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

Connecticut Laborers' Pension Plan

Taft-Hartley planWest Haven, CT
Assets
$601M
Total assets, Dec 31, 2024 reported
Funded
98.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
24
none on the tape
Plan sponsor: Connecticut Laborers' Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.4%
  • Non-interest-bearing cash 1.7%
  • Corporate debt instruments (other) 1.7%
  • U.S. Government securities 1.0%
  • Other investments 0.2%
  • Partnership/joint venture interests 11.4%
  • 103-12 investment entities 7.9%
  • Common/collective trusts 48.2%
  • Pooled separate accounts 5.6%
  • Registered investment companies 10.4%
  • Common stock 10.1%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
24 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024State Street Intl Active Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$52.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$144M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024GMO Multi-Strategy Fund (onshore)103 12 ieGMO Multi-Strategy Fund (onshore)Hedge / diversifiers$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pimco All Asset Collective Trustcollective trustSEI Trust CompanyPooled vehicles$48.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$33.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Lazard Emerging Markets Equity Grou103 12 ieLazard Asset Management SecuritiesPublic equity$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$43.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$17.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State Street Intl Active Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$48.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$123M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023GMO Multi-Strategy Fund (onshore)103 12 ieGMO Multi-Strategy Fund (onshore)Hedge / diversifiers$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pimco All Asset Collective Trustcollective trustSEI Trust CompanyPooled vehicles$46.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Lazard Emerging Markets Equity Grou103 12 ieLazard Asset Management SecuritiesPublic equity$24.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$51.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$15.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State Street Intl Active Sl Fundcollective trustState Street - Russell 2000Pooled vehicles$40.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$106M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022GMO Multi-Strategy Fund (onshore)103 12 ieGrantham, Mayo, van Otterloo & CoHedge / diversifiers$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pimco All Asset Collective Trustcollective trustSEI Trust CompanyPooled vehicles$43.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$31.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Lazard Emerging Markets Equity Grou103 12 ieLazard Asset Management SecuritiesPublic equity$19.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$66.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fuseparate accountUllico Investment AdvisorsInfrastructure$14.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$601M Dec 31, 2024 reported Form 5500
$565M (2023-12) · $532M (2022-12)
Plan assets
$564M Jan 1, 2024 reported Form 5500
$532M (2023-01) · $608M (2022-01)
Net assets
$600M Dec 31, 2024 reported Form 5500
$564M (2023-12) · $532M (2022-12)
Funded ratio
98.9% Jan 1, 2024 reported Form 5500
99.2% (2023-01) · 98.5% (2022-01)
Participants
6,942 Jan 1, 2024 reported Form 5500
6,927 (2023-01) · 6,746 (2022-01)
Contributions
$31.9M Dec 31, 2024 reported Form 5500
$29.9M (2023-12) · $27.7M (2022-12)
Benefits paid
$42.9M Dec 31, 2024 reported Form 5500
$42.1M (2023-12) · $41.6M (2022-12)
Net investment income
$35.6M Dec 31, 2024 reported Form 5500
$32.4M (2023-12) · $-76.1M (2022-12)
Investment management fees
$2.2M Dec 31, 2024 reported Form 5500
$2.3M (2023-12) · $2.2M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20246,942n/an/an/a$601M$68.3Mn/an/a
2023 to Dec 31, 20236,927n/an/an/a$565M$68.4Mn/an/a
2022 to Dec 31, 20226,746n/an/an/a$532M$85.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
7 events
  • Dec 31, 2024Manager relationship endedinference
    UBS Realty Investors LLC no longer appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ubsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    LSV Asset Management appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with LSV Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    GMO Benchmark Free Fund Class III appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with GMO Benchmark Free Fund Class IIIaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    ASB Capital Management appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with ABS Allegiance Real Estateaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Goodwin Capital Advisors appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Goodwin Capital Advisersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    UBS Realty Investors LLC appears on Connecticut Laborers' Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Ubsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Connecticut Laborers' Pension Plan plan assets $608M -> $532M (-12.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 066044348-001
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.