Ironworkers Local 549-550 Pension Plan
Taft-Hartley plan, based in Ona, West Virginia, reporting $215M in assets, for 1,832 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, 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.
9 more advisers, 3 more managers, 19 more commitments and 9 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Pgim Qs Intl Core Equity Fund3 commitments
- Quant. Solutions US Core Equity3 commitments
- Prisa3 commitments
- Prudential Trust Co.6 commitments
- Prudential Insurance Company of Ame6 commitments
- Loomis Sayles Trust Company4 commitments
Relationship network
55 connected entities22 observed commitments13 repeat counterparties18 dated commitments shown here, 2023 to 2025
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 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
- Alan Biller and Associates Investment adviser (plan)through Mar 31, 2024 Form 5500
- The Segal Co. (eastern States) Inc. Investment adviser (plan)through Mar 31, 2023 Form 5500
- Union Bank and Trust Custodianthrough Mar 31, 2025 Form 5500
+9 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Trust Co.6 rows, latest Mar 31, 2025
- Prudential Insurance Company of Ame6 rows, latest Mar 31, 2025
- Loomis Sayles Trust Company4 rows, latest Mar 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Prudential Trust Co.plan years
- Boyd Watterson Asset Managementplan years 2023
- Prudential Insurance Company of Ameplan years 2023
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Mar 31, 2025Holding startedIronworkers Local 549-550 Pension Plan first reports an interest in Exeter Trust Company Collective Inv (Loomis Sayles Trust Company): $17M at 2025-03-31with Loomis Sayles Trust Companyaskebsa.dol.gov
- Mar 31, 2025Holding startedIronworkers Local 549-550 Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $5M at 2025-03-31with Ullico Investment Advisorsaskebsa.dol.gov
- Mar 31, 2025Holding endedinferenceIronworkers 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 endedinferenceFidelty 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 endedinferenceLoomis 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
+9 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Exeter Trust Company Collective Invcollective trust | Loomis Sayles Trust Company | Pooled vehicles | $16.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Pgim Qs Intl Core Equity Fundcollective trust | Prudential Trust Co. | Public equity | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | QMA Emerging Markets Core Equity Fdcollective trust | Prudential Trust Co. | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Mar 31, 2025 | 1,832 | Not disclosed | Not disclosed | n/a | $215M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 1,620 | Not disclosed | Not disclosed | n/a | $207M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,538 | Not disclosed | Not disclosed | n/a | $182M | Not disclosed | Not disclosed | Not disclosed |
- 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
+69 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ironworkers Local 549-550 Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Holding in a pooled vehicle started2025-03-31source on record
- Holding in a pooled vehicle started2025-03-31source on record
- Holding in a pooled vehicle ended2025-03-31source on record
+11 more changes on this record's ledger
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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
+22 connections on the graph
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