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Indiana Teamsters Pension Plan

Allocators

Indianapolis, IN

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:e5c0eb9d-deb1-4bd7-a857-8dc176184845

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 9
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $101Mlatest reading; see basis
Assets as of: Dec 31, 2024
Assets basis: REPORTED
Funded ratio: 116%
Participants: 1,822
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 31, 2024
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 27 rows folded into 9

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	2	$1.7M	Dec 31, 2024	Derived
Non-interest-bearing cash	n/a	n/a	n/a	0	$425,937	Dec 31, 2024	Derived
U.S. Government securities	n/a	n/a	n/a	6	$5.7M	Dec 31, 2024	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	12	$12.0M	Dec 31, 2024	Derived
Other investments	n/a	n/a	n/a	4	$4.4M	Dec 31, 2024	Derived
Registered investment companies	n/a	n/a	n/a	52	$51.9M	Dec 31, 2024	Derived
Common stock	n/a	n/a	n/a	23	$22.7M	Dec 31, 2024	Derived
Preferred stock	n/a	n/a	n/a	1	$1.4M	Dec 31, 2024	Derived
Real estate (other than employer real property)	n/a	n/a	n/a	0	$131,281	Dec 31, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Bridgeway Benefit Technologies	General consultant	Jan 1, 2023	Dec 31, 2023	no	fact	Dol form 5500 pension
Paramount Health	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Charles Schwab Trust Bank	custodian	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
United Actuarial Services, Inc.	actuary	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension
Alatek	General consultant	Jan 1, 2022	Dec 31, 2022	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Otley Investment Fiduciary Solution	Investment management	Jan 1, 2023	Dec 31, 2023	no	fact
Sanctuary Advisors, LLC	Investment management	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Sponsors (1)

← Board of Trustees of the Indiana Teamsters Pension PlanPlan sponsorPlan sponsor
Jan 1, 2022 to presentfactForm 5500

Advised by (5)

→ Paramount HealthInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Charles Schwab Trust BankInvestment consultantcustodian
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ United Actuarial Services, Inc.Investment consultantactuary
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ AlatekInvestment consultantGeneral consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Bridgeway Benefit TechnologiesInvestment consultantGeneral consultant
Jan 1, 2023 to Dec 31, 2023factForm 5500

Manages for (2)

← Sanctuary Advisors, LLCManager with allocator capitalInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Otley Investment Fiduciary SolutionManager with allocator capitalInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Paramount Health no longer appears on Indiana Teamsters Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
Paramount Health Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Bridgeway Benefit Technologies appears on Indiana Teamsters Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
Bridgeway Benefit Technologies Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Consultant changed
Alatek no longer appears on Indiana Teamsters Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
Alatek Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
Otley Investment Fiduciary Solution appears on Indiana Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Otley Investment Fiduciary Solution Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Sanctuary Advisors, LLC no longer appears on Indiana Teamsters Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Sanctuary Advisors, LLC Form 5500observed 4 days ago

Show 4 bookkeeping events

Occurred
Dec 31, 2024
Indiana Teamsters Pension Plan total assets $89M -> $101M (+13.4%, 2023-12-31 to 2024-12-31)
Occurred
Jan 1, 2024
Indiana Teamsters Pension Plan plan assets $75M -> $89M (+18.4%, 2023-01-01 to 2024-01-01)
Occurred
Dec 31, 2023
Indiana Teamsters Pension Plan total assets $75M -> $89M (+18.5%, 2022-12-31 to 2023-12-31)
Occurred
Jan 1, 2023
Indiana Teamsters Pension Plan funded ratio 118.3% -> 114.8% (2022-01-01 to 2023-01-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:e5c0eb9d-deb1-4bd7-a857-8dc176184845
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Indiana Teamsters Pension Plan

Allocators

Indianapolis, IN

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:e5c0eb9d-deb1-4bd7-a857-8dc176184845

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$1.7M

Dec 31, 2024

Derived

Non-interest-bearing cash

n/a

$425,937

Dec 31, 2024

Derived

U.S. Government securities

n/a

$5.7M

Dec 31, 2024

Derived

Corporate debt instruments (other)

n/a

$12.0M

Dec 31, 2024

Derived

Other investments

n/a

$4.4M

Dec 31, 2024

Derived

Registered investment companies

n/a

$51.9M

Dec 31, 2024

Derived

Common stock

n/a

$22.7M

Dec 31, 2024

Derived

Preferred stock

n/a

$1.4M

Dec 31, 2024

Derived

Real estate (other than employer real property)

n/a

$131,281

Dec 31, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Bridgeway Benefit Technologies

General consultant

Jan 1, 2023

Dec 31, 2023

fact

Dol form 5500 pension

Paramount Health

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Charles Schwab Trust Bank

custodian

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

United Actuarial Services, Inc.

actuary

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Alatek

General consultant

Jan 1, 2022

Dec 31, 2022

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Otley Investment Fiduciary Solution

Investment management

Jan 1, 2023

Dec 31, 2023

fact

Sanctuary Advisors, LLC

Investment management

Jan 1, 2022

Dec 31, 2022

fact