Local 1034 Pension Fund
Taft-Hartley plan, based in Long Island City, New York, reporting $113M in assets, for 1,265 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Hssh Consulting, LLC appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
5 more advisers, 1 more manager, 12 more commitments and 4 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 Strategic Property Fund3 commitments
- Western Asset US Core Plus LLC3 commitments
- Intech Risk Mgd Broad Lrg Cap Grth3 commitments
- Blackrock6 commitments
- J.P. Morgan Chase3 commitments
- Western Asset Mgmt Company, LLC3 commitments
Relationship network
36 connected entities15 observed commitments10 repeat counterpartiescommitments 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 1.2%
- Non-interest-bearing cash 43.3%
- Corporate debt instruments (preferred) 0.7%
- U.S. Government securities 0.1%
- Other investments 1.7%
- Partnership/joint venture interests 2.7%
- 103-12 investment entities 16.5%
- Common/collective trusts 29.4%
- Registered investment companies 0.5%
- Common stock 3.5%
Consultants and advisers
- Hssh Consulting General consultantthrough Dec 31, 2024 Form 5500
- Counsel Advisors Inc. General consultantthrough Dec 31, 2024 Form 5500
- Withum Smith and Brown General consultantthrough Dec 31, 2023 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Blackrock6 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- Western Asset Mgmt Company, LLC3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Intech Investment Managementplan years
- Western Asset Mgmt Company, LLCplan years
- Blackrockplan years
+5 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, 2024Consultant changedinferenceHssh Consulting, LLC appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Hssh Consultingaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWithum Smith and Brown no longer appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Withum Smith and Brownaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCounsel Advisors, Inc. appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Counsel Advisors Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedLocal 1034 Pension Fund total assets $64M -> $113M (+77.7%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Consultant changedinferenceHorizon Actuarial Services, LLC no longer appears on Local 1034 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)with Horizon Actuarial Servicesaskebsa.dol.gov
+4 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 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Western Asset US Core Plus LLC103 12 ie | Western Asset Mgmt Company, LLC | Fixed income | $15.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intech Risk Mgd Broad Lrg Cap Grth103 12 ie | Intech Investment Management | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 1,265 | Not disclosed | Not disclosed | n/a | $113M | $3.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,317 | Not disclosed | Not disclosed | n/a | $63.6M | $3.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,321 | Not disclosed | Not disclosed | n/a | $63.6M | $2.8M | Not disclosed | Not disclosed |
- Proskauer Rose LLP codes 29 50 $167,110 PY2024
- O'Sullivan Associates codes 11 50 $52,150 PY2024
- Deborah Danner codes 30 $49,045 PY2024
+60 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Local 1034 Pension Fund sits on 16 traced paths of capital across the graphs.
DFX traced 16 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+6 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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