Plumbers and Pipefitters Local No. 104 Pension Plan
Taft-Hartley plan, based in Holyoke, Massachusetts, reporting $117M in assets, for 783 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Plumbers and Pipefitters Local No. 104 Pension Plan first reports an interest in MID Cap Value/robeco Fund: $5M at 2024-12-31.
1 more manager, 26 more commitments and 7 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- Large Cap Value/barrow Hanley2 commitments
- Prisa2 commitments
- Mid Cap Growth I (ivy)2 commitments
- Empower Annuity Insurance Company12 commitments
- Prudential Insurance Company of Ame2 commitments
- Prudential1 commitment
Relationship network
57 connected entities29 observed commitments13 repeat counterparties17 dated commitments shown here, 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 0.5%
- Non-interest-bearing cash 0.4%
- Insurance company general account 30.2%
- Pooled separate accounts 68.9%
Consultants and advisers
People
Manager roster
- Empower Annuity Insurance Company12 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame2 rows, latest Dec 31, 2024
- Prudential1 row, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Empower Annuity Insurance Companyplan years
- Prudentialplan years
- Dryden Capital, LLCplan years
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Holding startedPlumbers and Pipefitters Local No. 104 Pension Plan first reports an interest in MID Cap Value/robeco Fund: $5M at 2024-12-31with MID Cap Value/robeco Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedPlumbers and Pipefitters Local No. 104 Pension Plan first reports an interest in Small Cap Value/integrity (Prudential Retirement & Annuity Ins): $3M at 2024-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2024Holding endedinferencePlumbers and Pipefitters Local No. 104 Pension Plan no longer reports Prudential Ret Insur and Annuity Co (Prudential Retirement & Annuity Ins) (last held $35,427 at 2023-12-31; absent from the 2024-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Jan 1, 2024Funded status changedPlumbers and Pipefitters Local No. 104 Pension Plan funded ratio 105.5% -> 109.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferencePlumbers and Pipefitters Local No. 104 Pension Plan no longer reports Small Cap Value/vaughan Nelson (Prudential Retirement & Annuity Ins) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)with Prudential Retirement & Annuity Insaskebsa.dol.gov
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Large Cap Value/barrow Hanleyseparate account | Empower Annuity Insurance Company | Public equity | $10.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $7.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mid Cap Growth I (ivy)separate account | Empower Annuity Insurance Company | Pooled vehicles | $4.6M held | Disclosed holding | askebsa.dol.gov |
+26 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 Dec 31, 2024 | 783 | Not disclosed | Not disclosed | n/a | $117M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 765 | Not disclosed | Not disclosed | n/a | $108M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 756 | Not disclosed | Not disclosed | n/a | $101M | Not disclosed | Not disclosed | Not disclosed |
- Prudential Insurance Company of Ame codes 51 $43,963 PY2024
- Cbiz Rps codes 11 $33,025 PY2024
- Carley Guilbert codes 14 $19,616 PY2024
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+9 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
+9 connections on the graph
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