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
Iron Range Plumbers & Fitters Retirement Income Plan
Taft-Hartley planDuluth, MN
Assets
$37.4M
Total assets, Apr 30, 2025 reported
Funded
109.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Iron Range Plumbers & Fitters Local 589
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.9%
- U.S. Government securities 3.7%
- Registered investment companies 94.6%
Consultants and advisers
2 firms
- Stairway Partners Investment adviser (plan)through Apr 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Investment management fees
$125,872 (2024-04) · $116,050 (2023-04)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 329 | n/a | n/a | n/a | $37.4M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 295 | n/a | n/a | n/a | $34.1M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 285 | n/a | n/a | n/a | $31.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Stairway Partners codes 27 28 51 $136,149 PY2024
- Wilson-Mschane Corporation codes 13 15 50 $88,278 PY2024
- United Actuarial Services, Inc. codes 11 50 $25,500 PY2024
- Bauman Associates, Ltd codes 10 50 $14,460 PY2024
- Andrew & Poole, P.A codes 29 50 $9,477 PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- Stairway Partners codes 27 28 51 $125,872 PY2023
- Wilson-Mschane Corporation codes 13 15 50 $85,866 PY2023
- United Actuarial Services, Inc. codes 11 50 $24,050 PY2023
- Bauman Associates, Ltd codes 10 50 $13,890 PY2023
- Andrew & Bransky, P.A codes 29 50 $9,109 PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- Stairway Partners codes 27 28 51 $116,050 PY2022
- Wilson-Mschane Corporation codes 13 15 50 $80,137 PY2022
- United Actuarial Services, Inc. codes 11 50 $29,170 PY2022
- Bauman Associates, Ltd codes 10 50 $13,034 PY2022
- Andrew & Bransky, P.A codes 29 50 $11,451 PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
2 events
- May 1, 2024Funded status changedIron Range Plumbers & Fitters Retirement Income Plan funded ratio 111.9% -> 109.1% (2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedIron Range Plumbers & Fitters Retirement Income Plan funded ratio 106.3% -> 111.9% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 416057633-001
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.