Pension Fund

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Indiana Laborers Fringe Benefit Funds

The Indiana Laborers Fringe Benefit Funds was founded in 1962 as the primary pension vehicle for members of the Indiana Laborers District Council. David A.

Indiana Laborers Fringe Benefit Funds logo

Indiana Laborers Fringe Benefit Funds

The Indiana Laborers Fringe Benefit Funds was founded in 1962 as the primary pension vehicle for members of the Indiana Laborers District Council. David A. Frye serves as chairman while Somer Taylor acts as plan administrator. The structure operates under a board of trustees that includes both labor and employer representatives. The fund targets a 12.66 percent allocation to private equity and maintains a 5 percent target for real estate and alternatives. Confirmed holdings include commitments to Siguler Guff, Mesirow Financial, PEG Global Private Equity VII, and Corrum Capital Aviation Investors 2018. Geographic exposure centers on the United States with additional positions in global private equity vehicles. Assets total 1635 million USD. The fund shares headquarters and administrative resources with the Indiana Laborers Welfare Fund and Training Trust Fund. It maintains memberships in US SIF and Proxy Monitor and retains JP Morgan Chase Bank as custodian and Robbins Geller Rudman & Dowd as legal counsel. Governance rests with the Board of Trustees drawn from the District Council and employer groups such as AGC of Indiana. This multi-trustee model distinguishes the fund from single-sponsor plans and ties investment decisions directly to labor-management agreements.

General information

Firm type

Pension Fund

Year founded

1962

Location

Region

North America

Country

United States

City

Terre Haute

Corporate office

413 Swan Street, Terre Haute, IN 47807

Principals

David A. Frye

Chairman of the Board of Trustees

Somer Taylor

Plan Administrator

Sector focus

Diversified

Frequently asked questions

Who runs investment decisions at Indiana Laborers Fringe Benefit Funds?

David A. Frye chairs the Board of Trustees. The board sets policy while JP Morgan Asset Management and Siguler Guff serve as investment advisors.

Does Indiana Laborers Fringe Benefit Funds participate in fund commitments or only direct deals?

The fund commits to private equity funds including PEG Global Private Equity VII and StepStone Endurance Fund. It also holds limited partnership interests in aviation and other vehicles.

Where does the underlying wealth come from?

Contributions come from employers party to collective bargaining agreements with the Indiana Laborers District Council. The plan covers vested benefits for eligible union members.

How is Indiana Laborers Fringe Benefit Funds related to the Indiana Laborers District Council?

The fund serves as the primary pension vehicle for District Council members. Trustees include representatives from both the council and employer associations.

What asset classes receive allocations?

Public equities, private equity at 12.66 percent, real estate at a 5 percent target, and common collective trusts form the main exposures.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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