1 more adviser, 1 more manager, 13 more commitments and 4 more dated events

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Local 91 Pension Fund

Taft-Hartley plan· Williston Park, New York

Taft-Hartley plan, based in Williston Park, New York, reporting $206M in assets, for 4,783 participants.

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

Assets
$206M
Funded ratio
113.3%
Fund commitments
4
Managers
4
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Commitments (4)Allocation policyConsultants
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: 31 Dec 2025, Local 91 Pension Fund total assets $180M -> $206M (+14.5%, 2024-12-31 to 2025-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path
Local 91 Pension Fund
Funds committed to
All 4
Managers
All 4
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$206M
Total assets, Dec 31, 2025 reported
Funded
113.3%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
4
4 managers on Schedule C
Plan sponsor: Local 91 Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 5.3%
  • Common/collective trusts 21.9%
  • Pooled separate accounts 4.8%
  • Registered investment companies 42.5%
  • Common stock 25.2%
Consultants and advisers
4 firms

+1 more consultant or adviser 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)

+2 more Schedule C managers

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What changed
9 events
  • Dec 31, 2025Assets changed
    Local 91 Pension Fund total assets $180M -> $206M (+14.5%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    Local 91 Pension Fund funded ratio 110.6% -> 113.3% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2025Assets changed
    Local 91 Pension Fund plan assets $157M -> $180M (+15.0%, 2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Principal Life Insurance no longer appears on Local 91 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Principalaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Local 91 Pension Fund total assets $157M -> $180M (+15.0%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Invesco Core Plus Fixed Income Trcollective trustInvescoFixed income$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Invesco Balanced-Risk Allocation Trcollective trustInvesco Trust CompanyMulti-asset$7.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$5.1M heldDisclosed holdingaskebsa.dol.gov

+13 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
40 readings
Total assets
$206M Dec 31, 2025 reported Form 5500
$180M (2024-12) · $157M (2023-12) · $134M (2022-12)
Plan assets
$180M Jan 1, 2025 reported Form 5500
$157M (2024-01) · $134M (2023-01) · $152M (2022-01)
Net assets
$206M Dec 31, 2025 reported Form 5500
$180M (2024-12) · $157M (2023-12) · $134M (2022-12)
Funded ratio
113.3% Jan 1, 2025 reported Form 5500
110.6% (2024-01) · 106.1% (2023-01) · 105.7% (2022-01)
Participants
4,783 Jan 1, 2025 reported Form 5500
4,774 (2024-01) · 4,358 (2023-01) · 4,686 (2022-01)
Contributions
$9.7M Dec 31, 2025 reported Form 5500
$9.2M (2024-12) · $8.5M (2023-12) · $8.8M (2022-12)
Benefits paid
$5.6M Dec 31, 2025 reported Form 5500
$5.1M (2024-12) · $4.8M (2023-12) · $4.6M (2022-12)
Net investment income
$26.1M Dec 31, 2025 reported Form 5500
$23.4M (2024-12) · $22.7M (2023-12) · -$18.1M (2022-12)
Investment management fees
$421,609 Dec 31, 2025 reported Form 5500
$409,230 (2024-12) · $372,306 (2023-12) · $365,845 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20254,783Not disclosedNot disclosedn/a$206MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 20244,774Not disclosedNot disclosedn/a$180MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20234,358Not disclosedNot disclosedn/a$157MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20224,686Not disclosedNot disclosedn/a$134MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Gloria Cancelliere codes 30 $202,800 PY2025
  • Amalgamated codes 13 $199,001 PY2025
  • Brideway Benefit Technologies LLC codes 15 $147,467 PY2025

+65 more service providers

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Provenance
Identifiers: EIN-PN 116218316-001
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

Local 91 Pension Fund sits on 4 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 4 paths of capital through this record

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

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Record history

9 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Funded status changed
    2025-01-01source
  • Total assets changed
    2025-01-01source

+6 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

+12 connections on the graph

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