Pension Plan
Source of Financing of the Plan and Identity of any Organization Through Which Benefits are Provided
SPD Navigation
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:
| AFL-CIO Index Fund | Alcentra |
| Artisan Partners | ATEL Capital |
| Blackstone Infrastructure | Crescent Direct Lending |
| Crescent Mezzanine | INVESCO |
| Loomis Sayles | Mc Credit |
| Mc Morgan & Co | MFB NT Collective S&B |
| North Sky Capital | Northern Trust |
| Pemberton | RBC Global Management |
| Schroder Taft Hartley Income Fund LP | ULLICO |
| Vanguard | WaCap O Transport |
| Washington Cap JMT Transportation Infra. | Walter Scott Global Investment Management |
| Wellington Management |
Revised 07/2024