Bricklayers Allied Craftsmen Pension Plan Local No 3
Taft-Hartley plan, based in Maumee, Ohio, reporting $51.9M in assets, for 485 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Segall Bryant & Hamill, LLC no longer appears on Bricklayers Allied Craftsmen Pension Plan Local No 3's Schedule C as investment manager (plan year 2024 vs 2023).
2 more managers, 9 more commitments and 1 more dated event
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- International Small Cap Fund3 commitments
- Lazard/wilmington International Equ3 commitments
- Prisa II Sa3 commitments
- Segal, Bryant & Hamill, LLC3 commitments
- Lazard Asset Management LLC3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
28 connected entities12 observed commitments8 repeat counterparties9 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 2.3%
- Non-interest-bearing cash 0.1%
- Corporate debt instruments (other) 16.8%
- U.S. Government securities 2.3%
- Other investments 0.3%
- Partnership/joint venture interests 29.1%
- Common/collective trusts 27.7%
- Pooled separate accounts 6.9%
- Registered investment companies 13.6%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Apr 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 2023 Form 5500
- Clark, Schaefer, Hackett & Co. Custodianthrough Apr 30, 2023 Form 5500
People
Manager roster
- Segal, Bryant & Hamill, LLC3 rows, latest Apr 30, 2025
- Lazard Asset Management LLC3 rows, latest Apr 30, 2025
- Prudential Insurance Company of Ame3 rows, latest Apr 30, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Segal, Bryant & Hamill, LLCplan years 2023
- Lazard Asset Management LLCplan years
- Segall Bryant & Hamill LLCplan years 2024
+4 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, 2024Manager relationship endedinferenceSegall Bryant & Hamill, LLC no longer appears on Bricklayers Allied Craftsmen Pension Plan Local No 3's Schedule C as investment manager (plan year 2024 vs 2023)with Segall Bryant & Hamill LLCaskebsa.dol.gov
- May 1, 2024Funded status changedBricklayers Allied Craftsmen Pension Plan Local No 3 funded ratio 95.9% -> 98.6% (2023-05-01 to 2024-05-01)
- Apr 30, 2024Holding endedinferenceBricklayers Allied Craftsmen Pension Plan Local No 3 no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $3M at 2023-04-30; absent from the 2024-04-30 filing)with SEI Trust Companyaskebsa.dol.gov
- Apr 30, 2024Holding startedBricklayers Allied Craftsmen Pension Plan Local No 3 first reports an interest in Boyd Watterson Asset Management (Northern Trust Collective Eafe Inde): $3M at 2024-04-30with Northern Trust Investments, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship startedSegall Bryant & Hamill, LLC appears on Bricklayers Allied Craftsmen Pension Plan Local No 3's Schedule C as investment manager (plan year 2023 vs 2022)with Segall Bryant & Hamill LLCaskebsa.dol.gov
+1 more dated event
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 Apr 30, 2025 | International Small Cap Fundcollective trust | Segal, Bryant & Hamill, LLC | Public equity | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Lazard/wilmington International Equcollective trust | Lazard Asset Management LLC | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Prisa II Saseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov |
+9 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 Apr 30, 2025 | 485 | Not disclosed | Not disclosed | n/a | $51.9M | $15.1M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 487 | Not disclosed | Not disclosed | n/a | $50.0M | $15.4M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 489 | Not disclosed | Not disclosed | n/a | $47.2M | $11.4M | Not disclosed | Not disclosed |
- Noa codes 10 13 $80,737 PY2024
- Investment Performance Services codes 27 $52,584 PY2024
- Chartwell Investment Partners codes 28 $45,803 PY2024
+43 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bricklayers Allied Craftsmen Pension Plan Local No 3 sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-05-01source on record
- Holding in a pooled vehicle ended2024-04-30source on record
+3 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
+12 connections on the graph
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