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 211 Pension Fund

Taft-Hartley planCarnegie, PA
Assets
$54.3M
Total assets, Dec 31, 2024 reported
Funded
88.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: JT Bd of Admin Teamsters Local 211 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.4%
  • Corporate debt instruments (other) 14.5%
  • U.S. Government securities 19.7%
  • Registered investment companies 12.7%
  • Common stock 50.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$54.3M Dec 31, 2024 reported Form 5500
$54.3M (2023-12) · $52.0M (2022-12)
Plan assets
$54.3M Jan 1, 2024 reported Form 5500
$52.0M (2023-01) · $65.5M (2022-01)
Net assets
$54.3M Dec 31, 2024 reported Form 5500
$54.3M (2023-12) · $52.0M (2022-12)
Funded ratio
88.3% Jan 1, 2024 reported Form 5500
86.7% (2023-01) · 86.9% (2022-01)
Participants
596 Jan 1, 2024 reported Form 5500
606 (2023-01) · 624 (2022-01)
Contributions
$1.6M Dec 31, 2024 reported Form 5500
$2.4M (2023-12) · $2.2M (2022-12)
Benefits paid
$6.8M Dec 31, 2024 reported Form 5500
$6.8M (2023-12) · $6.9M (2022-12)
Net investment income
$-1,231 Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $-13.5M (2022-12)
Investment management fees
$263,781 Dec 31, 2024 reported Form 5500
$188,734 (2023-12) · $296,773 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024596n/an/an/a$54.3Mn/an/an/a
2023 to Dec 31, 2023606n/an/an/a$54.3Mn/an/an/a
2022 to Dec 31, 2022624n/an/an/a$52.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Manager relationship endedinference
    Fiduciary Management, Inc. no longer appears on Teamsters Local 211 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fiduciary Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Twin Capital Management, Inc. appears on Teamsters Local 211 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Twin Capital Managementaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Teamsters Local 211 Pension Fund plan assets $66M -> $52M (-20.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 251309337-001
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.