U.A. Local Union Officers & Employees Pension Plan

U.A. Local Union Officers & Employees Pension Plan

The U.A. Local Union Officers & Employees Pension Plan (U.A. Local Union O&E Pension Plan) is a defined-benefit pension fund established to provide retirement benefits for union officers and employees in the United States. Its exact founding year is not publicly listed, but union pension plans of this type typically date to the mid-20th century. The fund operates from Annapolis, Maryland. The fund's known strategy centers on secondaries — a niche within private equity where investors buy and sell existing commitments to private market funds. This focus suggests the plan actively manages its portfolio liquidity and rebalancing, rather than relying solely on primary fund commitments. Beyond secondaries, the fund may also invest in other private market asset classes, though its full allocation mix is not publicly disclosed. Geographic focus appears to be North America. The size of the fund is undisclosed. The team operating the plan is not publicly listed, and no additional offices have been identified. No recent operational event within the last 24 months has been captured in public sources. Structurally, the U.A. Local Union Officers & Employees Pension Plan is a defined-benefit plan — a declining model in the U.S. private sector but common among union and public retirement systems. Its singular focus on secondaries as a named strategy differentiates it from typical union pension funds, which often hold diversified multi-asset portfolios with less emphasis on later-stage private equity liquidity.