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
Connecticut Plumbers & Pipefitters Pension Plan
Taft-Hartley planWethersfield, CT
Assets
$304M
Total assets, Mar 31, 2025 reported
Funded
102.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
15
none on the tape
Plan sponsor: Board of Trustees, Ct Plumbers & Pipefitters Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.2%
- Other investments 0.0%
- Common/collective trusts 14.2%
- Registered investment companies 85.0%
Consultants and advisers
4 firms
- Bridgeway Benefit Technologies General consultantthrough Mar 31, 2024 Form 5500
- SEI Investment Company Trusteethrough Mar 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Mar 31, 2023 Form 5500
- Segal Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Core Property Collective Fund3 rows, latest Mar 31, 2025
- SEI Global Private Assets V Fund1 rows, latest Mar 31, 2025
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | SEI Global Private Assets III Collecollective trust | SEI Trust Company | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Energy Debt Collective Investmecollective trust | SEI Trust Company | Private credit | $587,032 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Trust Company | Private equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $24.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $7.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Global Private Assets III Collecollective trust | SEI Tust Company | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Energy Debt Collective Investmecollective trust | SEI Tust Company | Private credit | $880,397 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Tust Company | Private equity | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $24.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Global Private Assets V Collectcollective trust | SEI Tust Company | Pooled vehicles | $5.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Global Private Assets III Collecollective trust | SEI Tust Company | Pooled vehicles | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Energy Debt Collective Investmecollective trust | SEI Tust Company | Private credit | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Tust Company | Private equity | $6.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Core Property Collective Inv Trcollective trust | SEI Core Property Collective Fund | Real estate | $26.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | SEI Global Private Assets V Collectcollective trust | SEI Tust Company | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
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 Mar 31, 2025 | 3,063 | n/a | n/a | n/a | $304M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 3,042 | n/a | n/a | n/a | $292M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 3,055 | n/a | n/a | n/a | $269M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Sei codes 21 $1.0M PY2024
- CT Pipe Trades Benefit Funds Admin codes 14 $264,105 PY2024
- The Segal Company (eastern States) codes 11 22 53 $155,022 PY2024
- Holm & O'Hara LLP codes 22 $41,413 PY2024
- Beers, Hamerman, Cohen & Burger codes 10 $35,500 PY2024
- Cheverie & Assocs codes 22 $28,220 PY2024
- Novak Francella LLC codes 10 $6,689 PY2024
- SEI Global Private Assets IV Collec Sched. D C $6.3M PY2024
- SEI Global Private Assets III Colle Sched. D C $4.1M PY2024
- SEI Energy Debt Collective Investme Sched. D C $587,032 PY2024
- SEI Core Property Collective Invest Sched. D C $24.7M PY2024
- SEI Global Private Assets V Collect Sched. D C $7.5M PY2024
- Segal codes 11 PY2024
- Sei codes 21 $1.1M PY2023
- CT Pipe Trades Benefit Funds Admin codes 14 $277,701 PY2023
- The Segal Company (eastern States) codes 11 22 53 $115,064 PY2023
- Beers, Hamerman, Cohen & Burger codes 10 $32,500 PY2023
- Cheverie & Assocs codes 22 $30,567 PY2023
- Holm & O'Hara LLP codes 22 $26,027 PY2023
- Bridgeway Benefit Technologies codes 16 50 $12,671 PY2023
- Novak Francella LLC codes 10 $12,222 PY2023
- SEI Global Private Assets V Collect Sched. D C $5.8M PY2023
- SEI Global Private Assets III Colle Sched. D C $5.2M PY2023
- SEI Energy Debt Collective Investme Sched. D C $880,397 PY2023
- SEI Global Priavte Assets IV Collec Sched. D C $6.7M PY2023
- SEI Core Property Collective Invest Sched. D C $24.3M PY2023
- Segal codes 11 PY2023
- Sei codes 21 $1.3M PY2022
- CT Pipe Trades Benefit Funds Admin codes 14 $277,761 PY2022
- The Segal Company (eastern States) codes 11 22 53 $114,372 PY2022
- Holm & O'Hara LLP codes 22 $37,654 PY2022
- Beers, Hamerman, Cohen & Burger codes 10 $32,500 PY2022
- Cheverie & Assocs codes 22 $28,200 PY2022
- Novak Francella LLC codes 10 $12,199 PY2022
- SEI Global Priavte Assets IV Collec Sched. D C $6.5M PY2022
- SEI Core Property Collective Invest Sched. D C $26.5M PY2022
- SEI Global Private Assets V Collect Sched. D C $4.1M PY2022
- SEI Global Private Assets III Colle Sched. D C $6.2M PY2022
- SEI Energy Debt Collective Investme Sched. D C $1.9M PY2022
- Segal codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceBridgeway Benefit Technologies no longer appears on Connecticut Plumbers & Pipefitters Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Bridgeway Benefit Technologiesaskebsa.dol.gov
- Apr 1, 2024Funded status changedConnecticut Plumbers & Pipefitters Pension Plan funded ratio 107.6% -> 102.2% (2023-04-01 to 2024-04-01)
- Dec 31, 2023Consultant changedinferenceBridgeway Benefit Technologies appears on Connecticut Plumbers & Pipefitters Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Bridgeway Benefit Technologiesaskebsa.dol.gov
- Apr 1, 2023Funded status changedConnecticut Plumbers & Pipefitters Pension Plan funded ratio 105.0% -> 107.6% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 066050353-001
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.