Teamsters Local 277 Pension
Taft-Hartley plan, based in Hempstead, New York, reporting $27.8M in assets, for 1,633 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Mar 2024, Teamsters Local 277 Pension funded ratio 58.2% -> 55.3% (2023-03-01 to 2024-03-01).
2 more advisers
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Relationship network
13 connected entities
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
- 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 2.1%
- Non-interest-bearing cash 3.8%
- Corporate debt instruments (other) 0.0%
- Registered investment companies 84.8%
- Common stock 4.8%
Consultants and advisers
- 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
+2 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
- Morgan Stanley Smith Barneyplan years 2023
What changed
- 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)
Commitments
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 Feb 28, 2025 | 1,633 | Not disclosed | Not disclosed | n/a | $27.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 1,627 | Not disclosed | Not disclosed | n/a | $27.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 1,568 | Not disclosed | Not disclosed | n/a | $27.7M | Not disclosed | Not disclosed | Not disclosed |
- 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
+23 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
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-03-01source on record
- Funded status changed2023-03-01source on record
- Total assets changed2023-03-01source on record
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
+7 connections on the graph
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