Iron Workers' Locals No. 15 & 424 Pension Plan
Taft-Hartley plan, based in Cromwell, Connecticut, reporting $88.2M in assets, for 1,444 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Intercontinental R/e Corp. appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 6 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Ullico Infrastructure Tax Exempt Fu3 commitments
- Fixed Income Group Trust3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Ullico Investment Advisors3 commitments
- Segal Advisors, Inc.3 commitments
- BNY Mellon3 commitments
Relationship network
24 connected entities9 observed commitments7 repeat counterpartiescommitments 2023 to 2025
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 0.8%
- Non-interest-bearing cash 1.1%
- Other investments 9.6%
- Partnership/joint venture interests 2.1%
- 103-12 investment entities 30.6%
- Common/collective trusts 29.4%
- Registered investment companies 24.0%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Principal Global Investors LLC Custodianthrough Jun 30, 2024 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Ullico Investment Advisors3 rows, latest Jun 30, 2025
- Segal Advisors, Inc.3 rows, latest Jun 30, 2025
- BNY Mellon3 rows, latest Jun 30, 2025
- Segal Advisors, Inc.plan years
- International Real Estate Corporatiplan years 2025
- Kayne Anderson Capital Advisors, LPplan years 2024
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship startedIntercontinental R/e Corp. appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with International Real Estate Corporatiaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceKayne Anderson Capital Advisors LP no longer appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Kayne Anderson Capital Advisors, LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceEntrust Global Partners Ofshore LP no longer appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Entrust Global Partners Offshore LPaskebsa.dol.gov
- Jul 1, 2024Funded status changedIron Workers' Locals No. 15 & 424 Pension Plan funded ratio 62.7% -> 65.3% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Manager relationship startedKayne Anderson Capital Advisors LP appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Kayne Anderson Capital Advisors, LPaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $24.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $26.0M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Jun 30, 2025 | 1,444 | Not disclosed | Not disclosed | n/a | $88.2M | $1.9M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,466 | Not disclosed | Not disclosed | n/a | $81.5M | $2.9M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,485 | Not disclosed | Not disclosed | n/a | $74.6M | $2.2M | Not disclosed | Not disclosed |
- Segal Advisors, Inc. codes 27 50 $106,050 PY2024
- The Segal Company codes 11 49 50 $91,514 PY2024
- Reid & Riege P.C. codes 29 50 $64,844 PY2024
+45 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Iron Workers' Locals No. 15 & 424 Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+3 more changes on this record's ledger
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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
+9 connections on the graph
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