 $9,000 PY2023
- Burton Trebour codes 20 50 $9,000 PY2023
- William Distelcamp codes 20 50 $7,500 PY2023
- Mspc codes 10 50 $7,483 PY2023
- Bank of America codes 19 50 51 64 $5,881 PY2023
- First Actuarial Consulting, Inc. codes 11 PY2023
- Patricia Depascale codes 30 50 $111,953 PY2022
- First Actuarial Consulting Team LLC codes 11 50 $74,872 PY2022
- Slevin & Hart, P.C. codes 29 50 $61,645 PY2022
- Bank of America codes 19 50 51 64 $42,914 PY2022
- Segal Marco Advisors codes 27 50 $33,750 PY2022
- Mspc codes 10 50 $26,608 PY2022
- Janemarie Scarzafava codes 30 50 $26,479 PY2022
- Innovative Software Solutions, Inc. codes 15 50 $10,980 PY2022
- Loomis Sayles Company codes 27 50 $9,510 PY2022
- First Actuarial Consulting, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2024Manager relationship startedAmalgamated Bank of Chicago appears on Teamsters Local 617 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Amalgamated Bankaskebsa.dol.gov
- Mar 1, 2024Assets changedTeamsters Local 617 Pension Fund plan assets $1M -> $1M (+12.0%, 2023-03-01 to 2024-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 237356773-001
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.