Building Trades Pension Plan of Western Pennsylvania
Taft-Hartley plan, based in Canfield, Ohio, reporting $115M in assets, for 3,904 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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).
2 more advisers, 1 more manager and 9 more commitments
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- Prudential Short-Term3 commitments
- Employee Real Estate Construction T3 commitments
- Separate Account J3 commitments
- Prudential3 commitments
- Ameriserve3 commitments
- Ullico Investment Advisors, Inc.3 commitments
Relationship network
31 connected entities12 observed commitments9 repeat counterparties10 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 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
- Mariner Institutional LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Acrisure Actuarythrough Dec 31, 2023 Form 5500
+2 more consultants and advisers 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
- Prudential3 rows, latest Dec 31, 2024
- Ameriserve3 rows, latest Dec 31, 2024
- Ullico Investment Advisors, Inc.3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Prudentialplan years
- Gridiron Partners, LLCplan years 2024
- Alliance Bernstein, L.P.plan years 2022
+6 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 changedinferenceAndco 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 startedGridiron 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 changedinferenceMariner 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 changedBuilding Trades Pension Plan of Western Pennsylvania plan assets $135M -> $111M (-18.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential | Cash | $284,268 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Employee Real Estate Construction Tcollective trust | Ameriserve | Real estate | $9.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 3,904 | Not disclosed | Not disclosed | n/a | $115M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,928 | Not disclosed | Not disclosed | n/a | $114M | $0 | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,715 | Not disclosed | Not disclosed | n/a | $111M | $0 | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 $124,201 PY2024
- Benesys codes 13 $120,190 PY2024
- Gridiron Partners, LLC codes 28 $93,995 PY2024
+58 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
Building Trades Pension Plan of Western Pennsylvania 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
- Consultant changed2024-12-31source on record
+1 more change 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
+15 connections on the graph
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