UMWA Health & Retirement Funds Overview

  • Type
  • Union Pension Fund

  • Year Founded
  • 1946

Year Founded

  • Professionals
  • 4


  • Commitments
  • 8

UMWA Health & Retirement Funds General Information


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
Open To Secondaries
Open To First Time Founds
Institution Type
Union Pension Fund
Primary Contact
0000 00000
Director, Investment
+0 (000) 000-0000
Corporate 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
00 0000 00000000 0000 0 SV Health Investors Boston, MA 2003 00000 0000-00-00
000000 00000000 & 00000 Thomas McNerney & Partners Stamford, CT 2003 00000 0000-00-00
0000000000 0000000 0000 Wellspring Capital Management New York, NY 2002 00000 0000-00-00
0000 000000000 00000000 Blum Capital Partners San Francisco, CA 2002 00000 0000-00-00
000000 0000000000 00000 Mobius Venture Capital Boulder, CO 2002 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

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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
Daniel Kane Secretary & Treasurer Washington, DC
Mathann Jackson Senior Investment Advisor Washington, DC
You’re viewing 5 of 11 team members. Get the full list »

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