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
Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund
Taft-Hartley planMerritt Island, FL
Assets
$34.1M
Total assets, Dec 31, 2024 reported
Funded
105.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Trustees of Motion Pic Lab Techs and Film Editors Local 780 Pension Fu
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.5%
- Non-interest-bearing cash 2.5%
- Common/collective trusts 6.0%
- Registered investment companies 87.7%
Consultants and advisers
5 firms
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2024 Form 5500
- Merril Lynch Investment adviser (plan)through Dec 31, 2023 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- TED Windsor & Associates Actuarythrough Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
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
- Great Gray Trust Company3 rows, latest Dec 31, 2024
Commitments
3 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 Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $3.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$21,541 (2023-12) · $37,777 (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 | 2,247 | n/a | n/a | n/a | $34.1M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,978 | n/a | n/a | n/a | $28.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,850 | n/a | n/a | n/a | $24.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Iatse Local Union 780 codes 15 $99,767 PY2024
- TED Windsor and Associates codes 11 $42,033 PY2024
- Merrill Lynch codes 27 $27,089 PY2024
- Gary E. Gross Law Offices codes 29 $21,600 PY2024
- Calibre CPA Group PLLC codes 10 $17,500 PY2024
- Paylocity codes 49 $15,144 PY2024
- US Bank codes 19 $11,226 PY2024
- AFL Cio Building Investment Trust Sched. D C $2.1M PY2024
- TED Windsor & Associates codes 11 PY2024
- Iatse Local Union 780 codes 15 $125,762 PY2023
- TED Windsor and Assoc codes 11 $29,300 PY2023
- Calibre CPA Group PLLC codes 10 $20,434 PY2023
- Gary E. Gross Law Offices codes 29 $20,000 PY2023
- Marquette Associates codes 27 $15,000 PY2023
- Paylocity codes 49 $13,667 PY2023
- US Bank codes 19 $8,453 PY2023
- Merril Lynch codes 27 $6,541 PY2023
- Afl-Cio Building Investment Trust Sched. D C $2.1M PY2023
- TED Windsor & Associates codes 11 PY2023
- Iatse Local Union 780 codes 15 $101,563 PY2022
- TED Windsor and Assoc codes 11 $48,375 PY2022
- Marquette Associates codes 27 $30,000 PY2022
- Calibre CPA Group PLLC codes 10 $23,585 PY2022
- Gary E. Gross Law Offices codes 29 $20,000 PY2022
- Paylocity codes 49 $12,217 PY2022
- US Bank codes 19 $7,777 PY2022
- Afl-Cio Building Investment Trust Sched. D C $3.1M PY2022
- TED Windsor & Associates codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferenceMerril Lynch no longer appears on Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Merril Lynchaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMarquette Associates no longer appears on Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Marquette Associates Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMerrill Lynch appears on Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Dec 31, 2024Assets changedMotion Pic. Lab. Techs and Film Editors Local 780 Pension Fund total assets $29M -> $34M (+18.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedMotion Pic. Lab. Techs and Film Editors Local 780 Pension Fund funded ratio 99.3% -> 105.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedMotion Pic. Lab. Techs and Film Editors Local 780 Pension Fund plan assets $24M -> $29M (+18.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMerril Lynch appears on Motion Pic. Lab. Techs and Film Editors Local 780 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Merril Lynchaskebsa.dol.gov
- Dec 31, 2023Assets changedMotion Pic. Lab. Techs and Film Editors Local 780 Pension Fund total assets $24M -> $29M (+19.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedMotion Pic. Lab. Techs and Film Editors Local 780 Pension Fund funded ratio 103.0% -> 99.3% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 237345671-001
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.