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

Plumbers Local Union No. 519 Pension Fund

Taft-Hartley planPembroke Pines, FL
Assets
$45.1M
Total assets, Apr 30, 2025 reported
Funded
81.5%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees of Plumbers Local Union No. 519 Pension Fund
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.9%
  • Corporate debt instruments (other) 21.6%
  • U.S. Government securities 22.6%
  • Other investments 0.0%
  • Partnership/joint venture interests 1.9%
  • Registered investment companies 38.3%
  • Common stock 12.9%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$45.1M Apr 30, 2025 reported Form 5500
$43.7M (2024-04) · $42.7M (2023-04)
Plan assets
$43.7M May 1, 2024 reported Form 5500
$42.7M (2023-05) · $44.3M (2022-05)
Net assets
$45.1M Apr 30, 2025 reported Form 5500
$43.7M (2024-04) · $42.7M (2023-04)
Funded ratio
81.5% May 1, 2024 reported Form 5500
83.4% (2023-05) · 78.8% (2022-05)
Participants
1,114 May 1, 2024 reported Form 5500
1,092 (2023-05) · 1,022 (2022-05)
Contributions
$2.0M Apr 30, 2025 reported Form 5500
$1.8M (2024-04) · $1.9M (2023-04)
Benefits paid
$3.9M Apr 30, 2025 reported Form 5500
$3.7M (2024-04) · $3.7M (2023-04)
Net investment income
$1.4M Apr 30, 2025 reported Form 5500
$1.0M (2024-04) · $-1.6M (2023-04)
Investment management fees
$183,290 Apr 30, 2025 reported Form 5500
$172,089 (2024-04) · $165,290 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20251,114n/an/an/a$45.1M$872,352n/an/a
2023 to Apr 30, 20241,092n/an/an/a$43.7M$903,842n/an/a
2022 to Apr 30, 20231,022n/an/an/a$42.7M$4.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
2 events
  • Dec 31, 2023Manager relationship endedinference
    Sawgrass Asset Management, LLC no longer appears on Plumbers Local Union No. 519 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Sawgrass Asset Management LLCaskebsa.dol.gov
  • May 1, 2023Funded status changed
    Plumbers Local Union No. 519 Pension Fund funded ratio 78.8% -> 83.4% (2022-05-01 to 2023-05-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 596134292-001
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.