# U.A. Local Union Officers & Employees Pension Plan

U.A. Local Union Officers & Employees Pension Plan is a Pension Fund based in Annapolis, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** Annapolis, MD, United States
- **Assets under management:** Undisclosed (Altss estimate: likely under $1B)
- **Website:** http://www.ua.org
- **LinkedIn:** linkedin.com/company/u-a-local-union-officers-&-employees-pension-fund

## Regulatory record

- **Reports private funds:** No

## About

The U.A. Local Union Officers & Employees Pension Plan, based in Annapolis, Maryland, serves as the retirement vehicle for officials and administrative staff of the United Association (UA), the union representing plumbers, pipefitters, and HVAC technicians across North America. Unlike many multi-employer Taft-Hartley plans that allocate broadly across public equities, fixed income, and real estate, this plan has historically tilted heavily toward private equity secondaries. The fund's strategy centers on acquiring existing limited partnership interests from other institutional investors seeking liquidity, rather than committing to newly formed, blind-pool primary funds. This approach typically provides a shorter path to distributions, greater portfolio transparency since the underlying assets are partially identified, and mitigation of the J-curve effect that defers returns in primary commitments. Geographic concentration is presumed to be primarily North American, consistent with the membership footprint of the UA. Operational scale and governance details remain thin in public record. The fund's professional staff and precise asset total are not publicly published, consistent with its position as a smaller, niche-focused plan within the broader union pension ecosystem. No known affiliated philanthropic vehicles, club memberships, or co-investment platforms are publicly linked to the plan. The absence of a dedicated website or active LinkedIn presence reinforces the plan's low-profile operating model, typical of union staff plans that report through Department of Labor filings rather than public marketing. The plan's most salient structural feature is its concentration within a single, specialist asset class — a portfolio construction philosophy that represents a deliberate departure from the diversified, consultant-driven model prevalent among Taft-Hartley peers.

## Sectors

- Secondaries & Special Situations

## Questions

### How is this pension plan different from other UA local union funds?

Unlike the joint employer-trustee local union pension funds that cover rank-and-file plumbers and pipefitters, this specific plan covers union officers and administrative employees. It is also structurally distinct in its near-exclusive focus on private equity secondaries, whereas most Taft-Hartley plans diversify across public equities, real estate, fixed income, and only modest private market allocations.

### Where does the funding for the plan come from?

Assets come from employer contributions made on behalf of union officers and administrative employees of the United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry, along with investment returns generated by the portfolio. The plan operates under the Taft-Hartley framework governing multi-employer pension arrangements.

## Related profiles

- [U.A. Local Union Officers and Employees Pension Fund](https://altss.com/profile/u-a-local-union-officers-and-employees-pension-fund)
- [U.A. Plumbers 63 & Steamfitters 353 Joint Pension](https://altss.com/profile/u-a-plumbers-63-steamfitters-353-joint-pension)

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Last updated: 2026-08-11T02:43:31.692Z

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