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
Retirement Fund of Local 1482 Paint and Allied Products Manufacturers
Taft-Hartley planWest Trenton, NJ
Assets
$12.1M
Total assets, Aug 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Aug 31, 2025
Commitments
0
none on the tape
Plan sponsor: Retirement Fund of Local 1482 Paint and Allied Products Manufacturers
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.2%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 22.5%
- Corporate debt instruments (preferred) 20.9%
- U.S. Government securities 33.6%
- Other investments 0.3%
- Common stock 19.1%
Consultants and advisers
1 firms
- First Actuarial Consulting, LLC Actuarythrough Aug 31, 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)
- Segall Bryant & Hamill LLCplan 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
21 readings
Net investment income
$-158,269 (2024-08) · $-447,132 (2023-08)
Investment management fees
$19,396 (2024-08) · $12,623 (2023-08)
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 Aug 31, 2025 | 130 | n/a | n/a | n/a | $12.1M | n/a | n/a | n/a |
| 2023 to Aug 31, 2024 | 144 | n/a | n/a | n/a | $12.7M | n/a | n/a | n/a |
| 2022 to Aug 31, 2023 | 149 | n/a | n/a | n/a | $12.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- I.E. Shaffer & Co. codes 13 50 $41,350 PY2024
- First Actuarial Consulting, Inc. codes 11 50 $29,160 PY2024
- Larry Magarik, Esq. codes 20 50 $25,695 PY2024
- Schultheis & Panettieri, LLP codes 10 50 $20,000 PY2024
- Segall Bryant & Hamill codes 28 51 $18,990 PY2024
- Cohen, Weiss and Simon, LLP codes 29 50 $9,188 PY2024
- First Actuarial Consulting codes 11 50 $43,004 PY2023
- I.E. Shaffer & Co. codes 13 50 $41,350 PY2023
- Larry Magarik, Esq. codes 20 50 $27,700 PY2023
- Schultheis & Panettieri, LLP codes 10 50 $20,000 PY2023
- Segall Bryant & Hamill codes 28 51 $19,396 PY2023
- Cohen, Weiss & Simon LLP codes 29 50 $9,505 PY2023
- I.E. Shaffer & Co. codes 13 50 $39,000 PY2022
- Cohen, Weiss & Simon LLP codes 29 50 $31,663 PY2022
- Larry Magarik, Esq. codes 20 50 $27,180 PY2022
- Schultheis & Panettieri, LLP codes 10 50 $20,000 PY2022
- First Actuarial Consulting codes 11 50 $13,143 PY2022
- Segall Bryant & Hamill codes 28 51 $12,623 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135664312-001
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.