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
Pension Plan for Plumbers and Pipefitters Local Union No. 776 (lima, Ohio)
Taft-Hartley planMaumee, OH
Assets
$62.7M
Total assets, Jun 30, 2025 reported
Funded
114.9%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
9
none on the tape
Plan sponsor: Board of Trustees Pension Plan for Plumbers and Pipefitters Local 776
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Insurance company general account 1.7%
- Partnership/joint venture interests 7.3%
- Common/collective trusts 50.3%
- Pooled separate accounts 1.1%
- Registered investment companies 38.5%
Consultants and advisers
3 firms
- Segal Marco Advisors Investment adviser (plan)through Jun 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
- Aetna Life Insurance Company3 rows, latest Jun 30, 2025
- Amalgamated Bank3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
Commitments
9 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 Jun 30, 2025 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $665,020 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $27.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $539,820 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $26.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Separate Account 174separate account | Aetna Life Insurance Company | Pooled vehicles | $550,790 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Longview Broad Market 3000 Index Fucollective trust | Amalgamated Bank | Pooled vehicles | $24.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$73,386 (2024-06) · $54,265 (2023-06)
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 Jun 30, 2025 | 526 | n/a | n/a | n/a | $62.7M | $4.6M | n/a | n/a |
| 2023 to Jun 30, 2024 | 526 | n/a | n/a | n/a | $57.1M | $4.5M | n/a | n/a |
| 2022 to Jun 30, 2023 | 524 | n/a | n/a | n/a | $52.4M | $3.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Northwestern Ohio Administrators codes 13 $72,263 PY2024
- Milliman Inc. codes 11 $36,413 PY2024
- Segal Marco Advisors codes 27 $35,000 PY2024
- Sumaker, Loops and Kendrick codes 29 $27,266 PY2024
- Clark, Schaefer, Hackett & Co codes 10 $18,500 PY2024
- Amalgamated Bank codes 19 51 $13,601 PY2024
- Alic - Separate Account 174 Sched. D P $665,020 PY2024
- Longview Broad Market 3000 Index Fd Sched. D C $27.7M PY2024
- Multi-Employer Property Trust Sched. D C $3.9M PY2024
- Milliman, Inc. codes 11 PY2024
- Northwestern Ohio Administrators codes 13 $66,314 PY2023
- Milliman Inc. codes 11 $35,294 PY2023
- Segal Marco Advisors codes 27 $35,000 PY2023
- Shumaker, Loops and Kendrick codes 29 $20,664 PY2023
- Amalgamated Bank codes 19 51 $12,109 PY2023
- Clark, Schaefer, Hackett & Co. codes 10 $11,000 PY2023
- Alic - Separate Account 174 Sched. D P $539,820 PY2023
- Longview Broad Market 3000 Index Fd Sched. D C $26.6M PY2023
- Multi-Employer Property Trust Sched. D C $3.8M PY2023
- Milliman, Inc. codes 11 PY2023
- Northwestern Ohio Administrators codes 13 $42,585 PY2022
- Segal Marco Advisors codes 27 $37,917 PY2022
- Milliman Inc. codes 11 $27,012 PY2022
- Shumaker, Loop and Kendrick codes 29 $24,326 PY2022
- Amalgamated codes 19 51 $11,155 PY2022
- Clark, Schaefer, Hackett & Co. codes 10 $10,400 PY2022
- Alic - Separate Account 174 Sched. D P $550,790 PY2022
- Longview Broad Market 3000 Index Fd Sched. D C $24.1M PY2022
- Multi-Employer Property Trust Sched. D C $4.3M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346682531-001
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.