Teamster Affiliates Pension Plan
Taft-Hartley plan, based in Washington, District of Columbia, reporting $267M in assets, for 4,647 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Teamster Affiliates Pension Plan first reports an interest in Bnym Cf Sl Int'l Stock Index Fund: $17M at 2024-12-31.
2 more advisers, 4 more managers, 15 more commitments and 15 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Jpmcb Core Bond Fund3 commitments
- Jpmcb Strategic Property Fund3 commitments
- Pgim Real Estate U.S. Debt Fund S.A3 commitments
- JP Morgan Chase3 commitments
- J.P. Morgan Chase3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
48 connected entities18 observed commitments11 repeat counterparties11 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 0.8%
- Other investments 2.7%
- Partnership/joint venture interests 5.9%
- 103-12 investment entities 5.1%
- Common/collective trusts 71.8%
- Pooled separate accounts 5.0%
- Registered investment companies 8.1%
Consultants and advisers
- Segal Marco Advisors General consultantthrough Dec 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- JP Morgan Chase3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- JP Morgan Chaseplan years
- Invesco Trust Companyplan years
- Blackstoneplan years 2023
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedTeamster Affiliates Pension Plan first reports an interest in Bnym Cf Sl Int'l Stock Index Fund: $17M at 2024-12-31with Bnym Cf Sl Int'l Stock Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedTeamster Affiliates Pension Plan first reports an interest in Bnym Mellon Afl-Cio Bm: $138M at 2024-12-31with Bnym Mellon Afl-Cio Cf Sl Broad Mktaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceTeamster Affiliates Pension Plan no longer reports EB Dv Non-Sl Broad Market Stock Ind (BNY Mellon) (last held $94M at 2023-12-31; absent from the 2024-12-31 filing)with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJ.P. Morgan Chase Bank, Nat'l Assoc no longer appears on Teamster Affiliates Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Jpmorgan Chase Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePanagora Asset Management no longer appears on Teamster Affiliates Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Panagora Asset Management, Inc.askebsa.dol.gov
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Bmcollective trust | Bank of New York Mellon | Pooled vehicles | $138M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Cf Sl Int'l Stock Index Fundcollective trust | Bank of New York Mellon | Public equity | $17.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Core Bond Fundcollective trust | JP Morgan Chase | Fixed income | $25.7M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 4,647 | Not disclosed | Not disclosed | n/a | $267M | $15.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,647 | Not disclosed | Not disclosed | n/a | $250M | $15.9M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,864 | Not disclosed | Not disclosed | n/a | $234M | $11.1M | Not disclosed | Not disclosed |
- International Brotherhood of Teamst codes 15 50 64 $493,565 PY2024
- The Segal Company codes 11 50 $81,902 PY2024
- Novak Francella LLC codes 10 50 $64,150 PY2024
+71 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Teamster Affiliates Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+17 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+17 connections on the graph
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