Central Pennsylvania Teamsters Defined Benefit Plan
Taft-Hartley plan, based in Wyomissing, Pennsylvania, reporting $1.5B in assets, for 26,221 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Loomis Sayles Trust Company no longer appears on Central Pennsylvania Teamsters Defined Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers, 3 more managers, 22 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Goldentree Multi-Sector Fund Offsho3 commitments
- Causeway Collective Investment Trus3 commitments
- NT Collective Russell 1000 Index3 commitments
- Washington Capital Management, Inc.7 commitments
- Northern Trust Investments, Inc.6 commitments
- Goldentree Asset Management3 commitments
Relationship network
84 connected entities25 observed commitments15 repeat counterparties19 dated commitments shown here, 2022 to 2024
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
- Fund or vehicle
- 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
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 4.0%
- U.S. Government securities 3.0%
- Other investments 2.6%
- Partnership/joint venture interests 24.0%
- 103-12 investment entities 13.8%
- Common/collective trusts 28.6%
- Common stock 21.8%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- Keystone 74 Benefits and Admin Actuarythrough Dec 31, 2024 Form 5500
- Cbiz Actuarythrough Dec 31, 2023 Form 5500
+3 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
- Washington Capital Management, Inc.7 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
- Goldentree Asset Management3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Causewayplan years
- Washington Capital Management, Inc.plan years 2022
- Goldentree Asset Managementplan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceLoomis Sayles Trust Company no longer appears on Central Pennsylvania Teamsters Defined Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Sayles Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedCentral Pennsylvania Teamsters Defined Benefit Plan funded ratio 92.2% -> 98.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCentral Pennsylvania Teamsters Defined Benefit Plan plan assets $1.3B -> $1.4B (+10.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedCentral Pennsylvania Teamsters Defined Benefit Plan first reports an interest in Wacap Sp Infrastructure Fund IV Fee (Wcap - Sp Infrastructure Fund IV F): $27M at 2023-12-31with Wcap - Sp Infrastructure Fund IV Faskebsa.dol.gov
- Dec 31, 2023Holding startedCentral Pennsylvania Teamsters Defined Benefit Plan first reports an interest in Wacap - O Direct Lending Fund Unlev: $5M at 2023-12-31with Wacap - O Direct Lending Fund Unlevaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Wacap - O Direct Lending Fund Unlev103 12 ie | Washington Capital Management, Inc. | Private credit | $16.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wacap Sp Infrastructure Fund IV Fee103 12 ie | Washington Capital Management, Inc. | Infrastructure | $33.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Goldentree Multi-Sector Fund Offsho103 12 ie | Goldentree Asset Management | Pooled vehicles | $74.8M held | Disclosed holding | askebsa.dol.gov |
+22 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 26,221 | Not disclosed | Not disclosed | n/a | $1.5B | $360M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 27,168 | Not disclosed | Not disclosed | n/a | $1.4B | $355M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 27,236 | Not disclosed | Not disclosed | n/a | $1.2B | $383M | Not disclosed | Not disclosed |
- Washington Capital Management, Inc. codes 28 51 $957,916 PY2024
- Morgan, Lewis, & Bockius LLP codes 29 50 $660,535 PY2024
- Westfield Capital Mgmt CO.LP codes 28 51 $603,859 PY2024
+161 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
Central Pennsylvania Teamsters Defined Benefit Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+6 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+19 connections on the graph
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