UMWA Health & Retirement Funds Overview
- Type
-
Union Pension Fund
- Founded
-
1946
- Professionals
-
4
- 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
Website
www.umwafunds.org
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 |
UMWA Health & Retirement Funds Commitment Analytics
Commitments by Fund Type
Commitments by Region
UMWA Health & Retirement Funds Investment Allocations
-
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:
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 |