Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund
Taft-Hartley plan, based in Lansing, Michigan, reporting $54.6M in assets, for 464 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund total assets $49M -> $55M (+10.3%, 2023-12-31 to 2024-12-31).
6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Longview Build America Bonds3 commitments
- Altrinsic International Equity Coll3 commitments
- Multi-Employer Property Trust3 commitments
- Amalgamated Bank3 commitments
- Altrinsic Global Advisors LLC3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
16 connected entities9 observed commitments7 repeat counterpartiescommitments 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 7.4%
- Non-interest-bearing cash 0.9%
- Other investments 9.1%
- Common/collective trusts 11.6%
- Registered investment companies 67.2%
- Common stock 1.0%
- Real estate (other than employer real property) 2.0%
Consultants and advisers
- Meketa Investment Group Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- United Actuarial Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
- United Actuarial Servcies, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Amalgamated Bank3 rows, latest Dec 31, 2024
- Altrinsic Global Advisors LLC3 rows, latest Dec 31, 2024
- NEW Tower Trust Company3 rows, latest Dec 31, 2024
- Altrinsic Global Advisors LLCplan years
- Amalgamated Bankplan years
What changed
- Dec 31, 2024Assets changedHeat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund total assets $49M -> $55M (+10.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Funded status changedHeat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund funded ratio 99.9% -> 97.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedHeat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund plan assets $51M -> $45M (-12.3%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Longview Build America Bondscollective trust | Amalgamated Bank | Fixed income | $518,988 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Altrinsic International Equity Collcollective trust | Altrinsic Global Advisors LLC | Public equity | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 464 | Not disclosed | Not disclosed | n/a | $54.6M | Not disclosed | Not disclosed | $1.1M |
| 2023 to Dec 31, 2023 | 433 | Not disclosed | Not disclosed | n/a | $49.5M | Not disclosed | Not disclosed | $300,000 |
| 2022 to Dec 31, 2022 | 441 | Not disclosed | Not disclosed | n/a | $45.0M | Not disclosed | Not disclosed | $300,000 |
- TIC International Corp codes 10 13 14 15 36 38 50 $68,249 PY2024
- Meketa Investment Group codes 27 50 $55,000 PY2024
- United Actuarial Servcices codes 11 50 $33,700 PY2024
+24 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
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Total assets changed2024-12-31source 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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.