Pension Plan
Source of Financing of the Plan and Identity of any Organization Through Which Benefits are Provided
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All financing of the Plan is made by contributions to the Pension Trust which are made by individual employers under the provisions of the collective bargaining agreements. No outside organization is involved in providing Plan benefits. Benefits are provided from the Trust assets which are accumulated under the provisions of the collective bargaining agreements and the Trust Agreement and held in a trust fund for the purpose of providing benefits and defraying reasonable administrative expense. Amalgamated Bank has been designated as the Corporate Co-Trustee to the Plan.
As of the printing of this booklet, the investment managers are:
| Investment Managers of The Plan | |
|---|---|
| Alcentra | Artisan Partners |
| ASB Capital Management | ATEL Capital |
| Clareant | Crescent Direct Lending |
| Crescent Mezzanine | Dreyfus |
| Loomis Sayles | Mc Morgan & Co |
| North Sky Capital | Northern Trust |
| RBC Global Management | Siguler Guff & Company |
| TCW Capital Trust | TOBAM Core Investments |
| ULLICO | Vanguard |
| Walter Scott Global Investment Management | Washington Capital Management |
| Wellington Management | |
Revised 08/2021