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
Northwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Plan
Taft-Hartley planMercer Island, WA
Assets
$87.6M
Total assets, Mar 31, 2025 reported
Funded
99.7%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: BOT, N.W. Gmp & Allied Workers Pension Plan
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 7.1%
- Non-interest-bearing cash 0.5%
- Registered investment companies 92.3%
Consultants and advisers
3 firms
- Bank of America CustodianInvestment adviser (plan)through Mar 31, 2025 Form 5500
- RV Kuhns & Associates Investment adviser (plan)through Mar 31, 2023 Form 5500
- Milliman, Inc. Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$79,280 (2024-03) · $83,259 (2023-03)
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 Mar 31, 2025 | 2,194 | n/a | n/a | n/a | $87.6M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 2,167 | n/a | n/a | n/a | $86.9M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 2,084 | n/a | n/a | n/a | $81.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Welfare & Pension Admin Svc, Inc codes 10 12 13 14 15 50 $193,722 PY2024
- Milliman codes 11 17 34 50 $134,868 PY2024
- RV Kuhns & Associates codes 27 50 $58,262 PY2024
- Barlow & Coughran, P.S. codes 29 50 $29,065 PY2024
- US Bank codes 15 50 68 $24,202 PY2024
- Cliftonlarsonallen LLP codes 10 50 $23,347 PY2024
- Bank of America codes 18 50 $10,298 PY2024
- Milliman, Inc. codes 11 PY2024
- Welfare & Pension Admin Svc, Inc codes 10 12 13 14 15 50 $191,189 PY2023
- Milliman codes 11 17 34 50 $114,191 PY2023
- RV Kuhns & Associates codes 27 50 $56,444 PY2023
- US Bank codes 15 50 68 $22,836 PY2023
- Barlow Coughran Morales & Josephson codes 29 50 $21,610 PY2023
- Anastasi Moore & Martin, PLLC codes 10 50 $17,456 PY2023
- Cliftonlarsonallen LLP codes 10 50 $16,731 PY2023
- Bank of America codes 27 50 $9,598 PY2023
- Print Time codes 36 50 $6,036 PY2023
- Milliman, Inc. codes 11 PY2023
- Welfare & Pension Admin Svc, Inc codes 10 12 13 14 15 50 $180,080 PY2022
- Milliman codes 11 17 34 50 $92,795 PY2022
- RV Kuhns & Associates codes 27 50 $52,716 PY2022
- US Bank codes 15 50 68 $22,737 PY2022
- Barlow Coughran Morales & Josephson codes 29 50 $21,192 PY2022
- Cliftonlarsonallen LLP codes 10 50 $18,960 PY2022
- Bank of America codes 27 50 $7,806 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
1 events
- Dec 31, 2024Consultant changedinferenceBank of America no longer appears on Northwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Bank of Americaaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916033485-001
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.