UMWA Health & Retirement Funds Overview

  • Type
  • Union Pension Fund

  • Founded
  • 1946

Founded
  • Professionals
  • 4

Professionals
  • Commitments
  • 8

UMWA Health & Retirement Funds General Information

Description

UMWA Health & Retirement Funds (UMWA H. & R. Funds) is a multi-employer union pension fund based in Washington, District of Columbia. Established in 1946, to administer pensions to retirees, a fund is a group of five multi-employer plans that provide health and pension benefits to retired coal miners of America and their eligible dependents. The different plans are UMWA 1974 Pension Plan, UMWA 1993 Benefit Plan, 2012 Retiree Bonus Account Plan, UMWA Prefunded Benefit Plan, UMWA Combined Benefit Fund, and UMWA 1992 Benefit Plan. The assets of the plan are managed by the executive management team.

Contact Information

Year Founded
1946
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Union Pension Fund
Primary Contact
0000 00000
Title
Director, Investment
Email
000000@000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 2121 K Street Northwest
  • Suite 350
  • Washington, DC 20037
  • United States
+1 (800) 000-0000

UMWA Health & Retirement Funds Commitments (8)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
0000000000000 0000 0000 SV Health Investors Boston, MA 2003 00000 0000-00-00
000000 00000000 & 00000 000000 00000000 Stamford, CT 2003 00000 0000-00-00
0000000000 0000000 0000 0000000000 00000 New York, NY 2002 00000 0000-00-00
0000 000000000 00000000 0000 0000000 000 San Francisco, CA 2002 00000 0000-00-00
000000 0000000000 00000 000000 0000000 0 Boulder, CO 2000 00.000 0000-00-00
You’re viewing 5 of 8 commitments. Get the full list »

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UMWA Health & Retirement Funds Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

UMWA Health & Retirement Funds Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

UMWA Health & Retirement Funds Team (11)

Name Title Office
John Adams Director, Investment Washington, DC
Lorraine Lewis JD Executive Director Washington, DC
David Allen General Counsel Washington, DC
Courtney White Investment Advisor Washington, DC
Daniel Kane Secretary & Treasurer Washington, DC
You’re viewing 5 of 11 team members. Get the full list »