Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles
Taft-Hartley plan, based in LOS Angeles, California, reporting $136M in assets, for 1,883 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Horizon Actuarial Services, LLC appears on Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles's Schedule C as pension consultant (plan year 2024 vs 2023).
4 more commitments and 2 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Massmutual US Govt Mny Mkt R53 commitments
- Westwood Global Invts Emerging Mrk2 commitments
- Arrowstreet Global Equity Acwi Cit1 commitment
- Westwood Global Investments2 commitments
- Arrowstreet1 commitment
- GQG Partners LLC1 commitment
Relationship network
29 connected entities7 observed commitments3 repeat counterpartiescommitments 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
- Interest-bearing cash 4.4%
- Insurance company general account 4.2%
- Other investments 8.2%
- Partnership/joint venture interests 19.2%
- Common/collective trusts 14.7%
- Pooled separate accounts 0.2%
- Registered investment companies 49.0%
Consultants and advisers
- Evoke Wealth, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
- US Bank Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Westwood Global Investments2 rows, latest Dec 31, 2023
- Arrowstreet1 row, latest Dec 31, 2024
- GQG Partners LLC1 row, latest Dec 31, 2024
- Arrowstreet Globalplan years
- Arrowstreetplan years
- GQG Partners LLCplan years
+2 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, 2024Holding startedBasic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles first reports an interest in Arrowstreet Global Equity Acwi Cit: $10M at 2024-12-31with Arrowstreet Global Equity Acwi Citaskebsa.dol.gov
- Dec 31, 2024Holding startedBasic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles first reports an interest in GQG Partners Global Equity Fund Cit: $10M at 2024-12-31with GQG Partners Global Equity Fund Citaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceBasic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles no longer reports Westwood Global Invts Emerging Mrk (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Westwood Global Invts Emerging Mrkaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceHorizon Actuarial Services, LLC appears on Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles's Schedule C as pension consultant (plan year 2024 vs 2023)with Horizon Actuarial Servicesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceHardman Johnston Global Advisors no longer appears on Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles's Schedule C as investment manager (plan year 2023 vs 2022)with Hardman Johnston Global Advisorsaskebsa.dol.gov
+2 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 | Arrowstreet Global Equity Acwi Citcollective trust | Arrowstreet | Public equity | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | GQG Partners Global Equity Fund Citcollective trust | GQG Partners LLC | Public equity | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Massmutual US Govt Mny Mkt R5separate account | Massmutual | Pooled vehicles | $123,535 held | Disclosed holding | askebsa.dol.gov |
+4 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 | 1,883 | Not disclosed | Not disclosed | n/a | $136M | $26.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,894 | Not disclosed | Not disclosed | n/a | $130M | $33.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,915 | Not disclosed | Not disclosed | n/a | $122M | $27.7M | Not disclosed | Not disclosed |
- Evoke Advisors codes 27 $225,000 PY2024
- Horizon Actuarial Services, LLC codes 11 17 $182,135 PY2024
- Empower Annuity Ins. Co. of America codes 64 $175,000 PY2024
+54 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
Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+4 more changes on this record's ledger
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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
+9 connections on the graph
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