DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Operative Plasterers and Cement Masons Local 204 Pension Fd
Taft-Hartley planMadison, WI
Assets
$63.8M
Total assets, Apr 30, 2025 reported
Funded
86.7%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Operative Plasterers and Cement Masons Local 204 Pen
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.2%
- Non-interest-bearing cash 0.5%
- Registered investment companies 94.4%
Consultants and advisers
2 firms
- LEE Jost & Associates Pension consultantthrough Apr 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- US Bankplan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$120,695 (2024-04) · $107,389 (2023-04)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 636 | n/a | n/a | n/a | $63.8M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 606 | n/a | n/a | n/a | $57.5M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 521 | n/a | n/a | n/a | $51.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- US Bank N.A. codes 28 49 50 51 $156,152 PY2024
- BPA of Wi a Benesys Company codes 10 13 50 $81,912 PY2024
- United Actuarial Services codes 11 50 $28,050 PY2024
- Sikich LLP codes 10 50 $18,290 PY2024
- LEE Jost & Associates codes 17 50 $17,121 PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- US Bank N.A. codes 28 49 50 51 $128,025 PY2023
- BPA of Wi a Benesys Company codes 10 13 50 $86,821 PY2023
- United Actuarial Services codes 11 50 $24,945 PY2023
- LEE Jost & Associates codes 17 50 $22,121 PY2023
- Sikich LLP codes 10 50 $17,250 PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- US Bank N.A. codes 28 49 50 51 $114,713 PY2022
- BPA of Wi a Benesys Company codes 10 13 50 $88,154 PY2022
- United Actuarial Services codes 11 50 $24,200 PY2022
- LEE Jost & Associates codes 17 50 $17,121 PY2022
- Sikich LLP codes 10 50 $16,360 PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
3 events
- Apr 30, 2025Assets changedOperative Plasterers and Cement Masons Local 204 Pension Fd total assets $58M -> $64M (+10.8%, 2024-04-30 to 2025-04-30)
- May 1, 2024Assets changedOperative Plasterers and Cement Masons Local 204 Pension Fd plan assets $52M -> $58M (+10.9%, 2023-05-01 to 2024-05-01)
- Apr 30, 2024Assets changedOperative Plasterers and Cement Masons Local 204 Pension Fd total assets $52M -> $58M (+10.8%, 2023-04-30 to 2024-04-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 396185236-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.