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
Indiana Teamsters Pension Plan
Taft-Hartley planIndianapolis, IN
Assets
$101M
Total assets, Dec 31, 2024 reported
Funded
115.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of the Indiana Teamsters Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.4%
- Corporate debt instruments (other) 11.9%
- U.S. Government securities 5.7%
- Other investments 4.3%
- Registered investment companies 51.6%
- Common stock 22.5%
- Preferred stock 1.4%
- Real estate (other than employer real property) 0.1%
Consultants and advisers
5 firms
- Bridgeway Benefit Technologies General consultantthrough Dec 31, 2023 Form 5500
- Alatek General consultantthrough Dec 31, 2022 Form 5500
- Paramount Health General consultantthrough Dec 31, 2022 Form 5500
- Charles Schwab Trust Bank Custodianthrough Dec 31, 2022 Form 5500
- United Actuarial Services, Inc. Actuarythrough Dec 31, 2022 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)
- Otley Investment Fiduciary Solutionplan years 2023
- Sanctuary Advisors, LLCplan years 2022
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
Investment management fees
$362,948 (2023-12) · $314,614 (2022-12)
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 | 1,822 | n/a | n/a | n/a | $101M | n/a | n/a | $131,281 |
| 2023 to Dec 31, 2023 | 1,717 | n/a | n/a | n/a | $88.7M | n/a | n/a | $86,495 |
| 2022 to Dec 31, 2022 | 1,719 | n/a | n/a | n/a | $74.9M | n/a | n/a | $88,118 |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Otley Investment Fiduciary Solution codes 28 33 50 60 71 $395,237 PY2024
- Paramount Health codes 10 50 $37,270 PY2024
- Charles Schwab Trust Bank codes 19 21 50 $33,701 PY2024
- Pile CPAS codes 10 50 $33,000 PY2024
- Bridgeway Benefit Technologies codes 16 $28,495 PY2024
- United Actuarial Services codes 11 50 $25,100 PY2024
- Ledbetter Partners, LLC codes 29 $10,267 PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- Otley Investment Fiduciary Solution codes 28 33 50 60 71 $362,938 PY2023
- Katz Sapper & Miller codes 10 50 $40,500 PY2023
- Paramount Health codes 10 16 50 $36,000 PY2023
- Charles Schwab Trust Bank codes 19 21 50 $29,618 PY2023
- United Actuarial Services codes 11 50 $28,868 PY2023
- Ledbetter Parisi, LLC codes 29 $22,800 PY2023
- Bridgeway Benefit Technologies codes 16 $9,633 PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- Sanctuary Advisors, LLC codes 28 33 50 60 71 $314,614 PY2022
- Katz, Sapper & Miller codes 10 50 $36,750 PY2022
- Paramount Health codes 10 16 50 $36,000 PY2022
- Charles Schwab Trust Bank codes 19 21 50 $28,955 PY2022
- United Actuarial Services codes 11 50 $23,000 PY2022
- Alatek codes 16 50 $18,750 PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferenceParamount Health no longer appears on Indiana Teamsters Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Paramount Healthaskebsa.dol.gov
- Dec 31, 2024Assets changedIndiana Teamsters Pension Plan total assets $89M -> $101M (+13.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedIndiana Teamsters Pension Plan plan assets $75M -> $89M (+18.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceBridgeway Benefit Technologies appears on Indiana Teamsters Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Bridgeway Benefit Technologiesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAlatek no longer appears on Indiana Teamsters Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Alatekaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedOtley Investment Fiduciary Solution appears on Indiana Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Otley Investment Fiduciary Solutionaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSanctuary Advisors, LLC no longer appears on Indiana Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Sanctuary Advisors, LLCaskebsa.dol.gov
- Dec 31, 2023Assets changedIndiana Teamsters Pension Plan total assets $75M -> $89M (+18.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIndiana Teamsters Pension Plan funded ratio 118.3% -> 114.8% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351792964-001
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.