Bricklayers Local No. 8 Pension Fund
Taft-Hartley plan, based in Canfield, Ohio, reporting $46.1M in assets, for 349 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mariner Wealth Advisors appears on Bricklayers Local No. 8 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
2 more advisers
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
11 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 1.4%
- Registered investment companies 85.9%
- Real estate (other than employer real property) 9.6%
Consultants and advisers
- Mariner Wealth Advisors Investment adviser (plan)through Apr 30, 2025 Form 5500
- Mariner (andco) Investment adviser (plan)through Apr 30, 2023 Form 5500
- Cuni, Rust & Strenk Actuarythrough Apr 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
What changed
- Dec 31, 2024Consultant changedinferenceMariner Wealth Advisors appears on Bricklayers Local No. 8 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mariner Wealth Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAnd Co Inc. no longer appears on Bricklayers Local No. 8 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mariner (andco)askebsa.dol.gov
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 349 | Not disclosed | Not disclosed | n/a | $46.1M | Not disclosed | Not disclosed | $4.4M |
| 2023 to Apr 30, 2024 | 363 | Not disclosed | Not disclosed | n/a | $44.4M | Not disclosed | Not disclosed | $4.5M |
| 2022 to Apr 30, 2023 | 364 | Not disclosed | Not disclosed | n/a | $42.0M | Not disclosed | Not disclosed | $5.3M |
- Mariner Wealth Advisors codes 27 51 $75,833 PY2024
- Benesys codes 13 50 $54,384 PY2024
- American Realty Advisors codes 19 28 52 $49,330 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.