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.
Manager
Ullico Investment Advisors, Inc.
EIN 526435649
Public LPs on the tape
126
distinct allocators disclosing a fund
Commitment rows
386
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
115
Schedule C investment manager rows
Who backs this manager
123 allocators
Funds on the tape
8 vehicles
- Separate Account J328 rows
- Separate Account R19 rows
- Union Labor Life Ins Co Sep Act W112 rows
- Separate Account J9 rows
- Ullico Separate Account J8 rows
- Union Labor Life (j Acct)4 rows
- Ullico Separate Account J4 rows
- Seperate Account J2 rows
Corporate and Taft-Hartley plans (Schedule C)
115 plans
- International Brotherhood of Teamsters Union Local 710 Pension Fundplan years 2025
- Operating Eng Cons Ind Misc. Pension Fundplan years 2025
- National Electrical Benefit Fundplan years 2025
- I. B. E. W. Local 25 Pension Fundplan years 2025
- National Roofing Industry Pension Fundplan years 2025
- International Association Pension Planplan years 2025
- Pacific Coast Roofers Pension Planplan years 2025
- NEW York District Council of Carpenters Pension Plplan years 2025
- Pension Fund Local 96-Ibewplan years 2025
- Laborers Pension Trust Fund for Northern Californiaplan years 2025
- Graphic Communications National Pension Fundplan years 2025
- Iron Workers' Local No. 25 Pension Fundplan years 2025
- I.B.E.W. Pacific Coast Pension Fundplan years 2025
- West Virginia Laborers Pension Trust Fundplan years 2025
- Southern California Ufcw Unions and Food Employers Joint Pension Trust Fundplan years 2025
- National Automatic Sprinkler Industry Fund Office Employees Pension Planplan years 2024
- International Brotherhood of Electrical Workers Local Union 98 Pension Planplan years 2024
- Plumbers and Steamfitters Local 486 Pension Fundplan years 2024
- Drywall Pension Fundplan years 2024
- Southern California Lumber Industry Retirement Fundplan years 2024
- Local 338 Retirement Fundplan years 2024
- Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fundplan years 2024
- Ibew Local 573 Pension Planplan years 2024
- Greater Kansas City Laborers Pension Planplan years 2024
- Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fundplan years 2024
- Waterfront Employers - Ila Pension Planplan years 2024
- Automotive Machinists Pension Planplan years 2024
- Kansas City Cement Masons Pension Fundplan years 2024
- Cement Masons Local No. 886/404 Pension Planplan years 2024
- Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Planplan years 2024
- Operative Plasterers and Cement Masons Local No. 109 Pension Planplan years 2024
- Carpenters Pension Trust Fund of Kansas Cityplan years 2024
- Heat & Frost Insulators Local No. 33 Pension Planplan years 2023
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Planplan years 2023
- Pavers & Road Builders Dc Pension Fundplan years 2023
- Western Washington Laborers-Employers Pension Planplan years 2023
- Pipe Trades District Council No 36 Pension Trustplan years 2023
- Engineers Agc Pension Plan of the Inland Empireplan years 2023
- Mo-Kan Teamsters Pension Fundplan years 2023
- Westchester Heavy Construction Laborers Local 60 Pension Fundplan years 2023
- Ibew Local Union No. 98, Zone 2 Pension Trust Fundplan years 2023
- Southern California Plastering Institute Pension Trust Fundplan years 2023
- Mcasf Local 725 Pension Planplan years 2023
- Kern County Electrical Workers Pension Fundplan years 2023
- I.B.E.W. Local 540 Pension Fundplan years 2023
- Electrical Workers Pension Plan Local 103 I.B.E.W.plan years 2023
- Iron Workers St. Louis District Council Pension Trustplan years 2023
- SAN Diego Electrical Pension Planplan years 2023
- Employers and Laborers Locals 100 & 397 Pension Fundplan years 2023
- Sheet Metal Workers Local 218(s) Pension Planplan years 2023
- Pension Plan for Local Union 527 of Operative Plasterers and Cement Masonsplan years 2023
- Western Glaziers Retirement Planplan years 2023
- Operating Engineers Pension Trustplan years 2023
- Ibew Local 43 & Electrical Contractors Pension Fundplan years 2023
- Southern California Ibew-Neca Pension Planplan years 2023
- Iron Workers' Locals No. 15 & 424 Pension Planplan years 2023
- Painters and Allied Trades District Council No. 35 Pension Fundplan years 2023
- Metal Trades Branch Local 638 Pension Fundplan years 2023
- Afl-Cio Staff Retirement Planplan years 2023
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fundplan years 2023
