Cement Masons Southern California Pension Trust
Taft-Hartley plan, based in Arcadia, California, reporting $279M in assets, for 6,213 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Cement Masons Southern California Pension Trust first reports an interest in Pacific Asset Management Loan Fund (Aristotle Pacific Capital, LLC): $13M at 2024-12-31.
1 more adviser, 4 more managers, 15 more commitments and 3 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- Washington Capital Joint Master Tru3 commitments
- Longview Ultra Construction Loan in3 commitments
- Separate Account J3 commitments
- Washington Capital Management, Inc.3 commitments
- Amalgamated Bank3 commitments
- Ullico Investment Advisors, Inc.3 commitments
Relationship network
31 connected entities18 observed commitments13 repeat counterparties12 dated commitments shown here, 2022 to 2024
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 1.5%
- Other investments 6.5%
- 103-12 investment entities 4.8%
- Common/collective trusts 16.2%
- Pooled separate accounts 4.8%
- Registered investment companies 61.8%
- Real estate (other than employer real property) 3.4%
Consultants and advisers
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Union Bank Trusteethrough Dec 31, 2024 Form 5500
- Amalgamated Bank of New York Custodianthrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Amalgamated Bankplan years
- Horizon Actuarial Servicesplan years 2022
- Voya Investment Trust Co.plan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedCement Masons Southern California Pension Trust first reports an interest in Pacific Asset Management Loan Fund (Aristotle Pacific Capital, LLC): $13M at 2024-12-31with Aristotle Pacific Capital, LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceCement Masons Southern California Pension Trust no longer reports Voya Senior Loan Trust Fund (Voya Investment Trust Co.) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with Voya Investment Trust Co.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHorizon Actuarial Services, LLC no longer appears on Cement Masons Southern California Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Horizon Actuarial Servicesaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUllico Investment Advisors, Inc. no longer appears on Cement Masons Southern California Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAmerican Realty Advisors no longer appears on Cement Masons Southern California Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with American Realty Advisorsaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $13,797 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $13.4M held | Disclosed holding | askebsa.dol.gov |
+15 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 Dec 31, 2024 | 6,213 | Not disclosed | Not disclosed | n/a | $279M | Not disclosed | Not disclosed | $9.6M |
| 2023 to Dec 31, 2023 | 5,441 | Not disclosed | Not disclosed | n/a | $259M | Not disclosed | Not disclosed | $9.9M |
| 2022 to Dec 31, 2022 | 5,388 | Not disclosed | Not disclosed | n/a | $236M | Not disclosed | Not disclosed | $10.6M |
- Zenith American Solutions codes 10 13 15 50 $713,585 PY2024
- Horizon Actuarial Services, LLC codes 11 51 $302,576 PY2024
- Verus codes 27 50 $130,000 PY2024
+49 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Cement Masons Southern California Pension Trust sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+5 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
+11 connections on the graph
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