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
California Winery Workers Pension Plan Trust
Taft-Hartley planFresno, CA
Assets
$14.1M
Total assets, Dec 31, 2024 reported
Funded
n/a
not filed
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: California Winery Workers Pension Plan Trust
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 36.1%
Consultants and advisers
2 firms
- Cheiron Actuarythrough Dec 31, 2022 Form 5500
- US Bank N.A. Trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
18 readings
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 | 4,254 | n/a | n/a | n/a | $14.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,425 | n/a | n/a | n/a | $24.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,515 | n/a | n/a | n/a | $34.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benefit Administration Corporation codes 14 50 $280,850 PY2024
- Eide Bailly, LLP codes 10 50 $33,600 PY2024
- Cheiron codes 11 50 $30,803 PY2024
- Kraw Law Group codes 29 50 $29,647 PY2024
- Union Bank codes 21 50 $5,893 PY2024
- Segal Select Insurance Services codes 23 53 PY2024
- Benefit Administration Corporation codes 14 50 $285,071 PY2023
- Kraw Law Group codes 29 50 $37,166 PY2023
- Eide Bailly, LLP codes 10 50 $32,000 PY2023
- Cherion codes 11 50 $31,677 PY2023
- Union Bank codes 21 50 $6,836 PY2023
- Segal Select Insurance Services codes 23 50 PY2023
- Benefit Administration Corporation codes 14 50 $236,854 PY2022
- Cherion codes 11 50 $34,413 PY2022
- Eide Bailly, LLP codes 10 50 $26,800 PY2022
- Kraw Law Group codes 29 50 $21,673 PY2022
- Union Bank codes 21 50 $13,137 PY2022
- Segal Select Insurance Services codes 23 50 PY2022
What changed
2 events
- Dec 31, 2024Assets changedCalifornia Winery Workers Pension Plan Trust total assets $24M -> $14M (-42.1%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Assets changedCalifornia Winery Workers Pension Plan Trust total assets $35M -> $24M (-29.5%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946082915-001
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.