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

Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan

Taft-Hartley planMoline, IL
Assets
$22.6M
Total assets, Apr 30, 2025 reported
Funded
82.8%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of the Insulators and Allied Workers Local 81 Pensio
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Corporate debt instruments (other) 5.9%
  • U.S. Government securities 12.4%
  • Registered investment companies 78.9%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$22.6M Apr 30, 2025 reported Form 5500
$21.9M (2024-04) · $20.5M (2023-04)
Plan assets
$21.8M May 1, 2024 reported Form 5500
$20.5M (2023-05) · $21.4M (2022-05)
Net assets
$22.4M Apr 30, 2025 reported Form 5500
$21.7M (2024-04) · $20.4M (2023-04)
Funded ratio
82.8% May 1, 2024 reported Form 5500
81.6% (2023-05) · 78.1% (2022-05)
Participants
237 May 1, 2024 reported Form 5500
224 (2023-05) · 230 (2022-05)
Contributions
$1.6M Apr 30, 2025 reported Form 5500
$1.4M (2024-04) · $1.3M (2023-04)
Benefits paid
$2.3M Apr 30, 2025 reported Form 5500
$2.3M (2024-04) · $2.4M (2023-04)
Net investment income
$671,993 Apr 30, 2025 reported Form 5500
$1.3M (2024-04) · $-938,953 (2023-04)
Investment management fees
$26,000 Apr 30, 2025 reported Form 5500
$23,250 (2024-04) · $61,481 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025237n/an/an/a$22.6Mn/an/an/a
2023 to Apr 30, 2024224n/an/an/a$21.9Mn/an/an/a
2022 to Apr 30, 2023230n/an/an/a$20.5Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
1 events
  • May 1, 2023Funded status changed
    Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan funded ratio 78.1% -> 81.6% (2022-05-01 to 2023-05-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 426094616-001
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.