Ironworkers 340 Retirement Plan
Taft-Hartley plan, based in OAK Brook, Illinois, reporting $32.5M in assets, for 868 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Boyd Watterson no longer appears on Ironworkers 340 Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022).
Capital path
who backs this record, through what, into what; each name opens its own path- Comerica Large Cap Equity Index Fun2 commitments
- Comerica Bank2 commitments
Relationship network
12 connected entities2 observed commitments2 repeat counterpartiescommitments 2022 to 2023
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 0.0%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (preferred) 12.1%
- U.S. Government securities 15.0%
- Partnership/joint venture interests 15.0%
- Registered investment companies 51.9%
Consultants and advisers
- CAP Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cuni, Rust & Strenk Actuarythrough Dec 31, 2022 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- Comerica Bank2 rows, latest Dec 31, 2023
- Comerica Bankplan years
What changed
- Dec 31, 2023Manager relationship endedinferenceBoyd Watterson no longer appears on Ironworkers 340 Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Boyd Watterson Gsa Fund, LPaskebsa.dol.gov
- Jan 1, 2023Funded status changedIronworkers 340 Retirement Plan funded ratio 30.1% -> 28.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIronworkers 340 Retirement Plan plan assets $34M -> $27M (-18.5%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Comerica Large Cap Equity Index Funcollective trust | Comerica Bank | Public equity | $556,944 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Comerica Large Cap Equity Index Funcollective trust | Comerica Bank | Public equity | $441,329 held | Disclosed holding | askebsa.dol.gov |
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 | 868 | Not disclosed | Not disclosed | n/a | $32.5M | $4.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 865 | Not disclosed | Not disclosed | n/a | $32.4M | $5.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,025 | Not disclosed | Not disclosed | n/a | $30.9M | $6.2M | Not disclosed | Not disclosed |
- Benefits Management Group, Inc. codes 13 50 $58,714 PY2024
- Comerica Bank codes 19 50 72 $50,866 PY2024
- Cuni, Rust & Strenk codes 11 50 $50,775 PY2024
+23 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
Ironworkers 340 Retirement Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Manager relationship ended2023-12-31source on record
- Funded status changed2023-01-01source on record
- Total assets changed2023-01-01source 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.