SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan
Taft-Hartley plan, based in Covina, California, reporting $321M in assets, for 3,142 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Invesco appears on SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser and 1 more dated event
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Relationship network
10 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.
- 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 1.4%
- Non-interest-bearing cash 0.2%
- U.S. Government securities 97.0%
Consultants and advisers
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2023 Form 5500
- US Bank Trusteethrough Dec 31, 2024 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 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
- Invescoplan years 2024
What changed
- Dec 31, 2024Manager relationship startedInvesco appears on SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invescoaskebsa.dol.gov
- Dec 31, 2024Assets changedSO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan total assets $358M -> $321M (-10.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedSO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan funded ratio 2.4% -> 0.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan plan assets $3M -> $775,530 (-72.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceVerus Advisory, Inc appears on SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Verus Advisory, Inc.askebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
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 | 3,142 | Not disclosed | Not disclosed | n/a | $321M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,360 | Not disclosed | Not disclosed | n/a | $358M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,380 | Not disclosed | Not disclosed | n/a | $3.0M | Not disclosed | Not disclosed | Not disclosed |
- Horizon Actuarial Services codes 11 50 $164,520 PY2024
- Pacific Southwest Administrators codes 12 13 36 50 $138,402 PY2024
- Verus Advisory, Inc codes 27 50 $80,000 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source 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
+6 connections on the graph
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