U.F.C.W. District Union Local Two & Employers Pension Fund
Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $192M in assets, for 5,484 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Sep 30, 2025, U.F.C.W. District Union Local Two & Employers Pension Fund no longer reports NIS Intermediate Fixed Income Fund (last held $11M at 2024-09-30; absent from the 2025-09-30 filing).
1 more adviser, 2 more managers, 7 more commitments and 7 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- NIS Total Absolute Return Fund, LLC2 commitments
- NIS High Yield Fund, LLC2 commitments
- NIS Intermediate Fixed Income Fund2 commitments
- National Investment Svcs of Amer4 commitments
- Titanium2 commitments
- Principal2 commitments
Relationship network
29 connected entities10 observed commitments7 repeat counterparties8 dated commitments shown here, 2023 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 2.6%
- Non-interest-bearing cash 1.1%
- U.S. Government securities 0.0%
- Common/collective trusts 23.6%
- Registered investment companies 72.6%
Consultants and advisers
- Strategic Capital Inv Advisors Investment adviser (plan)through Sep 30, 2023 Form 5500
- Commerce Bank Custodianthrough Sep 30, 2024 Form 5500
- Milliman, Inc. Actuarythrough Sep 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- National Investment Svcs of Amer4 rows, latest Sep 30, 2024
- Titanium2 rows, latest Sep 30, 2024
- Principal2 rows, latest Sep 30, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Svcs of Amerplan years 2023
- Commerce Bankplan years 2023
What changed
- Sep 30, 2025Holding endedinferenceU.F.C.W. District Union Local Two & Employers Pension Fund no longer reports NIS Intermediate Fixed Income Fund (last held $11M at 2024-09-30; absent from the 2025-09-30 filing)with NIS Intermediate Fixed Income Fundaskebsa.dol.gov
- Sep 30, 2025Holding startedU.F.C.W. District Union Local Two & Employers Pension Fund first reports an interest in NIS Core Fixed Income Fund, LLC (National Investment Services): $45M at 2025-09-30with National Investment Servicesaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceU.F.C.W. District Union Local Two & Employers Pension Fund no longer reports Principal U.S. Property Sa-Z (Principal) (last held $3M at 2024-09-30; absent from the 2025-09-30 filing)with Principalaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceU.F.C.W. District Union Local Two & Employers Pension Fund no longer reports NIS High Yield Fund, LLC (last held $728,866 at 2024-09-30; absent from the 2025-09-30 filing)with NIS High Yield Fund, LLCaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceU.F.C.W. District Union Local Two & Employers Pension Fund no longer reports NIS Total Absolute Return Fund, LLC (Titanium) (last held $1M at 2024-09-30; absent from the 2025-09-30 filing)with Titaniumaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | NIS Core Fixed Income Fund, LLCcollective trust | National Investment Services | Fixed income | $45.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | NIS Total Absolute Return Fund, LLCcollective trust | Titanium | Hedge / diversifiers | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $728,866 held | Disclosed holding | askebsa.dol.gov |
+7 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 Sep 30, 2025 | 5,484 | Not disclosed | Not disclosed | n/a | $192M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 5,546 | Not disclosed | Not disclosed | n/a | $46.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 6,007 | Not disclosed | Not disclosed | n/a | $53.2M | Not disclosed | Not disclosed | Not disclosed |
- Nat'l Employee Benefits Admin, Inc. codes 13 36 49 $443,622 PY2024
- Milliman, Inc. codes 11 $264,400 PY2024
- Strategic Capital Investment Adviso codes 27 $102,625 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
U.F.C.W. District Union Local Two & Employers Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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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 ended2025-09-30source on record
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
+9 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
+8 connections on the graph
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