# IATSE National Benefit Funds

IATSE National Benefit Funds is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 417 Fifth Avenue 3rd Floor, New York, NY 10016-2204, United States
- **Founded:** 1957
- **Assets under management:** 612 (Altss estimate)
- **Website:** www.iatsenbf.org
- **LinkedIn:** https://www.linkedin.com/company/i.a.t.s.e.-national-benefit-funds

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Private Equity
- Real Estate
- Infrastructure

## People

- Matthew D. Loeb — Chairman of the Board of Trustees
- Carol A. Lombardini — Co-Chair of the Board of Trustees
- Anne J. Zeisler — Executive Director

## Questions

### Who runs investment decisions at IATSE National Benefit Funds?

A Board of Trustees with equal IATSE and employer representation oversees the fund. Matthew D. Loeb serves as chairman and Anne J. Zeisler acts as executive director.

### Does IATSE National Benefit Funds participate in fund commitments or only direct deals?

The fund makes commitments to private equity, real estate, and infrastructure funds. Confirmed holdings include Rockwood Capital Real Estate Partners Fund XI and I Squared Global Infrastructure Fund III.

### What investment stages does IATSE National Benefit Funds typically target?

The fund allocates across buyout, growth, distressed debt, and co-investment strategies through third-party managers.

### How is IATSE National Benefit Funds related to the IATSE union?

The International Alliance of Theatrical Stage Employees established the funds through collective bargaining and maintains equal representation on the board of trustees.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/iatse-national-benefit-funds

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