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 277 Pension
Taft-Hartley planHempstead, NY
Assets
$27.8M
Total assets, Feb 28, 2025 reported
Funded
55.3%
Mar 1, 2024
Private markets target
n/a
policy Feb 28, 2025
Commitments
0
none on the tape
Plan sponsor: Teamsters Local 277 Pension Board of Trustees
Allocation policy
Form 5500, as of Feb 28, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.1%
- Non-interest-bearing cash 3.8%
- Corporate debt instruments (other) 0.0%
- Registered investment companies 84.8%
- Common stock 4.8%
Consultants and advisers
5 firms
- Keystone 74 Benefits and Admin Actuarythrough Feb 28, 2025 Form 5500
- Kba74 Actuarythrough Feb 29, 2024 Form 5500
- Cbiz Rps Actuarythrough Feb 28, 2023 Form 5500
- Cbiz Ris Actuarythrough Feb 28, 2023 Form 5500
- US Bank Trusteethrough Feb 28, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barneyplan years 2023
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
Investment management fees
$35,000 (2024-02) · $42,500 (2023-02)
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 Feb 28, 2025 | 1,633 | n/a | n/a | n/a | $27.8M | n/a | n/a | n/a |
| 2023 to Feb 29, 2024 | 1,627 | n/a | n/a | n/a | $27.9M | n/a | n/a | n/a |
| 2022 to Feb 28, 2023 | 1,568 | n/a | n/a | n/a | $27.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Road Carriers Local 707 Pension codes 49 50 $57,934 PY2024
- Cbiz Rps codes 11 50 $57,270 PY2024
- Keystone 74 Benefits and Admin codes 11 50 $52,225 PY2024
- Prager Metis CPAS, LLC codes 10 50 $32,981 PY2024
- Morgan Stanley codes 28 51 $32,083 PY2024
- Novak Francella LLC codes 10 50 $23,676 PY2024
- Spivak, Lipton, Watanabe & Moss LLP codes 29 50 $19,549 PY2024
- US Bank codes 21 50 $11,582 PY2024
- Stetson Cybergroup Inc. codes 49 50 $7,638 PY2024
- Kba74 codes 11 PY2024
- Cbiz Rps codes 11 50 $123,652 PY2023
- Morgan Stanley codes 28 51 $35,000 PY2023
- Prager Metis CPAS, LLC codes 10 50 $28,193 PY2023
- Frank Asprea codes 30 50 $27,826 PY2023
- Novak Francella LLC codes 10 50 $24,769 PY2023
- Spivak, Lipton, Watanabe & Moss LLP codes 29 50 $22,450 PY2023
- US Bank codes 21 50 $7,500 PY2023
- Kba74 codes 11 PY2023
- Cbiz Rps codes 11 50 $68,946 PY2022
- Frank Asprea codes 30 50 $68,146 PY2022
- Novak Francella LLC codes 10 50 $41,869 PY2022
- Morgan Stanley codes 28 51 $35,000 PY2022
- Spivak, Lipton, Watanabe & Moss LLP codes 29 50 $18,825 PY2022
- Prager Metis CPAS, LLC codes 10 50 $9,764 PY2022
- US Bank codes 21 51 $7,500 PY2022
- Cbiz Rps codes 11 PY2022
What changed
3 events
- Mar 1, 2024Funded status changedTeamsters Local 277 Pension funded ratio 58.2% -> 55.3% (2023-03-01 to 2024-03-01)
- Mar 1, 2023Funded status changedTeamsters Local 277 Pension funded ratio 61.9% -> 58.2% (2022-03-01 to 2023-03-01)
- Mar 1, 2023Assets changedTeamsters Local 277 Pension plan assets $31M -> $27M (-14.3%, 2022-03-01 to 2023-03-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136696819-001
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.