DFX Intelligence

Allocator Intelligence

Christian Labor Assn Pension Trust Defined Benefit Plan

Taft-Hartley plan· Brainerd, Minnesota

Taft-Hartley plan, based in Brainerd, Minnesota, reporting $59.0M in assets, for 1,125 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$59.0M
Funded ratio
118.2%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, RBA, Inc. no longer appears on Christian Labor Assn Pension Trust Defined Benefit Plan's Schedule C as general consultant (plan year 2024 vs 2023).

2 more advisers and 1 more dated event

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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Relationship network

8 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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$59.0M
Total assets, Dec 31, 2024 reported
Funded
118.2%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of Christian Labor

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 6.7%
  • U.S. Government securities 7.5%
  • Registered investment companies 51.7%
  • Common stock 33.3%

Consultants and advisers

5 firms
  • RBA, Inc. General consultantthrough Dec 31, 2023 Form 5500
  • Wells Fargo Investment adviser (plan)through Dec 31, 2022 Form 5500
  • Securities America Investment adviser (plan)through Dec 31, 2022 Form 5500

+2 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

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events
  • Dec 31, 2024Consultant changedinference
    RBA, Inc. no longer appears on Christian Labor Assn Pension Trust Defined Benefit Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with RBA, Inc.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Christian Labor Assn Pension Trust Defined Benefit Plan funded ratio 123.3% -> 118.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Christian Labor Assn Pension Trust Defined Benefit Plan plan assets $50M -> $55M (+10.0%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    RBA, Inc. appears on Christian Labor Assn Pension Trust Defined Benefit Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with RBA, Inc.askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Christian Labor Assn Pension Trust Defined Benefit Plan total assets $50M -> $55M (+10.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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
$59.0M Dec 31, 2024 reported Form 5500
$54.7M (2023-12) · $49.7M (2022-12)
Plan assets
$54.7M Jan 1, 2024 reported Form 5500
$49.7M (2023-01) · $62.6M (2022-01)
Net assets
$59.0M Dec 31, 2024 reported Form 5500
$54.7M (2023-12) · $49.7M (2022-12)
Funded ratio
118.2% Jan 1, 2024 reported Form 5500
123.3% (2023-01) · 123.9% (2022-01)
Participants
1,125 Jan 1, 2024 reported Form 5500
1,104 (2023-01) · 1,113 (2022-01)
Contributions
$753,068 Dec 31, 2024 reported Form 5500
$770,207 (2023-12) · $760,954 (2022-12)
Benefits paid
$3.3M Dec 31, 2024 reported Form 5500
$3.5M (2023-12) · $3.1M (2022-12)
Net investment income
$4.3M Dec 31, 2024 reported Form 5500
$5.0M (2023-12) · -$12.8M (2022-12)
Investment management fees
$277,672 Dec 31, 2024 reported Form 5500
$277,198 (2023-12) · $296,756 (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,125Not disclosedNot disclosedn/a$59.0MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20231,104Not disclosedNot disclosedn/a$54.7MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20221,113Not disclosedNot disclosedn/a$49.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+16 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

Identifiers: EIN-PN 416149933-001
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.

Not yet on record: fund commitments, managers.

Record history

6 dated events on the change ledger, latest event first
  • Consultant changed
    2024-12-31source on record
  • Funded status changed
    2024-01-01source on record
  • Total assets changed
    2024-01-01source 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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