Tuckpointer Local 52 Pension Plan
Taft-Hartley plan, based in Elmhurst, Illinois, reporting $410M in assets, for 2,168 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, BMO Harris no longer appears on Tuckpointer Local 52 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers
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Relationship network
23 connected entities
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
- 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
- Non-interest-bearing cash 0.9%
- Other investments 0.0%
- Partnership/joint venture interests 33.2%
- Registered investment companies 57.6%
- Common stock 7.9%
Consultants and advisers
- PBI Research Services General consultantthrough Apr 30, 2024 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through Apr 30, 2023 Form 5500
- Midwest International Trust Company Custodianthrough Apr 30, 2025 Form 5500
+3 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
- Loomis Sayles Core Plus Fixed Incomplan years 2025
- Ullico Infrastructure Tax-Exemptplan years 2025
- Ullico Infrastructureplan 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 endedinferenceBMO Harris no longer appears on Tuckpointer Local 52 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harrisaskebsa.dol.gov
- May 1, 2024Assets changedTuckpointer Local 52 Pension Plan plan assets $338M -> $383M (+13.5%, 2023-05-01 to 2024-05-01)
- Apr 30, 2024Assets changedTuckpointer Local 52 Pension Plan total assets $338M -> $384M (+13.5%, 2023-04-30 to 2024-04-30)
- Dec 31, 2023Manager relationship startedMidwest Institutional Trust Company appears on Tuckpointer Local 52 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Midwest Institutional Trust Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePBI Research Services appears on Tuckpointer Local 52 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with PBI Research Servicesaskebsa.dol.gov
Commitments
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 | 2,168 | Not disclosed | Not disclosed | n/a | $410M | $136M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 2,148 | Not disclosed | Not disclosed | n/a | $384M | $114M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 2,091 | Not disclosed | Not disclosed | n/a | $338M | $114M | Not disclosed | Not disclosed |
- Ullico Infrastructure Tax-Exempt codes 50 51 $261,297 PY2024
- Harris Associates L.P. codes 28 51 52 $214,692 PY2024
- Marquette Associates, Inc. codes 27 51 $205,000 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Total assets changed2024-05-01source on record
- Total assets changed2024-04-30source on record
+2 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
+14 connections on the graph
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