IATSE National Benefit Funds

IATSE National Benefit Funds

The IATSE National Benefit Funds originated in 1957 as trust vehicles created through union negotiations with motion picture, television, and live theater employers. Matthew D. Loeb serves as chairman while Carol A. Lombardini represents management as co-chair. The structure maintains separate pension, health, and annuity accounts funded by employer contributions. Allocations include commitments to Rockwood Capital Real Estate Partners Fund XI and I Squared Global Infrastructure Fund III. Additional positions appear in Ullico J for Jobs commercial real estate debt, AFL-CIO Housing Investment Trust multi-family projects, and commingled vehicles from Fort Washington Capital Partners and Constitution Capital Partners. Geographic exposure centers on the United States with select global infrastructure holdings. The fund maintains 612 million dollars in assets and retains Segal Marco Advisors and Meketa Investment Group as consultants. It participates in IFEBP conferences and IATSE conventions. No additional offices beyond the New York headquarters are recorded. Governance rests on a joint board with equal union and employer seats, a structure required by the Taft-Hartley Act for multi-employer plans in the entertainment sector.