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

Ironworkers Local 549-550 Pension Plan

Taft-Hartley planOna, WV
Assets
$215M
Total assets, Mar 31, 2025 reported
Funded
115.9%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
22
none on the tape
Plan sponsor: Ironworkers Local 549-550 Pension Plan
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.7%
  • Corporate debt instruments (preferred) 3.7%
  • U.S. Government securities 5.5%
  • Common/collective trusts 32.8%
  • Pooled separate accounts 8.8%
  • Registered investment companies 47.5%
Consultants and advisers
12 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Quant. Solutions US Core Equityseparate accountPrudential Insurance Company of AmePublic equity$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025QMA Emerging Markets Core Equity Fdcollective trustPrudential Trust CompanyPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Fiam Grp Trst Core Plus Commingledcollective trustFidelity Institutional Asset MgmtFixed income$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Nhit Core Plus Fixed Income Trustcollective trustLoomis Sayles Trust CompanyFixed income$20.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Exeter Trust Company Collective Invcollective trustLoomis Sayles Trust CompanyPooled vehicles$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Pgim Qs Intl Core Equity Fundcollective trustPrudential Trust Co.Public equity$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$5.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Quant. Solutions US Core Equityseparate accountPrudential Insurance Company of AmePublic equity$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$10.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024QMA Emerging Markets Core Equity Fdcollective trustPrudential Trust CompanyPublic equity$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Fiam Grp Trst Core Plus Commingledcollective trustFidelity Institutional Asset MgmtFixed income$18.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Nhit Core Plus Fixed Income Trustcollective trustLoomis Sayles Trust CompanyFixed income$19.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Manning & Napier Global Equity Collcollective trustExeter Trust CompanyPublic equity$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Pgim Qs Intl Core Equity Fundcollective trustPrudential Trust Co.Public equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Quant. Solutions US Core Equityseparate accountPrudential Insurance Company of AmePublic equity$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$13.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023QS Emerging Markets Core Equity Fdcollective trustPrudential Trust Co.Public equity$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Pgim Qs Intl Core Equity Fundcollective trustPrudential Trust Co.Public equity$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Fiam Grp Trst Core Plus Commingledcollective trustFidelity Institutional Asset MgmtFixed income$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Nhit Core Plus Fixed Income Trustcollective trustLoomis Sayles Trust CompanyFixed income$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Manning & Napier Global Equity Collcollective trustExeter Trust CompanyPublic equity$15.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$215M Mar 31, 2025 reported Form 5500
$207M (2024-03) · $182M (2023-03)
Plan assets
$207M Apr 1, 2024 reported Form 5500
$182M (2023-04) · $197M (2022-04)
Net assets
$215M Mar 31, 2025 reported Form 5500
$207M (2024-03) · $182M (2023-03)
Funded ratio
115.9% Apr 1, 2024 reported Form 5500
111.1% (2023-04) · 107.6% (2022-04)
Participants
1,832 Apr 1, 2024 reported Form 5500
1,620 (2023-04) · 1,538 (2022-04)
Contributions
$9.2M Mar 31, 2025 reported Form 5500
$10.2M (2024-03) · $9.5M (2023-03)
Benefits paid
$11.7M Mar 31, 2025 reported Form 5500
$11.4M (2024-03) · $11.2M (2023-03)
Net investment income
$8.3M Mar 31, 2025 reported Form 5500
$25.5M (2024-03) · $-15.8M (2023-03)
Investment management fees
$574,850 Mar 31, 2025 reported Form 5500
$503,774 (2024-03) · $660,117 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,832n/an/an/a$215Mn/an/an/a
2023 to Mar 31, 20241,620n/an/an/a$207Mn/an/an/a
2022 to Mar 31, 20231,538n/an/an/a$182Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • American Benefit Corporation codes 13 50 $120,629 PY2024
  • Prudential Insurance Company codes 28 $94,705 PY2024
  • Qualitative Management codes 25 56 $90,824 PY2024
  • Loomis Sayles Trust Company codes 19 $75,681 PY2024
  • Alan Biller and Associates codes 27 50 $70,000 PY2024
  • Acrisure codes 11 50 $64,720 PY2024
  • Macala & Piatt, LLC codes 29 50 $51,590 PY2024
  • Fidelty Investments codes 19 $50,974 PY2024
  • Gray Griffith and Mays PLLC codes 10 50 $41,340 PY2024
  • Ullico codes 19 $38,213 PY2024
  • Boyd Waterson codes 28 $24,879 PY2024
  • Alera Group codes 22 50 $20,998 PY2024
  • International Foundation of Employe codes 49 50 $9,996 PY2024
  • Union Bank and Trust codes 19 $8,646 PY2024
  • Johnson Printing Company codes 36 50 $8,366 PY2024
  • Wesbanco codes 18 50 $6,486 PY2024
  • Nhit Core Plus Fixed Income Trust Sched. D C $20.1M PY2024
  • Quantitative Core Equity Account Sched. D P $10.1M PY2024
  • Prisa Account Sched. D P $8.8M PY2024
  • QMA Emerging Markets Core Equity Fd Sched. D C $1.6M PY2024
  • Faim Group Trust for Employee Benif Sched. D C $20.1M PY2024
