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
Bricklayers Local 8 & Plasterers Local 233 Pension Plan
Taft-Hartley planCherry Hill, NJ
Assets
$18.0M
Total assets, Dec 31, 2024 reported
Funded
95.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Bricklayers Local 8 & Plasterers Local 233 Pension Fund Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Registered investment companies 36.2%
- Common stock 61.2%
Consultants and advisers
2 firms
- RAE Group LLC Actuarythrough Dec 31, 2023 Form 5500
- Richard Gabriel Associates Actuarythrough Dec 31, 2022 Form 5500
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.
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
Investment management fees
$81,948 (2023-12) · $87,360 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 213 | n/a | n/a | n/a | $18.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 209 | n/a | n/a | n/a | $17.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 221 | n/a | n/a | n/a | $16.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Eagle Ridge Investment Management codes $89,473 PY2024
- Benefit Processing, Inc. codes $43,454 PY2024
- Buckno Lisicky & Company codes $29,500 PY2024
- RAE Group LLC codes $28,976 PY2024
- Markowitz & Richman codes $12,883 PY2024
- E&m Insurance codes $9,589 PY2024
- Pension Benefit Guaranty Corp. codes $7,955 PY2024
- RAE Group LLC codes 11 PY2024
- Eagle Ridge Investment Management codes $81,948 PY2023
- Benefit Processing, Inc. codes $34,214 PY2023
- Buckno Lisicky & Company codes $26,000 PY2023
- RAE Group LLC codes $12,625 PY2023
- Markowitz & Richman codes $12,565 PY2023
- VAN Horn Insurance Agency codes $10,744 PY2023
- Pension Benefit Guaranty Corp. codes $7,735 PY2023
- RAE Group LLC codes 11 PY2023
- Eagle Ridge Investment Management codes $87,360 PY2022
- Benefit Processing, Inc. codes $31,627 PY2022
- Buckno Lisicky & Company codes $25,730 PY2022
- Richard Gabriel Associates codes $14,375 PY2022
- VAN Horn Insurance Agency codes $9,917 PY2022
- Markowitz & Richman codes $7,440 PY2022
- Pension Benefit Guaranty Corp. codes $7,104 PY2022
- Richard Gabriel Associates codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedBricklayers Local 8 & Plasterers Local 233 Pension Plan funded ratio 91.2% -> 95.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedBricklayers Local 8 & Plasterers Local 233 Pension Plan plan assets $20M -> $16M (-18.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236477536-001
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.