International Assoc of Heat and Frost Insulators Local 17 Pension Fund
Taft-Hartley plan, based in Tinley Park, Illinois, reporting $338M in assets, for 1,709 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Washington Capital Management, Inc. appears on International Assoc of Heat and Frost Insulators Local 17 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022).
2 more managers and 18 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- NIS High Yield Fund, LLC3 commitments
- NIS Preferred Stock Fund II, LLC3 commitments
- Washington Capital Joint Master Tru3 commitments
- National Investment Svcs of Amer6 commitments
- Washington Capital Management, Inc.3 commitments
- Great Gray Trust Company3 commitments
Relationship network
30 connected entities21 observed commitments12 repeat counterparties12 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.2%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (preferred) 4.5%
- U.S. Government securities 6.0%
- Other investments 3.6%
- Partnership/joint venture interests 8.0%
- 103-12 investment entities 4.5%
- Common/collective trusts 13.8%
- Registered investment companies 58.2%
Consultants and advisers
- Strategic Capital Inv Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- OLD National Bank Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- National Investment Svcs of Amer6 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- National Investment Svcs of Amerplan years 2022
- Washington Capital Management, Inc.plan years 2022
- Great Lakes Advisorsplan years 2022
What changed
- Dec 31, 2023Manager relationship startedWashington Capital Management, Inc. appears on International Assoc of Heat and Frost Insulators Local 17 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Washington Capital Management, Inc.askebsa.dol.gov
- Jan 1, 2023Funded status changedInternational Assoc of Heat and Frost Insulators Local 17 Pension Fund funded ratio 104.8% -> 107.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedInternational Assoc of Heat and Frost Insulators Local 17 Pension Fund plan assets $341M -> $284M (-16.7%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NIS Preferred Stock Fund II, LLCcollective trust | National Investment Svcs of Amer | Public equity | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $15.1M held | Disclosed holding | askebsa.dol.gov |
+18 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,709 | Not disclosed | Not disclosed | n/a | $338M | $27.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,711 | Not disclosed | Not disclosed | n/a | $309M | $30.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,719 | Not disclosed | Not disclosed | n/a | $284M | $29.0M | Not disclosed | Not disclosed |
- National Inv Svcs of America, Inc codes 28 51 $161,866 PY2024
- Mary Mcmullin codes 30 $131,049 PY2024
- Milliman codes 11 $113,185 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
International Assoc of Heat and Frost Insulators Local 17 Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2023-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.