IUOE Local 98 Pension Plan Overview

  • Type
  • Union Pension Fund
  • Founded
  • 1959
Founded
  • Professionals
  • 5
Professionals
  • AUM
  • 00000
  • Commitments
  • 6

IUOE Local 98 Pension Plan General Information

Description

IUOE Local 98 Pension Plan is a multi-employer defined benefit union pension fund based in East Longmeadow, Massachusetts. The plan was established in 1959 under an agreement and declaration of trust pursuant to collective bargaining agreements between the International Union of Operating Engineers Local Union Number 98 and various employers and employer associations in the construction industry in the states of Massachusetts, Vermont, and New Hampshire. The purpose of the plan is to provide retirement and death benefits to eligible participants. The assets of the pension fund are managed by the executive management team. State Street Bank, Loomis Sayles, Meketa Investment Group, and State Street Bank serve as custodians.

Contact Information

Year Founded
1959
Commitment Size
00000
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Union Pension Fund
Primary Contact
0000000 0000000
Title
Business Manager, President, Chairman of the Board and Plan Administrator
Email
00000000@0000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 40 Hudson Drive
  • P.O. Box 1290
  • Southwick, MA 01077
  • United States
+1 (413) 000-0000

IUOE Local 98 Pension Plan Commitments (6)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
000 00000000 000 AEW Capital Management Boston, MA 2014 00000 0000-00-00
00000000 000000 0000000 00000000 0000000 Simsbury, CT 2013 00.000 0000-00-00 000
00 000000 0000000000 00 00 0000000000 00 Boston, MA 2013 00.000 0000-00-00
000 00000000 00 000 0000000 0000 Boston, MA 2010 00000 0000-00-00 000
00 000000 0000000000 00 00 0000000000 00 Boston, MA 2006 00.000 0000-00-00 000
You’re viewing 5 of 6 commitments. Get the full list »
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IUOE Local 98 Pension Plan 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

IUOE Local 98 Pension Plan 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

IUOE Local 98 Pension Plan Team (11)

Name Title Office
William Fay Treasurer of the Board and Business Agent Southwick, MA
Patricia O'Connor Executive Southwick, MA
Janet Callahan Plan Sponsor Southwick, MA
John Jaskula Financial Secretary Southwick, MA
David Kazimierczak Recording Secretary Southwick, MA
You’re viewing 5 of 11 team members. Get the full list »

IUOE Local 98 Pension Plan Board Members (4)

Name Representing Role Since
Brian MacDonald IUOE Local 98 Pension Plan Trustee 000 0000
Keith Hancock IUOE Local 98 Pension Plan Vice President, Contract Representative/Organizer & Trustee 000 0000
Phillip Chaffee IUOE Local 98 Pension Plan Business Manager, President, Chairman of the Board and Plan Administrator 000 0000
You’re viewing 3 of 4 board members. Get the full list »