Structural Iw Local #1 Pension Plan
Taft-Hartley plan, based in Forest Park, Illinois, reporting $664M in assets, for 3,252 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Structural Iw Local #1 Pension Plan funded ratio 94.6% -> 96.6% (2023-01-01 to 2024-01-01).
3 more advisers, 4 more managers and 24 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Washington Capital Joint Master Tru3 commitments
- NIS High Yield Fund, LLC3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Prudential Insurance Company of Ame6 commitments
- National Investment Services4 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
48 connected entities27 observed commitments16 repeat counterparties18 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 1.3%
- Non-interest-bearing cash 0.1%
- Partnership/joint venture interests 8.4%
- 103-12 investment entities 4.4%
- Common/collective trusts 12.2%
- Pooled separate accounts 2.1%
- Registered investment companies 68.1%
- Real estate (other than employer real property) 3.1%
Consultants and advisers
- Bridgeway Benefit Technologies General consultantthrough Dec 31, 2023 Form 5500
- Strategic Capital Inv Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Innovative Software Solutions, Inc. General consultantthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- National Investment Services4 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
+4 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
- National Investment Servicesplan years
- Washington Capitalplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changedStructural Iw Local #1 Pension Plan funded ratio 94.6% -> 96.6% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceBridgeway Benefit Technologies appears on Structural Iw Local #1 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Bridgeway Benefit Technologiesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePrincipal Financial Group no longer appears on Structural Iw Local #1 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Principalaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceIssi no longer appears on Structural Iw Local #1 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Innovative Software Solutions, Inc.askebsa.dol.gov
- Jan 1, 2023Assets changedStructural Iw Local #1 Pension Plan plan assets $668M -> $559M (-16.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $29.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NIS High Yield Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
+24 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 | 3,252 | Not disclosed | Not disclosed | n/a | $664M | $55.7M | Not disclosed | $20.6M |
| 2023 to Dec 31, 2023 | 3,322 | Not disclosed | Not disclosed | n/a | $611M | $61.6M | Not disclosed | $23.2M |
| 2022 to Dec 31, 2022 | 3,276 | Not disclosed | Not disclosed | n/a | $560M | $53.1M | Not disclosed | $26.5M |
- John Gardiner codes 14 $231,091 PY2024
- National Investment Svcs Inc codes 28 51 $219,351 PY2024
- Washington Capital codes 28 51 $142,591 PY2024
+82 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
Structural Iw Local #1 Pension Plan sits on 15 traced paths of capital across the graphs.
DFX traced 15 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
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 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
+13 connections on the graph
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