  • Exeter Trust Company Collective Inv Sched. D C $16.6M PY2024
  • Pgim Qs Intl Core Equity Fund Sched. D C $3.5M PY2024
  • Ullico Infrastructure Tax Exempt Fd Sched. D E $5.3M PY2024
  • Acrisure codes 11 PY2024
  • Boyd Waterson codes 28 $144,090 PY2023
  • American Benefit Corporation codes 13 50 $129,953 PY2023
  • Prudential Insurance Company codes 28 $121,095 PY2023
  • Qualitative Management codes 25 56 $86,982 PY2023
  • Alan Biller and Associates codes 27 50 $55,417 PY2023
  • Cowden Associates codes 11 50 $54,848 PY2023
  • Loomis Sayles Trust Company codes 28 $44,679 PY2023
  • Fidelty Investments codes 28 $41,334 PY2023
  • Todd and Associates codes 22 50 $30,969 PY2023
  • Macala & Piatt, LLC codes 29 50 $29,669 PY2023
  • Kozocki Hughes Tickerhoof PLLC codes 10 50 $9,100 PY2023
  • Ifebp codes 49 50 $7,139 PY2023
  • Fifth Third codes 19 $6,427 PY2023
  • Boston Marriot Copley Place codes 49 50 $5,662 PY2023
  • Central Data Services codes 49 50 $5,404 PY2023
  • Prisa Account Sched. D P $10.1M PY2023
  • QMA Emerging Markets Core Equity Fd Sched. D C $1.6M PY2023
  • Faim Group Trust for Employee Benif Sched. D C $18.8M PY2023
  • Nhit Core Plus Fixed Income Trust Sched. D C $19.5M PY2023
  • Exeter Trust Company Collective Inv Sched. D C $15.7M PY2023
  • Pgim Qs Intl Core Equity Fund Sched. D C $3.9M PY2023
  • Quantitative Core Equity Account Sched. D P $11.2M PY2023
  • Acrisure codes 11 PY2023
  • Boyd Watterson codes 28 $152,321 PY2022
  • American Benefit Corporation codes 14 $134,930 PY2022
  • Quantitative Management codes 28 56 $77,668 PY2022
  • Prudential Insurance Company codes 28 $74,211 PY2022
  • Kozicki Hughes Tickerhoof PLLC codes 10 $46,188 PY2022
  • Segal Advisors codes 27 $45,000 PY2022
  • Loomis Sayles Trust Company codes 28 $44,700 PY2022
  • Pyramis codes 28 $40,480 PY2022
  • Cowden Associates Inc codes 11 $40,338 PY2022
  • Macala, Gore, and Piatt codes 29 $24,111 PY2022
  • Todd and Associates codes 22 $21,541 PY2022
  • CDS Administrators, Inc. codes 14 $21,363 PY2022
  • Fifth Third Bank codes 19 $7,315 PY2022
  • Vanguard Total Stock codes 52 PY2022
  • Manning and Napier Global Equity codes 52 PY2022
  • Vanguard World Stock codes 52 PY2022
  • Quantitative Core Equity Account Sched. D P $8.4M PY2022
  • Prisa Account Sched. D P $13.2M PY2022
  • QMA Emerging Markets Core Equity Fu Sched. D C $1.4M PY2022
  • Pgim Qs Intl Core Equity Fund Sched. D C $3.4M PY2022
  • Fiam Group Trust for Employee Benef Sched. D C $18.1M PY2022
  • Nhit Core Plus Fixed Income Trust Sched. D C $9.7M PY2022
  • Exeter Trust Company Collective Inv Sched. D C $15.3M PY2022
  • Cowden Associates, Inc. codes 11 PY2022
What changed
14 events
  • Mar 31, 2025Holding started
    Ironworkers Local 549-550 Pension Plan first reports an interest in Exeter Trust Company Collective Inv (Loomis Sayles Trust Company): $17M at 2025-03-31
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Mar 31, 2025Holding started
    Ironworkers Local 549-550 Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $5M at 2025-03-31
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Mar 31, 2025Holding endedinference
    Ironworkers Local 549-550 Pension Plan no longer reports Manning & Napier Global Equity Coll (Exeter Trust Company) (last held $16M at 2024-03-31; absent from the 2025-03-31 filing)
    with Exeter Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Fidelty Investments no longer appears on Ironworkers Local 549-550 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Loomis Sayles Trust Company no longer appears on Ironworkers Local 549-550 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Apr 1, 2024Funded status changed
    Ironworkers Local 549-550 Pension Plan funded ratio 111.1% -> 115.9% (2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Apr 1, 2024Assets changed
    Ironworkers Local 549-550 Pension Plan plan assets $182M -> $207M (+14.1%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Holding started
    Ironworkers Local 549-550 Pension Plan first reports an interest in QMA Emerging Markets Core Equity Fd: $2M at 2024-03-31
    with QMA Emerging Markets Core Equity Fdaskebsa.dol.gov
  • Mar 31, 2024Holding endedinference
    Ironworkers Local 549-550 Pension Plan no longer reports QS Emerging Markets Core Equity Fd (Prudential Trust Co.) (last held $1M at 2023-03-31; absent from the 2024-03-31 filing)
    with Prudential Trust Co.askebsa.dol.gov
  • Mar 31, 2024Assets changed
    Ironworkers Local 549-550 Pension Plan total assets $182M -> $207M (+14.0%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Segal Advisors no longer appears on Ironworkers Local 549-550 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with The Segal Co. (eastern States) Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Alan Biller and Associates appears on Ironworkers Local 549-550 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Alan Biller and Associatesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Quantitative Management no longer appears on Ironworkers Local 549-550 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Pgim Quantitative Solutions LLCaskebsa.dol.gov
  • Apr 1, 2023Funded status changed
    Ironworkers Local 549-550 Pension Plan funded ratio 107.6% -> 111.1% (2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 556027928-001
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.