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
Oregon & Southwest Washington Painters Pension Plan
Taft-Hartley planPortland, OR
Assets
$193M
Total assets, Dec 31, 2024 reported
Funded
96.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Oregon & Southwest Washington Painters Pension Plan, Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.7%
- Partnership/joint venture interests 12.7%
- Common/collective trusts 2.7%
- Registered investment companies 65.5%
- Common stock 17.7%
Consultants and advisers
4 firms
- Verus Advisory, Inc. Pension consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Milliman USA Actuarythrough Dec 31, 2022 Form 5500
- U.S. Bank, N.A. 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
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Newton Investment Management Northplan years 2024
- The Boston Companyplan years 2022
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 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $6.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$148,030 (2023-12) · $128,398 (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 | 2,753 | n/a | n/a | n/a | $193M | $24.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 2,654 | n/a | n/a | n/a | $178M | $25.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 2,606 | n/a | n/a | n/a | $159M | $25.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Newton Investment Management North codes 28 50 $179,812 PY2024
- Milliman, Inc. codes 11 17 50 $120,169 PY2024
- The Urban Law Firm codes 29 50 $116,274 PY2024
- The William C. Earhart Co. Inc. codes 13 15 50 $101,641 PY2024
- Verus Advisory, Inc. codes 17 27 50 $90,000 PY2024
- J H Herrle & Associates, Inc. codes 23 50 $51,460 PY2024
- U.S. Bank codes 19 50 $46,289 PY2024
- Platform Cpa's, LLP codes 10 50 $30,277 PY2024
- Ifebp codes 50 $21,355 PY2024
- Multi-Employer Property Trust Sched. D C $5.2M PY2024
- Milliman, Inc. codes 11 PY2024
- The Boston Company codes 28 $148,030 PY2023
- Trucker Huss codes 29 $129,333 PY2023
- Milliman USA codes 11 17 $82,595 PY2023
- Verus Advisory, Inc. codes 27 $80,000 PY2023
- William C. Earhart Co. Inc. codes 13 15 $79,658 PY2023
- US Bank N.A. codes 19 $46,465 PY2023
- Bjorklund & Montplaisir codes 10 $28,972 PY2023
- The Urban Law Firm codes 29 $19,327 PY2023
- Multi-Employer Property Trust Sched. D C $5.4M PY2023
- Milliman, Inc. codes 11 PY2023
- The Boston Company codes 28 $128,398 PY2022
- Milliman USA codes 11 17 $83,612 PY2022
- Verus Advisory, Inc. codes 27 $80,000 PY2022
- William C. Earhart Co. Inc. codes 13 15 $77,675 PY2022
- Trucker Huss codes 29 $75,910 PY2022
- US Bank N.A. codes 19 $48,842 PY2022
- Bjorklund & Montplaisir codes 10 $24,202 PY2022
- The Urban Law Firm codes 29 $13,697 PY2022
- Miller Nash Graham & Dunn LLP codes 29 $3,620 PY2022
- Multi-Employer Property Trust Sched. D C $6.4M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Manager relationship startedNewton Investment Management North appears on Oregon & Southwest Washington Painters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Newton Investment Management Northaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Boston Company no longer appears on Oregon & Southwest Washington Painters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Boston Companyaskebsa.dol.gov
- Jan 1, 2024Assets changedOregon & Southwest Washington Painters Pension Plan plan assets $159M -> $178M (+11.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedOregon & Southwest Washington Painters Pension Plan total assets $159M -> $178M (+11.7%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedOregon & Southwest Washington Painters Pension Plan funded ratio 93.4% -> 96.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedOregon & Southwest Washington Painters Pension Plan plan assets $185M -> $159M (-14.2%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 936022791-001
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.