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
Bricklayers and Allied Craftworkers Local 1 of Pa/de Pension Plan
Taft-Hartley planPhiladelphia, PA
Assets
$79.5M
Total assets, Apr 30, 2025 reported
Funded
99.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Bricklayers and Allied Craftworkers Local 1 of Pa/de Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.2%
- Registered investment companies 97.6%
Consultants and advisers
2 firms
- Cbiz Ris Actuarythrough Apr 30, 2025 Form 5500
- The Mckeogh Company Actuarythrough Apr 30, 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
27 readings
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 | 1,198 | n/a | n/a | n/a | $79.5M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 917 | n/a | n/a | n/a | $71.5M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 876 | n/a | n/a | n/a | $49.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- BBP of Dvi codes 13 50 $54,197 PY2024
- The Mckeogh Co codes 11 50 $48,254 PY2024
- Forvis Mazars, LLP codes 10 50 $28,080 PY2024
- Thomas Mcgoldrick Esq codes 29 50 $25,728 PY2024
- O'Donoghue and O'Donoghue LLP codes 29 50 $14,363 PY2024
- Anthony M Pontarelli CPA LLC codes 10 50 $12,770 PY2024
- Cbiz Benefits & Insurance Services codes 11 50 $5,000 PY2024
- The Mckeogh Company codes 11 PY2024
- The Mckeogh Co codes 11 50 $51,588 PY2023
- BBP of Dvi codes 13 50 $28,937 PY2023
- Thomas J Mcgoldrick Esq codes 29 50 $25,107 PY2023
- O'Donoghue and O'Donoghue LLP codes 29 50 $16,968 PY2023
- Anthony M Pontarelli CPA LLC codes 10 50 $15,850 PY2023
- The Mckeogh Company codes 11 PY2023
- BBP of Dvi codes 13 50 $74,400 PY2022
- The Mckeogh Co codes 11 50 $42,000 PY2022
- Thomas J Mcgoldrick Esq codes 29 50 $24,348 PY2022
- Anthony M Pontarelli CPA LLC codes 10 50 $14,000 PY2022
- O'Donoghue and O'Donoghue LLP codes 29 50 $11,869 PY2022
- The Mckeogh Company codes 11 PY2022
What changed
5 events
- Apr 30, 2025Assets changedBricklayers and Allied Craftworkers Local 1 of Pa/de Pension Plan total assets $71M -> $79M (+11.2%, 2024-04-30 to 2025-04-30)
- May 1, 2024Funded status changedBricklayers and Allied Craftworkers Local 1 of Pa/de Pension Plan funded ratio 102.1% -> 99.1% (2023-05-01 to 2024-05-01)
- May 1, 2024Assets changedBricklayers and Allied Craftworkers Local 1 of Pa/de Pension Plan plan assets $50M -> $71M (+43.8%, 2023-05-01 to 2024-05-01)
- Apr 30, 2024Assets changedBricklayers and Allied Craftworkers Local 1 of Pa/de Pension Plan total assets $49M -> $71M (+44.6%, 2023-04-30 to 2024-04-30)
- May 1, 2023Funded status changedBricklayers and Allied Craftworkers Local 1 of Pa/de Pension Plan funded ratio 95.7% -> 102.1% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236263285-001
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.