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IUOE Local 30 Pension Fund
The IUOE Local 30 Pension Plan was established in 1954 to deliver retirement benefits to union members. William M. Lynn serves as chairman alongside other...
IUOE Local 30 Pension Fund
The IUOE Local 30 Pension Plan was established in 1954 to deliver retirement benefits to union members. William M. Lynn serves as chairman alongside other trustees including Robert Moccio and Kevin Cruse. The plan holds a 4.23 percent allocation to private equity through commitments such as GCM Grosvenor Multi-Asset Class Fund III. It also maintains direct investments in commercial real estate partnerships located in New York and a significant stake in the William Blair Global Small Cap Growth Fund. Geographic exposure centers on the United States with primary activity in New York. Assets total $306 million according to internal records. The plan uses service providers including Fidelity Investments as recordkeeper and Segal Marco Advisors as investment consultant. In October 2024 the fund sponsored the Martin Ross Memorial Golf Outing. Governance rests with a board of trustees drawn from union leadership and contributing employers, creating a direct link between plan administration and the membership base that supplies contributions.
General information
Firm type
Pension Fund
Year founded
1954
Location
Region
North America
Country
United States
City
Whitestone
Corporate office
16-16 Whitestone Expressway, Whitestone, NY 11357, United States
Principals
William M. Lynn
Business Manager and Financial Secretary, Chairman of the Benefit Funds
Robert Moccio
President and Trustee
Darren Turton
Plan Administrator
Kevin Cruse
Trustee and Treasurer
Sector focus
Frequently asked questions
Who runs investment decisions at IUOE Local 30 Pension Fund?
The Board of Trustees sets strategic direction. William M. Lynn serves as chairman. Darren Turton acts as plan administrator.
Does IUOE Local 30 Pension Fund participate in fund commitments or only direct deals?
The plan commits to private equity funds such as GCM Grosvenor Multi-Asset Class Fund III and holds direct real estate partnership interests.
What asset classes does IUOE Local 30 Pension Fund target?
Allocations include private equity at 4.23 percent, real estate partnerships, and public equity mutual funds.
Where does the underlying wealth come from?
Contributions come from employers of IUOE Local 30 members under collective bargaining agreements.
How is IUOE Local 30 Pension Fund related to the parent union?
It is the defined benefit plan sponsored by IUOE Local 30, with trustees drawn from union officers and contributing employers.
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