- Ibew Local No. 100 Pension Planplan years 2023
- Ironworkers National Pension Planplan years 2023
- 32bj School Workers Pension Fundplan years 2023
- Plumbers' Pension Fund, Local 130, U.A.plan years 2023
- Neca-Ibew Pension Trust Fundplan years 2023
- Building Trades United Pension Trust Fund Milwaukee and Vicinityplan years 2023
- Indiana Laborers Pension Fundplan years 2023
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Planplan years 2023
- Chicago & Vicinity Laborers' District Council Pension Planplan years 2023
- Operating Engineers' Local 324 Pension Fundplan years 2023
- Electrical Workers Local No. 292 Pension Planplan years 2023
- Local No. 41 Ibew Pension Planplan years 2023
- Pipe Trades Services Mn Pension Fundplan years 2023
- Ibew Local 684 Pension Trustplan years 2023
- BAC Local Union 15 Pension Fundplan years 2023
- Eighth District Electrical Pension Fundplan years 2023
- Chicago Painters and Decorators Pension Fundplan years 2023
- Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fundplan years 2023
- Refrigeration, A/c & Service Div. (ua-Nj) Pension Planplan years 2023
- Local 282 Pension Trust Fundplan years 2022
- Teamster Affiliates Pension Planplan years 2022
- Cement Masons Local 780 Pension Fundplan years 2022
- International Painters and Allied Trades Industry Pension Planplan years 2022
- Central Laborers' Pension Fundplan years 2022
- Chicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension Trustplan years 2022
- Board of Trustees Op Plasterers & Cement Masons L262 Pensionplan years 2022
- Oregon Laborers-Employers Pension Planplan years 2022
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan aplan years 2022
- Cement Masons Southern California Pension Trustplan years 2022
- Iron Workers' Mid-America Pension Planplan years 2022
- Marble Industry Pension Trust Fundplan years 2022
- Laborers National Pension Fundplan years 2022
- Warehouse Employees Local No. 570 Pension Fundplan years 2022
- Cement and Concrete Workers Dc Pension Fundplan years 2022
- Mason Tenders' District Council Pension Fundplan years 2022
- Pension Fund of Local No. One of I. a. T. S. E.plan years 2022
- Western Conference of Teamsters Pension Planplan years 2022
- Connecticut Laborers' Pension Planplan years 2022
- NEW Jersey Building Laborers Statewide Pension Fundplan years 2022
- Pension Fund of Cement Masons Union Local No. 502plan years 2022
- Pension Fund of Heat and Frost Insulators Local 12plan years 2022
- Edison Pension Planplan years 2022
- Bricklayers & Trowel Trades International Pension Fundplan years 2022
- Pension Plan of Steamfitters Pension Fund 475plan years 2022
- Metal Lathers Local 46 Pension Fundplan years 2022
- Northern California Pipe Trades Pension Planplan years 2022
- U. a. Local No. 159 Defined Benefit Planplan years 2022
- Airconditioning and Refrigeration Industry Retirement Trust Fundplan years 2022
- Desert States Employers & Ufcw Unions Pension Planplan years 2022
- Pension Fund United Scenic Artists Local 829plan years 2022
- Laborers Local 231 Pension Planplan years 2022
- NEW England Health Care Employees Pension Planplan years 2022
- Local 1205 Pension Fundplan years 2022
- Minnesota & North Dakota Bricklayers and Allied Craftworkers Pension Fundplan years 2022
- Chicago Tile Institute Pension Fundplan years 2022
Commitment rows
386 rows
What changed
- Local 522 Pension Fund Roofers Division first reports an interest in Ullico Separate Account J (Ullico Investment Advisors, Inc.): $2M at 2025-06-30with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Local 522 Pension Fund Roofers Division no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund first reports an interest in Separate Account J (Ullico Investment Advisors, Inc.): $1M at 2025-04-30with Ullico Investment Advisors, Inc.askebsa.dol.gov
