DFX Intelligence

Allocator Intelligence

Cleveland Soft Drink Workers Pension Plan

Taft-Hartley plan· Independence, Ohio

Taft-Hartley plan, based in Independence, Ohio, reporting $2.6M in assets, for 238 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$2.6M
View relationshipsAsk DFX about this allocator
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Open searchesAllocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, Andco Consulting no longer appears on Cleveland Soft Drink Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).

Relationship network

7 connected entities

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.

Reading the network
  • Sponsor
  • 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 planShow
Taft-Hartley plan
Assets
$2.6M
Total assets, Dec 31, 2024 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of Cleveland Soft Drink Workers Pension Plan

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 16.6%
  • Corporate debt instruments (other) 14.0%
  • U.S. Government securities 18.6%
  • Registered investment companies 50.2%

Consultants and advisers

3 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

4 events
  • Dec 31, 2024Consultant changedinference
    Andco Consulting no longer appears on Cleveland Soft Drink Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner (andco)askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Mariner Institutional, LLC appears on Cleveland Soft Drink Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner Institutional LLCaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Cleveland Soft Drink Workers Pension Plan total assets $4M -> $3M (-25.7%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Cleveland Soft Drink Workers Pension Plan total assets $4M -> $4M (-16.2%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

21 readings
Total assets
$2.6M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $4.2M (2022-12)
Net assets
$2.6M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $4.2M (2022-12)
Participants
238 Jan 1, 2024 reported Form 5500
246 (2023-01) · 246 (2022-01)
Contributions
$254,496 Dec 31, 2024 reported Form 5500
$254,496 (2023-12) · $254,184 (2022-12)
Benefits paid
$1.2M Dec 31, 2024 reported Form 5500
$1.2M (2023-12) · $1.2M (2022-12)
Net investment income
-$914,654 Dec 31, 2024 reported Form 5500
-$674,432 (2023-12) · -$2.0M (2022-12)
Investment management fees
$21,366 Dec 31, 2024 reported Form 5500
$16,902 (2023-12) · $22,662 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024238Not disclosedNot disclosedn/a$2.6MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023246Not disclosedNot disclosedn/a$3.5MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022246Not disclosedNot disclosedn/a$4.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+11 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 346613099-001
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.

Not yet on record: funded ratio, fund commitments, managers.

Record history

4 dated events on the change ledger, latest event first
  • Consultant changed
    2024-12-31source on record
  • Consultant changed
    2024-12-31source on record
  • Total assets changed
    2024-12-31source on record

+1 more change on this record's ledger

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

+5 connections on the graph