3 more advisers, 1 more manager, 6 more commitments and 5 more dated events

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Teamsters Local 830 Pension Plan

Taft-Hartley plan· Philadelphia, Pennsylvania

Taft-Hartley plan, based in Philadelphia, Pennsylvania, reporting $188M in assets, for 2,273 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$188M
Funded ratio
99.9%
Fund commitments
5
Managers
5
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (5)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Teamsters Local 830 Pension Plan first reports an interest in Nhit Interm Duration Fixed Income (Loomis Sayles Trust Company): $14M at 2025-09-30.

Capital path

who backs this record, through what, into what; each name opens its own path
Teamsters Local 830 Pension Plan
Funds committed to
All 5
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$188M
Total assets, Sep 30, 2025 reported
Funded
99.9%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
5
5 managers on Schedule C
Plan sponsor: Teamsters Local 830 Pension Plan
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Other investments 14.6%
  • Partnership/joint venture interests 38.1%
  • 103-12 investment entities 9.0%
  • Common/collective trusts 20.3%
  • Common stock 15.4%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures

+1 more manager received commitments

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From Schedule C (investment management, code 28)

+13 more Schedule C managers

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What changed
10 events
  • Sep 30, 2025Holding started
    Teamsters Local 830 Pension Plan first reports an interest in Nhit Interm Duration Fixed Income (Loomis Sayles Trust Company): $14M at 2025-09-30
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Sep 30, 2025Holding started
    Teamsters Local 830 Pension Plan first reports an interest in NT Common Russell 1000 Growth Index: $25M at 2025-09-30
    with NT Common Russell 1000 Growth Indexaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Teamsters Local 830 Pension Plan no longer reports Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon) (last held $11M at 2024-09-30; absent from the 2025-09-30 filing)
    with BNY Mellonaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Teamsters Local 830 Pension Plan no longer reports Loomis Sayles World Bond Trust (Loomis Sayles Trust Company) (last held $11M at 2024-09-30; absent from the 2025-09-30 filing)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Boyd Waterson Assets Management LLC no longer appears on Teamsters Local 830 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Boyd Watterson Asset Managementaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Nhit Interm Duration Fixed Incomecollective trustLoomis Sayles Trust CompanyFixed income$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025NT Common Russell 1000 Growth Indexcollective trustNorthern Trust Investments, IncorporatedPooled vehicles$24.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Hardman Johnston Int'l Equity Group103 12 ieHardman Johnston Global AdvisorsPublic equity$16.9M heldDisclosed holdingaskebsa.dol.gov

+6 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$188M Sep 30, 2025 reported Form 5500
$180M (2024-09) · $169M (2023-09)
Plan assets
$177M Oct 1, 2024 reported Form 5500
$166M (2023-10) · $164M (2022-10)
Net assets
$188M Sep 30, 2025 reported Form 5500
$180M (2024-09) · $169M (2023-09)
Funded ratio
99.9% Oct 1, 2024 reported Form 5500
100.8% (2023-10) · 101.7% (2022-10)
Participants
2,273 Oct 1, 2024 reported Form 5500
2,318 (2023-10) · 2,354 (2022-10)
Contributions
$4.1M Sep 30, 2025 reported Form 5500
$4.1M (2024-09) · $4.1M (2023-09)
Benefits paid
$13.8M Sep 30, 2025 reported Form 5500
$13.5M (2024-09) · $13.0M (2023-09)
Net investment income
$8.7M Sep 30, 2025 reported Form 5500
$10.6M (2024-09) · $1.3M (2023-09)
Investment management fees
$1.2M Sep 30, 2025 reported Form 5500
$1.2M (2024-09) · $1.3M (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20252,273Not disclosedNot disclosedn/a$188M$71.8MNot disclosedNot disclosed
2023 to Sep 30, 20242,318Not disclosedNot disclosedn/a$180M$59.3MNot disclosedNot disclosed
2022 to Sep 30, 20232,354Not disclosedNot disclosedn/a$169M$56.5MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+98 more service providers

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Provenance
Identifiers: EIN-PN 231990755-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Teamsters Local 830 Pension Plan sits on 5 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 5 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

10 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-09-30source
  • Holding in a pooled vehicle started
    2025-09-30source
  • Holding in a pooled vehicle ended
    2025-09-30source

+7 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

+24 connections on the graph

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