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
Roofers Local No. 9 Pension Plan
Taft-Hartley planEast Hartford, CT
Assets
$73.6M
Total assets, Dec 31, 2024 reported
Funded
106.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees- Roofers Local No. 9 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 1.2%
- Corporate debt instruments (other) 13.0%
- U.S. Government securities 34.8%
- Registered investment companies 13.9%
- Common stock 36.8%
Consultants and advisers
2 firms
- Segal Actuarythrough Dec 31, 2022 Form 5500
- Webster Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- Agilis Partners LLCplan years 2023
- Columbia Threadneedleplan years 2023
- River and Mercantile Asset Mgmtplan years 2022
- BMO Asset Managementplan years 2022
- Wright Investorsplan years 2022
- Columbia Threadneedle Investmentsplan years 2022
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
$238,955 (2023-12) · $300,836 (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 | 508 | n/a | n/a | n/a | $73.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 506 | n/a | n/a | n/a | $68.5M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 511 | n/a | n/a | n/a | $62.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Columbia Management Investment Advi codes 28 51 68 $126,736 PY2024
- Wright Investors codes 28 50 $104,705 PY2024
- The Segal Company codes 11 50 $56,716 PY2024
- Brescia Printing Services codes 13 50 $53,392 PY2024
- Webster Bank codes 18 19 50 $39,018 PY2024
- Agilis Partners, LLC codes 28 51 $30,667 PY2024
- Reid & Reige, P.C. codes 29 50 $25,808 PY2024
- Novak Francella LLC codes 10 50 $14,367 PY2024
- Amalgamated Employee Benefits Admin codes 15 50 $6,521 PY2024
- The Segal Company codes 11 PY2024
- Columbia Management Investment Advi codes 28 51 68 $106,846 PY2023
- Wright Investors codes 28 50 $102,110 PY2023
- Prudential Financial codes 12 13 50 $89,500 PY2023
- The Segal Company codes 11 50 $84,636 PY2023
- Webster Bank codes 18 19 50 $58,507 PY2023
- Brescia Printing Services codes 13 50 $51,802 PY2023
- Agilis Partners, LLC codes 28 51 $30,000 PY2023
- Reid & Reige, P.C. codes 29 50 $25,415 PY2023
- Novak Francella LLC codes 10 50 $14,333 PY2023
- Freshtech IT LLC codes 15 50 $7,706 PY2023
- Amalgamated Employee Benefits Admin codes 15 50 $5,567 PY2023
- The Segal Company codes 11 PY2023
- Wright Investors codes 28 50 $109,075 PY2022
- Columbia Threadneedle Investments codes 28 51 $86,456 PY2022
- Prudential Financial codes 12 13 50 $79,712 PY2022
- The Segal Company codes 11 50 $68,643 PY2022
- Brescia Printing Services codes 13 50 $50,259 PY2022
- Webster Bank codes 18 19 50 $49,104 PY2022
- River and Mercantile Asset Mgmt codes 28 51 $30,000 PY2022
- Reid & Reige, P.C. codes 29 50 $26,866 PY2022
- BMO Asset Management Co. codes 28 51 $26,201 PY2022
- Novak Francella LLC codes 10 50 $11,951 PY2022
- The Segal Company codes 11 PY2022
What changed
6 events
- Dec 31, 2023Manager relationship endedinferenceColumbia Threadneedle Investments no longer appears on Roofers Local No. 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Columbia Threadneedle Investmentsaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedAgilis Partners, LLC appears on Roofers Local No. 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Agilis Partners LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedColumbia Management Investment Advi appears on Roofers Local No. 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Columbia Threadneedleaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBMO Asset Management Co. no longer appears on Roofers Local No. 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with BMO Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceRiver and Mercantile Asset Mgmt no longer appears on Roofers Local No. 9 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with River and Mercantile Asset Mgmtaskebsa.dol.gov
- Jan 1, 2023Assets changedRoofers Local No. 9 Pension Plan plan assets $75M -> $63M (-16.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 066061612-001
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.