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

Louisiana Carpenters Pension Fund

Taft-Hartley planGoodlettsville, TN
Assets
n/a
Total assets, Dec 31, 2023 reported
Funded
77.1%
Jan 1, 2023
Private markets target
n/a
policy Dec 31, 2022
Commitments
1
none on the tape
Plan sponsor: Board of Trustees- Louisiana Carpenters Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.1%
  • Non-interest-bearing cash 1.7%
  • Corporate debt instruments (other) 8.3%
  • U.S. Government securities 10.2%
  • Other investments 1.2%
  • Partnership/joint venture interests 5.3%
  • Pooled separate accounts 5.9%
  • Registered investment companies 24.9%
  • Common stock 38.6%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$3.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$0 Dec 31, 2023 reported Form 5500
$63.2M (2022-12)
Plan assets
$62.8M Jan 1, 2023 reported Form 5500
$77.6M (2022-01)
Net assets
$0 Dec 31, 2023 reported Form 5500
$62.8M (2022-12)
Funded ratio
77.1% Jan 1, 2023 reported Form 5500
76.2% (2022-01)
Participants
3,034 Jan 1, 2023 reported Form 5500
2,104 (2022-01)
Contributions
$3.9M Dec 31, 2023 reported Form 5500
$3.5M (2022-12)
Benefits paid
$7.5M Dec 31, 2023 reported Form 5500
$7.5M (2022-12)
Net investment income
$4.0M Dec 31, 2023 reported Form 5500
$-14.8M (2022-12)
Investment management fees
$91,765 Dec 31, 2023 reported Form 5500
$106,794 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 20233,034n/an/an/a$0$0n/an/a
2022 to Dec 31, 20222,104n/an/an/a$63.2M$3.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2023Manager relationship started
    Zeigler Capital Management appears on Louisiana Carpenters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ziegler Capital Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Louisiana Carpenters Pension Fund total assets $63M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Louisiana Carpenters Pension Fund plan assets $78M -> $63M (-19.1%, 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 510163535-001
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.