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 Bakery Drivers and Industry Pension Fund
Taft-Hartley planFloral Park, NY
Assets
$72.5M
Total assets, Dec 31, 2024 reported
Funded
64.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Board of Trustee of Teamsters Bakery Drivers and Industry Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.4%
- Non-interest-bearing cash 1.6%
- Partnership/joint venture interests 12.8%
- Common/collective trusts 35.0%
- Registered investment companies 41.7%
Consultants and advisers
4 firms
- Mariner Institutional Consulting Pension consultantthrough Dec 31, 2022 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Wilmington Trust Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough 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
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Nisa Long Credit Cifcollective trust | Nisa Collective Investment Trust | Private credit | $25.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Nisa Long Credit Cifcollective trust | Nisa Collective Investment Trust | Private credit | $25.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$87,620 (2023-12) · $84,613 (2022-12)
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 | 985 | n/a | n/a | n/a | $72.5M | $9.3M | n/a | n/a |
| 2023 to Dec 31, 2023 | 849 | n/a | n/a | n/a | $64.5M | $8.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 915 | n/a | n/a | n/a | $52.7M | $7.6M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Camille Luisi codes 14 $80,388 PY2024
- The Segal Company codes 11 $45,000 PY2024
- Weaver and Tidwell LLP codes 10 $42,826 PY2024
- Spivak Lipton,llp codes 29 $41,940 PY2024
- Wilmington Trust codes 19 $34,368 PY2024
- Lisa Campagna codes 30 $30,839 PY2024
- Mariner Institutional Consulting codes 17 $30,000 PY2024
- Nisa Long Credit Cif Sched. D C $25.4M PY2024
- Segal codes 11 PY2024
- Camille Luisi codes 14 $118,461 PY2023
- Lisa Campagna codes 30 $66,420 PY2023
- Mariner Institutional Consulting codes 17 $60,000 PY2023
- The Segal Company codes 11 $45,000 PY2023
- Spivak Lipton,llp codes 29 $41,590 PY2023
- Weaver and Tidwell LLP codes $37,600 PY2023
- Wilmington Trust codes 19 $27,620 PY2023
- Buchbinder Tunick & Company LLP codes 10 $5,200 PY2023
- Nisa Long Credit Cif Sched. D C $25.9M PY2023
- Segal codes 11 PY2023
- Mariner Institutional Consulting codes 17 $60,000 PY2022
- The Segal Company codes 11 $45,000 PY2022
- Spivak Lipton,llp codes 29 $41,221 PY2022
- Buchbinder Tunick & Company LLP codes 10 $37,600 PY2022
- Wilmington Trust codes 19 $24,613 PY2022
- Segal codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedTeamsters Bakery Drivers and Industry Pension Fund total assets $64M -> $73M (+12.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedTeamsters Bakery Drivers and Industry Pension Fund funded ratio 58.1% -> 64.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTeamsters Bakery Drivers and Industry Pension Fund plan assets $53M -> $64M (+22.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedTeamsters Bakery Drivers and Industry Pension Fund total assets $53M -> $64M (+22.3%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 814551030-001
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.