Iue-Cwa Pension Plan
Taft-Hartley plan, based in White Plains, New York, reporting $475M in assets, for 12,843 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Counsel Advisors, Inc. appears on Iue-Cwa Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
1 more adviser, 1 more manager, 12 more commitments and 1 more dated event
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- Union Mortgage Account3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Bnym Afl-Cio Cf Sl Stock Index Fund3 commitments
- Prudential Insurance Company of Ame3 commitments
- Great Gray Trust Company3 commitments
- Manulife Asset Mgmt Tst Co LLC3 commitments
Relationship network
41 connected entities15 observed commitments9 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
- Non-interest-bearing cash 1.1%
- Corporate debt instruments (preferred) 47.2%
- U.S. Government securities 0.8%
- Partnership/joint venture interests 3.0%
- Common/collective trusts 24.4%
- Pooled separate accounts 0.4%
- Registered investment companies 15.9%
- Common stock 4.0%
Consultants and advisers
- Counsel Advisors Inc. General consultantthrough Dec 31, 2024 Form 5500
- Northern Trust Co. Custodianthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Manulife Asset Mgmt Tst Co LLC3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Invesco Advisers, Inc.plan years 2024
- Mellon Capital Managementplan years 2023
- Cooke & Bieler, L.P.plan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceCounsel Advisors, Inc. appears on Iue-Cwa Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Counsel Advisors Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship startedInvesco Advisers Inc appears on Iue-Cwa Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Invesco Advisers, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedMellon Investments Corporation appears on Iue-Cwa Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Mellon Capital Managementaskebsa.dol.gov
- Dec 31, 2023Assets changedIue-Cwa Pension Plan total assets $219M -> $480M (+119.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIue-Cwa Pension Plan funded ratio 55.3% -> 51.8% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | Union Mortgage Accountseparate account | Prudential Insurance Company of Ame | Fixed income | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $12.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Afl-Cio Cf Sl Stock Index Fundcollective trust | The Bank of New York Mellon | Public equity | $70.9M 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 12,843 | Not disclosed | Not disclosed | n/a | $475M | $14.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 13,249 | Not disclosed | Not disclosed | n/a | $480M | $15.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 13,760 | Not disclosed | Not disclosed | n/a | $219M | $23.0M | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 50 $809,115 PY2024
- Schulte Roth & Zabel LLP codes 29 50 $367,323 PY2024
- Invesco Advisers Inc codes 28 51 $224,452 PY2024
+62 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
Iue-Cwa Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2023-12-31source on record
+3 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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