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

Building Trades Pension Plan of Western Pennsylvania

Taft-Hartley planCanfield, OH
Assets
$115M
Total assets, Dec 31, 2024 reported
Funded
67.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
1 managers on Schedule C
Plan sponsor: Board of Trustees Building Trades Pension Plan of Western Pennsylvan.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.0%
  • Non-interest-bearing cash 2.7%
  • Corporate debt instruments (preferred) 3.3%
  • U.S. Government securities 4.2%
  • Insurance company general account 0.2%
  • Other investments 7.7%
  • Common/collective trusts 8.4%
  • Pooled separate accounts 8.0%
  • Registered investment companies 26.3%
  • Common stock 33.9%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Employee Real Estate Construction Tcollective trustAmeriserveReal estate$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$284,268 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employee Real Estate Construction Tcollective trustAmeriserveReal estate$9.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$4.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$270,433 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employee Real Estate Construction Tcollective trustAmeriserveReal estate$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Short-Termseparate accountPrudential Retirement & Annuity InsCash$257,567 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$7.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$115M Dec 31, 2024 reported Form 5500
$114M (2023-12) · $111M (2022-12)
Plan assets
$113M Jan 1, 2024 reported Form 5500
$111M (2023-01) · $135M (2022-01)
Net assets
$115M Dec 31, 2024 reported Form 5500
$113M (2023-12) · $111M (2022-12)
Funded ratio
67.6% Jan 1, 2024 reported Form 5500
68.6% (2023-01) · 70.0% (2022-01)
Participants
3,904 Jan 1, 2024 reported Form 5500
3,928 (2023-01) · 3,715 (2022-01)
Contributions
$5.2M Dec 31, 2024 reported Form 5500
$4.9M (2023-12) · $5.1M (2022-12)
Benefits paid
$13.1M Dec 31, 2024 reported Form 5500
$13.1M (2023-12) · $12.8M (2022-12)
Net investment income
$1.3M Dec 31, 2024 reported Form 5500
$2.5M (2023-12) · $-24.4M (2022-12)
Investment management fees
$514,549 Dec 31, 2024 reported Form 5500
$551,200 (2023-12) · $589,124 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20243,904n/an/an/a$115M$0n/an/a
2023 to Dec 31, 20233,928n/an/an/a$114M$0n/an/a
2022 to Dec 31, 20223,715n/an/an/a$111M$0n/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    Andco Consulting, LLC no longer appears on Building Trades Pension Plan of Western Pennsylvania's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner (andco)askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Gridiron Partners, LLC appears on Building Trades Pension Plan of Western Pennsylvania's Schedule C as investment manager (plan year 2024 vs 2023)
    with Gridiron Partners, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Mariner Institutional LLC appears on Building Trades Pension Plan of Western Pennsylvania's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner Institutional LLCaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Building Trades Pension Plan of Western Pennsylvania plan assets $135M -> $111M (-18.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 256118878-001
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.