United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan
Taft-Hartley plan, based in Troy, Michigan, reporting $206M in assets, for 1,166 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Jun 30, 2025, United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan total assets $182M -> $206M (+13.4%, 2024-06-30 to 2025-06-30).
3 more advisers, 1 more manager, 12 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NIS Core Fixed Income Fund, LLC3 commitments
- NIS High Yield Fund, LLC3 commitments
- NIS Total Absolute Return Fund, LLC3 commitments
- National Investment Services6 commitments
- Titanium3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
29 connected entities15 observed commitments9 repeat counterparties12 dated commitments shown here, 2023 to 2025
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
- Fund or vehicle
- 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 0.3%
- Non-interest-bearing cash 1.4%
- Other investments 0.4%
- Partnership/joint venture interests 1.7%
- Common/collective trusts 15.5%
- Registered investment companies 76.4%
- Common stock 3.3%
Consultants and advisers
- National Investment Services Custodianthrough Jun 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Jun 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- National Investment Services6 rows, latest Jun 30, 2025
- Titanium3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Servicesplan years
What changed
- Jun 30, 2025Assets changedUnited Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan total assets $182M -> $206M (+13.4%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship endedinferenceMorgan Stanley Global Operations no longer appears on United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changedUnited Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan funded ratio 100.4% -> 107.5% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedUnited Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan plan assets $160M -> $182M (+13.8%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedUnited Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan total assets $160M -> $182M (+13.7%, 2023-06-30 to 2024-06-30)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NIS Core Fixed Income Fund, LLCcollective trust | National Investment Services | Fixed income | $16.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Services | Fixed income | $677,390 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Total Absolute Return Fund, LLCcollective trust | Titanium | Hedge / diversifiers | $1.4M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Jun 30, 2025 | 1,166 | Not disclosed | Not disclosed | n/a | $206M | $3.4M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,083 | Not disclosed | Not disclosed | n/a | $182M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,030 | Not disclosed | Not disclosed | n/a | $160M | Not disclosed | Not disclosed | Not disclosed |
- Solxsys Administrative Solutions codes 14 50 $84,924 PY2024
- Novara Law Group, PLLC codes 29 50 $75,330 PY2024
- Morgan Stanley Smith Barney LLC codes 50 70 72 $72,500 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2025-06-30source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-07-01source on record
+6 more changes on this record's ledger
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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
+8 connections on the graph
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