Mcasf Local 725 Pension Plan
Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $235M in assets, for 2,063 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mcasf Local 725 Pension Plan first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $25M at 2024-12-31.
1 more adviser, 4 more managers, 13 more commitments and 4 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- NCS Group Trust - Global Fund3 commitments
- Loomis Sayles Global Growth Trust3 commitments
- Crescent Capital Trust II (levered)3 commitments
Relationship network
38 connected entities16 observed commitments10 repeat counterparties10 dated commitments shown here, 2022 to 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 1.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 6.5%
- U.S. Government securities 3.6%
- Other investments 19.9%
- 103-12 investment entities 10.9%
- Common/collective trusts 33.6%
- Registered investment companies 15.5%
- Common stock 5.0%
- Preferred stock 2.5%
Consultants and advisers
- Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- State Street Global Advisors Custodianthrough Dec 31, 2024 Form 5500
- US Bank Custodianthrough 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
- Walter Scott Ncs3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
- Crescent Capital3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lazard Asset Management LLCplan years
- Crescent Capitalplan years
- Ullico Investment Advisors, Inc.plan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedMcasf Local 725 Pension Plan first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $25M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMcasf Local 725 Pension Plan no longer reports Bnym Afl-Cio Cf Sl Stock Index Fund (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)with Bnym Afl-Cio Cf Sl Stock Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedMcasf Local 725 Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $8M at 2024-12-31with Ullico Investment Advisorsaskebsa.dol.gov
- Dec 31, 2024Holding startedMcasf Local 725 Pension Plan first reports an interest in Ssga US Tips Index Nl Fund (State Street - Russell 2000): $12M at 2024-12-31with State Street Global Advisors Trust Companyaskebsa.dol.gov
- Jan 1, 2024Funded status changedMcasf Local 725 Pension Plan funded ratio 99.0% -> 102.5% (2023-01-01 to 2024-01-01)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NCS Group Trust - Global Fund103 12 ie | Walter Scott Ncs | Pooled vehicles | $17.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Global Growth Trustcollective trust | Loomis Sayles | Pooled vehicles | $19.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Lazard Global Equity Franchise Citcollective trust | Lazard Asset Management LLC | Public equity | $16.3M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 2,063 | Not disclosed | Not disclosed | n/a | $235M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,021 | Not disclosed | Not disclosed | n/a | $220M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,992 | Not disclosed | Not disclosed | n/a | $199M | Not disclosed | Not disclosed | Not disclosed |
- Mcasf Local 725 Service Corp codes 13 50 $264,000 PY2024
- Karpus Management, Inc. codes 28 50 51 68 $187,952 PY2024
- BNY Mellon codes 28 50 51 68 $135,139 PY2024
+61 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Mcasf Local 725 Pension Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+6 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
+13 connections on the graph
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