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

Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan

Taft-Hartley planDES Moines, IA
Assets
$23.2M
Total assets, Dec 31, 2024 reported
Funded
105.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 1.3%
  • Registered investment companies 97.5%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 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
$23.2M Dec 31, 2024 reported Form 5500
$22.2M (2023-12) · $19.9M (2022-12)
Plan assets
$22.2M Jan 1, 2024 reported Form 5500
$19.9M (2023-01) · $25.3M (2022-01)
Net assets
$23.2M Dec 31, 2024 reported Form 5500
$22.2M (2023-12) · $19.9M (2022-12)
Funded ratio
105.8% Jan 1, 2024 reported Form 5500
103.0% (2023-01) · 103.4% (2022-01)
Participants
345 Jan 1, 2024 reported Form 5500
307 (2023-01) · 389 (2022-01)
Contributions
$611,822 Dec 31, 2024 reported Form 5500
$726,880 (2023-12) · $773,097 (2022-12)
Benefits paid
$1.4M Dec 31, 2024 reported Form 5500
$1.3M (2023-12) · $1.2M (2022-12)
Net investment income
$1.0M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $-5.3M (2022-12)
Investment management fees
$41,092 Dec 31, 2024 reported Form 5500
$42,214 (2023-12) · $10,338 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024345n/an/an/a$23.2Mn/an/an/a
2023 to Dec 31, 2023307n/an/an/a$22.2Mn/an/an/a
2022 to Dec 31, 2022389n/an/an/a$19.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jan 1, 2024Funded status changed
    Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan funded ratio 103.0% -> 105.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan plan assets $20M -> $22M (+11.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan total assets $20M -> $22M (+11.2%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan plan assets $25M -> $20M (-21.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 362967835-001
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.