DFX Intelligence

Allocator Intelligence

Gsc-Ila Local 1303 Pension Plan

Taft-Hartley plan· Moss Point, Mississippi

Taft-Hartley plan, based in Moss Point, Mississippi, reporting $41.4M in assets, for 433 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$41.4M
Funded ratio
98.4%
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As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Oct 2024, Gsc-Ila Local 1303 Pension Plan funded ratio 92.9% -> 98.4% (2023-10-01 to 2024-10-01).

9 more advisers

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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Relationship network

19 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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$41.4M
Total assets, Sep 30, 2025 reported
Funded
98.4%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Gsc-Ila Local 1303 Pension Plan

Allocation policy

Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 15.3%
  • U.S. Government securities 14.4%
  • Partnership/joint venture interests 14.0%
  • Registered investment companies 1.3%
  • Preferred stock 50.7%

Consultants and advisers

12 firms
  • Kanye Anderson Rudnick Investment adviser (plan)through Sep 30, 2025 Form 5500
  • RBC Group Investment adviser (plan)through Sep 30, 2023 Form 5500
  • Loomis Investment adviser (plan)through Sep 30, 2023 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

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

5 events
  • Oct 1, 2024Funded status changed
    Gsc-Ila Local 1303 Pension Plan funded ratio 92.9% -> 98.4% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Gsc-Ila Local 1303 Pension Plan plan assets $34M -> $39M (+14.7%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Gsc-Ila Local 1303 Pension Plan total assets $35M -> $39M (+11.9%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    RBC Group no longer appears on Gsc-Ila Local 1303 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with RBC Groupaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Gsc-Ila Local 1303 Pension Plan funded ratio 84.2% -> 92.9% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

30 readings
Total assets
$41.4M Sep 30, 2025 reported Form 5500
$38.9M (2024-09) · $34.8M (2023-09)
Plan assets
$38.6M Oct 1, 2024 reported Form 5500
$33.6M (2023-10) · $32.5M (2022-10)
Net assets
$41.4M Sep 30, 2025 reported Form 5500
$38.6M (2024-09) · $33.6M (2023-09)
Funded ratio
98.4% Oct 1, 2024 reported Form 5500
92.9% (2023-10) · 84.2% (2022-10)
Participants
433 Oct 1, 2024 reported Form 5500
433 (2023-10) · 416 (2022-10)
Contributions
$1.6M Sep 30, 2025 reported Form 5500
$914,309 (2024-09) · $344,328 (2023-09)
Benefits paid
$2.2M Sep 30, 2025 reported Form 5500
$2.3M (2024-09) · $3.4M (2023-09)
Net investment income
$2.9M Sep 30, 2025 reported Form 5500
$5.0M (2024-09) · $1.1M (2023-09)
Investment management fees
$192,281 Sep 30, 2025 reported Form 5500
$225,530 (2024-09) · $219,035 (2023-09)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025433Not disclosedNot disclosedn/a$41.4M$5.8MNot disclosedNot disclosed
2023 to Sep 30, 2024433Not disclosedNot disclosedn/a$38.9M$5.1MNot disclosedNot disclosed
2022 to Sep 30, 2023416Not disclosedNot disclosedn/a$34.8M$4.5MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Millette Administrators codes 13 $83,831 PY2024
  • Eic codes 27 $78,443 PY2024
  • Raymond James codes 27 $30,000 PY2024

+34 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 636053263-001
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.

Not yet on record: fund commitments, managers.

Record history

5 dated events on the change ledger, latest event first
  • Funded status changed
    2024-10-01source on record
  • Total assets changed
    2024-10-01source on record
  • Total assets changed
    2024-09-30source 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

+13 connections on the graph

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