Freight Drivers and Helpers Local Union No. 557 Pension Plan
Taft-Hartley plan, based in Columbia, Maryland, reporting $213M in assets, for 2,133 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Comerica Bank and Trust appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
6 more advisers and 5 more dated events
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- Conestoga Small Cap Growth Collecti1 commitment
- Comerica Bank1 commitment
Relationship network
21 connected entities1 observed commitmentcommitments 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 2.2%
- Non-interest-bearing cash 1.4%
- Corporate debt instruments (other) 35.7%
- Corporate debt instruments (preferred) 25.2%
- U.S. Government securities 0.1%
- Common/collective trusts 3.0%
- Registered investment companies 24.3%
- Common stock 7.3%
Consultants and advisers
- Robert W. Baird & Co. Investment adviser (plan)through Dec 31, 2024 Form 5500
- Comerica Bank Investment adviser (plan)through Dec 31, 2024 Form 5500
- Silvercrest Asset Management Group Investment adviser (plan)through Dec 31, 2024 Form 5500
+6 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
- Comerica Bank1 row, latest Dec 31, 2024
- Comerica Bankplan years
- Ryan Alm, Inc.plan years 2023
- Macquarie Investment Managementplan years 2022
+1 more Schedule C manager
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
- Dec 31, 2024Consultant changedinferenceComerica Bank and Trust appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Comerica Bankaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceRobert W. Baird & Co. appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Robert W. Baird & Co.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSilvercrest Asset Management Group appears on Freight Drivers and Helpers Local Union No. 557 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Silvercrest Asset Management Groupaskebsa.dol.gov
- Jan 1, 2024Funded status changedFreight Drivers and Helpers Local Union No. 557 Pension Plan funded ratio 6.4% -> 9.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedFreight Drivers and Helpers Local Union No. 557 Pension Plan plan assets $11M -> $15M (+38.8%, 2023-01-01 to 2024-01-01)
+5 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Conestoga Small Cap Growth Collecticollective trust | Comerica Bank | Public equity | $6.3M held | Disclosed holding | askebsa.dol.gov |
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 | 2,133 | Not disclosed | Not disclosed | n/a | $213M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,207 | Not disclosed | Not disclosed | n/a | $214M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,312 | Not disclosed | Not disclosed | n/a | $203M | Not disclosed | Not disclosed | Not disclosed |
- Groom Law Group, Chartered codes 29 50 $195,717 PY2024
- Ryan Alm, Inc codes 28 50 $161,812 PY2024
- The Segal Company codes 11 50 $154,533 PY2024
+34 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
Freight Drivers and Helpers Local Union No. 557 Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+7 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
+14 connections on the graph
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