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

Plumbers Local Union No. 200 Pension Fund

Taft-Hartley planRonkomkoma, NY
Assets
$136M
Total assets, Jun 30, 2025 reported
Funded
102.5%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
7
none on the tape
Plan sponsor: Plumbers Local Union No 200 Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.4%
  • Other investments 8.7%
  • Common/collective trusts 34.3%
  • Registered investment companies 47.5%
  • Common stock 9.0%
Consultants and advisers
5 firms
  • KMR Systems Corp General consultantthrough Jun 30, 2023 Form 5500
  • KBA 74 Actuarythrough Jun 30, 2025 Form 5500
  • Kba74 Actuarythrough Jun 30, 2024 Form 5500
  • Cbiz Actuarythrough Jun 30, 2023 Form 5500
  • Cbiz Ris Actuarythrough Jun 30, 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
From Schedule C (investment management, code 28)
Commitments
7 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Strategic Income Opportunities Bondcollective trustBlackrock Institutional Trust Comapny, N.AFixed income$18.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Columbia Trust Core Bond Fundcollective trustAmeriprise Trust CompanyFixed income$28.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$20.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Columbia Trust Core Bond Fundcollective trustAmeriprise Trust CompanyFixed income$20.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Intech U.S. Enhanced Plus LLC103 12 ieJanus Capital Group CompanyPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Columbia Trust Core Bond Fundcollective trustAmeriprise Trust CompanyFixed income$16.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$136M Jun 30, 2025 reported Form 5500
$123M (2024-06) · $110M (2023-06)
Plan assets
$123M Jul 1, 2024 reported Form 5500
$110M (2023-07) · $101M (2022-07)
Net assets
$136M Jun 30, 2025 reported Form 5500
$123M (2024-06) · $110M (2023-06)
Funded ratio
102.5% Jul 1, 2024 reported Form 5500
103.1% (2023-07) · 103.3% (2022-07)
Participants
1,650 Jul 1, 2024 reported Form 5500
1,638 (2023-07) · 1,628 (2022-07)
Contributions
$6.5M Jun 30, 2025 reported Form 5500
$6.0M (2024-06) · $6.3M (2023-06)
Benefits paid
$6.6M Jun 30, 2025 reported Form 5500
$6.4M (2024-06) · $5.7M (2023-06)
Net investment income
$12.9M Jun 30, 2025 reported Form 5500
$13.7M (2024-06) · $8.4M (2023-06)
Investment management fees
$280,733 Jun 30, 2025 reported Form 5500
$308,700 (2024-06) · $301,398 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,650n/an/an/a$136Mn/an/an/a
2023 to Jun 30, 20241,638n/an/an/a$123Mn/an/an/a
2022 to Jun 30, 20231,628n/an/an/a$110Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Jun 30, 2025Holding endedinference
    Plumbers Local Union No. 200 Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $20M at 2024-06-30; absent from the 2025-06-30 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Jun 30, 2025Holding started
    Plumbers Local Union No. 200 Pension Fund first reports an interest in Strategic Income Opportunities Bond: $18M at 2025-06-30
    with Strategic Income Opportunities Bondaskebsa.dol.gov
  • Jun 30, 2025Assets changed
    Plumbers Local Union No. 200 Pension Fund total assets $123M -> $136M (+10.5%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Janus Capital Group Company no longer appears on Plumbers Local Union No. 200 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Janus Capital Group Companyaskebsa.dol.gov
  • Jul 1, 2024Assets changed
    Plumbers Local Union No. 200 Pension Fund plan assets $110M -> $123M (+12.5%, 2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding endedinference
    Plumbers Local Union No. 200 Pension Fund no longer reports Intech U.S. Enhanced Plus LLC (Janus Capital Group Company) (last held $7M at 2023-06-30; absent from the 2024-06-30 filing)
    with Janus Capital Group Companyaskebsa.dol.gov
  • Jun 30, 2024Assets changed
    Plumbers Local Union No. 200 Pension Fund total assets $110M -> $123M (+12.5%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 113125387-001
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.