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
Contract Cleaners Service Employees' Pension Plan
Taft-Hartley planMaryland Heights, MO
Assets
$22.8M
Total assets, Dec 31, 2024 reported
Funded
109.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Contract Cleaners Service Employees' Pension Trust
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 6.4%
- Non-interest-bearing cash 0.3%
- U.S. Government securities 12.4%
- Registered investment companies 79.6%
Consultants and advisers
2 firms
- Stifel, Nicolaus and Company Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 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
$119,203 (2023-12) · $119,783 (2022-12)
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 Dec 31, 2024 | 4,807 | n/a | n/a | n/a | $22.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,794 | n/a | n/a | n/a | $19.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,689 | n/a | n/a | n/a | $17.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Stifel Nicolaus & Co codes 19 27 33 $141,918 PY2024
- Benesys codes 14 50 $136,128 PY2024
- Anders Minkler Huber & Helm LLP codes $42,733 PY2024
- Milliman Inc. codes 11 50 $32,825 PY2024
- Schuchat, Cook & Werner codes 29 50 $10,816 PY2024
- Union Insurance Group codes 23 50 $9,525 PY2024
- Adp codes 49 50 $6,996 PY2024
- Milliman, Inc. codes 11 PY2024
- Benesys codes 14 50 $132,166 PY2023
- Stifel Nicolaus & Co codes 19 27 33 $119,203 PY2023
- Milliman Inc. codes 11 50 $47,008 PY2023
- Anders Minkler Huber & Helm LLP codes $31,455 PY2023
- Union Insurance Group codes 23 50 $8,994 PY2023
- Schuchat, Cook & Werner codes 29 50 $5,904 PY2023
- Adp codes 49 50 $5,461 PY2023
- Milliman, Inc. codes 11 PY2023
- Benesys codes 14 50 $128,316 PY2022
- Stifel Nicolaus & Co codes 19 27 33 $119,683 PY2022
- Milliman Inc. codes 11 50 $31,240 PY2022
- Anders Minkler Huber & Helm LLP codes 50 $27,545 PY2022
- Adp codes 49 50 $5,746 PY2022
- Aloha Print & Copy codes 36 50 $5,373 PY2022
- Milliman, Inc. codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedContract Cleaners Service Employees' Pension Plan total assets $20M -> $23M (+15.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedContract Cleaners Service Employees' Pension Plan plan assets $17M -> $20M (+15.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedContract Cleaners Service Employees' Pension Plan total assets $17M -> $20M (+16.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedContract Cleaners Service Employees' Pension Plan plan assets $21M -> $17M (-17.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 431927832-001
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.