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
Plumbers Local 360 Pension Plan
Taft-Hartley planCollinsville, IL
Assets
$32.2M
Total assets, Dec 31, 2024 reported
Funded
99.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: United Association of Plumbers Local 360
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.3%
- U.S. Government securities 0.0%
- Common/collective trusts 8.1%
- Registered investment companies 91.0%
Consultants and advisers
2 firms
- Ekon Advisors Custodianthrough Dec 31, 2022 Form 5500
- Ekon Benefits Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Newtower Trust Companyplan years 2023
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $817,681 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $849,298 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$21,500 (2023-12) · $21,500 (2022-12)
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 Dec 31, 2024 | 254 | n/a | n/a | n/a | $32.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 249 | n/a | n/a | n/a | $28.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 249 | n/a | n/a | n/a | $25.4M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Susan M Baldus codes 30 50 $75,370 PY2024
- Anders Minkler Huber Helm LLP codes 50 $34,288 PY2024
- Ekon Advisors codes 19 $21,500 PY2024
- Ekon Benefits codes 11 15 17 38 $21,400 PY2024
- Newtower Trust Company codes 28 $7,302 PY2024
- Afl-Cio Building Investment Trust Sched. D C $1.8M PY2024
- Multi-Employer Property Trust Sched. D C $817,681 PY2024
- Ekon Benefits codes 11 PY2024
- Susan M Baldus codes 30 50 $72,896 PY2023
- Anders Minkler Huber Helm LLP codes 10 50 $40,290 PY2023
- Ekon Advisors codes 19 $21,500 PY2023
- Ekon Benefits codes 11 15 17 38 50 $19,650 PY2023
- Newtower Trust Company codes 28 $8,033 PY2023
- Hammond & Shinners PC codes 29 $8,017 PY2023
- Membertrak LLC codes 64 $5,398 PY2023
- Afl-Cio Building Investment Trust Sched. D C $1.8M PY2023
- Multi-Employer Property Trust Sched. D C $849,298 PY2023
- Ekon Benefits codes 11 PY2023
- Susan M Baldus codes 30 50 $71,202 PY2022
- Anders Minkler Huber Helm LLP codes 10 50 $34,573 PY2022
- Ekon Advisors codes 19 $21,500 PY2022
- Ekon Benefits codes 11 15 17 38 50 $19,650 PY2022
- Hammond & Shinners PC codes 29 $9,037 PY2022
- Afl-Cio Building Investment Trust Sched. D C $2.7M PY2022
- Multi-Employer Property Trust Sched. D C $1.0M PY2022
- Ekon Benefits codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedPlumbers Local 360 Pension Plan total assets $28M -> $32M (+13.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPlumbers Local 360 Pension Plan funded ratio 92.7% -> 99.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPlumbers Local 360 Pension Plan plan assets $25M -> $28M (+12.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedNewtower Trust Company appears on Plumbers Local 360 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Newtower Trust Companyaskebsa.dol.gov
- Dec 31, 2023Assets changedPlumbers Local 360 Pension Plan total assets $25M -> $28M (+12.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPlumbers Local 360 Pension Plan funded ratio 116.8% -> 92.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPlumbers Local 360 Pension Plan plan assets $31M -> $25M (-18.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 371186588-001
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.