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
Laborers Local 785 Pension Plan
Taft-Hartley planIthaca, NY
Assets
$118M
Total assets, Dec 31, 2024 reported
Funded
100.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
3 managers on Schedule C
Plan sponsor: Board of Trustees of Laborers 785 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (preferred) 7.8%
- U.S. Government securities 21.5%
- Registered investment companies 40.3%
- Common stock 25.6%
Consultants and advisers
1 firms
- O'Sullivan Associates Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Columbia Intermediate Termplan years 2024
- Loomis Large Cap Growthplan years 2024
- Boston Partners Large Cap Valueplan years 2024
- Bank of Americaplan years 2022
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
Investment management fees
$341,806 (2023-12) · $342,825 (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 | 1,205 | n/a | n/a | n/a | $118M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,229 | n/a | n/a | n/a | $107M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,197 | n/a | n/a | n/a | $94.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bank of America codes 28 50 $252,303 PY2024
- Heidi O'Rourke codes 30 50 $67,820 PY2024
- Terry Clark codes 30 50 $66,236 PY2024
- Columbia Intermediate Term codes 28 50 $55,508 PY2024
- Bonadio & Co., LLP codes 10 50 $41,954 PY2024
- Loomis Large Cap Growth codes 28 50 $40,261 PY2024
- Boston Partners Large Cap Value codes 28 50 $40,080 PY2024
- O'Sullivan Associates, Inc. codes 11 50 $34,675 PY2024
- Lipsitz Green Scrime Cambria LP codes 29 50 $20,177 PY2024
- Laborers Local #785 Building Corp codes 49 50 $6,900 PY2024
- O'Sullivan Associates codes 11 PY2024
- Bank of America codes 28 50 $341,791 PY2023
- Heidi O'Rourke codes 30 50 $65,500 PY2023
- Terry Clark codes 30 50 $65,250 PY2023
- Bonadio & Co., LLP codes 10 50 $33,575 PY2023
- O'Sullivan Associates, Inc. codes 11 50 $32,200 PY2023
- Laborers Local #785 Building Corp codes 49 50 $6,510 PY2023
- Lipsitz Green Scrime Cambria LP codes 29 50 $6,180 PY2023
- O'Sullivan Associates codes 11 PY2023
- Bank of America codes 28 50 $342,825 PY2022
- Heidi O'Rourke codes $65,300 PY2022
- Terry Clark codes 50 $65,300 PY2022
- Bonadio & Co., LLP codes 10 50 $41,869 PY2022
- O'Sullivan Associates, Inc. codes 50 $32,575 PY2022
- Laborers Local #785 Building Corp codes 49 50 $8,740 PY2022
- O'Sullivan Associates codes 11 PY2022
What changed
9 events
- Dec 31, 2024Manager relationship startedBoston Partners Large Cap Value appears on Laborers Local 785 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Boston Partners Large Cap Valueaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedColumbia Intermediate Term appears on Laborers Local 785 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Intermediate Termaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis Large Cap Growth appears on Laborers Local 785 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Large Cap Growthaskebsa.dol.gov
- Dec 31, 2024Assets changedLaborers Local 785 Pension Plan total assets $107M -> $118M (+10.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedLaborers Local 785 Pension Plan funded ratio 97.7% -> 100.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedLaborers Local 785 Pension Plan plan assets $95M -> $107M (+12.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedLaborers Local 785 Pension Plan total assets $95M -> $107M (+12.6%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedLaborers Local 785 Pension Plan funded ratio 95.2% -> 97.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedLaborers Local 785 Pension Plan plan assets $111M -> $95M (-14.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 166062418-001
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.