International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan
Taft-Hartley plan, based in Earth City, Missouri, reporting $164M in assets, for 770 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Oct 2024, International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan funded ratio 92.1% -> 98.4% (2023-10-01 to 2024-10-01).
Relationship network
9 connected entities
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
- 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 4.2%
- Corporate debt instruments (other) 7.3%
- U.S. Government securities 9.3%
- Registered investment companies 61.3%
- Common stock 17.6%
Consultants and advisers
- Investment Consulting Services, LLC Investment adviser (plan)through Sep 30, 2024 Form 5500
- Ekon Benefits Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- Silvercrest Asset Management Groupplan years 2023
- Amalgamated Bankplan years 2023
- Commerce Bankplan years 2023
What changed
- Oct 1, 2024Funded status changedInternational Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan funded ratio 92.1% -> 98.4% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedInternational Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan plan assets $110M -> $128M (+16.6%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedInternational Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan total assets $133M -> $157M (+18.1%, 2023-09-30 to 2024-09-30)
- Dec 31, 2023Consultant changedinferenceInvestment Consulting Services, LLC appears on International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Investment Consulting Services, LLCaskebsa.dol.gov
- Oct 1, 2023Funded status changedInternational Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan funded ratio 95.6% -> 92.1% (2022-10-01 to 2023-10-01)
Commitments
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 Sep 30, 2025 | 770 | Not disclosed | Not disclosed | n/a | $164M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 752 | Not disclosed | Not disclosed | n/a | $157M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 715 | Not disclosed | Not disclosed | n/a | $133M | Not disclosed | Not disclosed | Not disclosed |
- Zenith American Solutions codes 13 15 $138,796 PY2024
- Amalgamated Bank of Chicago codes 28 65 $92,880 PY2024
- Commerce Bank codes 28 $59,225 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
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-10-01source on record
- Total assets changed2024-10-01source on record
- Total assets changed2024-09-30source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.