- N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund no longer reports Seperate Account J (Ullico Investment Advisors, Inc.) (last held $1M at 2024-04-30; absent from the 2025-04-30 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc appears on NEW York District Council of Carpenters Pension Pl's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors appears on Pension Fund Local 96-Ibew's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundUllico appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc. appears on Iron Workers' Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc appears on Laborers Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc. appears on Local 338 Retirement Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors, Inc. appears on I.B.E.W. Pacific Coast Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc appears on Local 810 Affliated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedInternational Brotherhood of Electrical Workers Local Union 98 Pension PlanUllico Investment Advisors Inc appears on International Brotherhood of Electrical Workers Local Union 98 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc appears on United Wire, Metal & Machine Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedBrotherhood of Locomotive Engineers and Trainmen Long Island Pension FundUllico Investment Advisors Inc. appears on Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc no longer appears on Mason Tenders' District Council Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors, Inc. appears on Ibew Local 573 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc. appears on National Electrical Benefit Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors, Inc. no longer appears on Cement Masons Southern California Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedNational Automatic Sprinkler Industry Fund Office Employees Pension PlanUllico Investment Advisors, Inc. appears on National Automatic Sprinkler Industry Fund Office Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Tfa no longer appears on Laborers' Local No. 17 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors, Inc. appears on Drywall Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc. no longer appears on Teamster Affiliates Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- United Association National Pension Fund first reports an interest in Ullico Separate Account J (Ullico Investment Advisors, Inc.): $123M at 2024-06-30with Ullico Investment Advisors, Inc.askebsa.dol.gov
- United Association National Pension Fund no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $118M at 2023-06-30; absent from the 2024-06-30 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ironworkers Local 11 Pension Fund first reports an interest in Separate Account J (Ullico Investment Advisors, Inc.): $13M at 2024-06-30with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Industrial Carpenters and Precast Pension Plan no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $4M at 2023-05-31; absent from the 2024-05-31 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- American Postal Workers Union Employees' Retirement Plan no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $453,115 at 2022-12-31; absent from the 2023-12-31 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2023Holding startedSheet Metal Workers' Pension Plan of Southern California Arizona and NevadaSheet Metal Workers' Pension Plan of Southern California Arizona and Nevada first reports an interest in Separate Account J (Ullico Investment Advisors, Inc.): $13M at 2023-12-31with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Iron Workers Locals 40, 361 & 417 Pension Fund first reports an interest in Separate Account J (Ullico Investment Advisors, Inc.): $6M at 2023-12-31with Ullico Investment Advisors, Inc.askebsa.dol.gov
- American Postal Workers Union Officers' Qualified Retirement Plan no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundUllico Investment Advisors appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc appears on Automotive Machinists Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors, Inc. appears on Cement Masons Local No. 886/404 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedIron Workers Local No. 5 & Iwea Employees Pension Trust FundUllico Investment Advisors, Inc appears on Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc appears on Waterfront Employers - Ila Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc no longer appears on Pension Fund of Heat and Frost Insulators Local 12's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedChicago & Vicinity Laborers' District Council Fund Office Staff Pension PlanUllico Investment Advisors Inc. appears on Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors, Inc appears on Ibew Local Union No. 98, Zone 2 Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors, Inc. appears on Kern County Electrical Workers Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ullico Investment Advisors, Inc.askebsa.dol.gov