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 | |
|---|---|
| AFL-CIO Index Fund | Artisan Partners |
| Alcentra | Chevy Chase Investment Advisors |
| ATEL Capital | Crescent Direct Lending |
| Clareant | Crescent Mezzanine |
| Dreyfus | INVESCO |
| Mc Morgan & Co | Mc Credit |
| North Sky Capital | Northern Trust |
| Pemberton | RBC Global Management |
| Schroder Taft Hartley Income Fund LP | TCW Capital Trust |
| Vanguard | ULLICO |
| Washington Cap JMT Transportation Infra. | WaCap O Transport |
| Walter Scott Global Investment Management | Wellington Management |
Revised 09/2023