Concrete Block Employers Pension Plan
Taft-Hartley plan, based in SUN Valley, California, reporting $22.9M in assets, for 676 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Concrete Block Employers Pension Plan first reports an interest in 500 Index Fund (John Hancock Life Insurance Co): $2M at 2024-12-31.
12 more commitments and 9 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- Blackrock Intern'l Equity Index Cit2 commitments
- Blackrock Large Cap Value Index Cit2 commitments
- Blackrock Russell 2000 Index Cit2 commitments
- Blackrock9 commitments
- Allspring2 commitments
- John Hancock Life Insurance Co1 commitment
Relationship network
42 connected entities15 observed commitments8 repeat counterparties12 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
- Registered investment companies 99.3%
Consultants and advisers
- Meredith J. Sesser General consultantthrough Dec 31, 2022 Form 5500
- Principal Bank Custodianthrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock9 rows, latest Dec 31, 2023
- Allspring2 rows, latest Dec 31, 2023
- John Hancock Life Insurance Co1 row, latest Dec 31, 2024
What changed
- Dec 31, 2024Holding startedConcrete Block Employers Pension Plan first reports an interest in 500 Index Fund (John Hancock Life Insurance Co): $2M at 2024-12-31with John Hancock Life Insurance Coaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceConcrete Block Employers Pension Plan no longer reports Blackrock Large Cap Grow Index Cit (last held $2M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Large Cap Grow Index Citaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceConcrete Block Employers Pension Plan no longer reports Blackrock Russell 2000 Index Cit (last held $422,027 at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Russell 2000 Index Citaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceConcrete Block Employers Pension Plan no longer reports Blackrock Large Cap Value Index Cit (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Large Cap Value Index Citaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceConcrete Block Employers Pension Plan no longer reports Blackrock U.S. Aggregate Bond Index (last held $4M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock U.S. Aggregate Bond Indexaskebsa.dol.gov
+9 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 | 500 Index Fundseparate account | John Hancock Life Insurance Co | Pooled vehicles | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Intern'l Equity Index Citcollective trust | Blackrock | Public equity | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Blackrock Large Cap Value Index Citcollective trust | Blackrock | Public equity | $2.5M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 676 | Not disclosed | Not disclosed | n/a | $22.9M | $0 | $0 | $0 |
| 2023 to Dec 31, 2023 | 672 | Not disclosed | Not disclosed | n/a | $21.7M | $0 | $0 | $0 |
| 2022 to Dec 31, 2022 | 674 | Not disclosed | Not disclosed | n/a | $19.5M | $0 | $0 | $0 |
- Liden, Nestle, Soled & Associates codes 15 38 64 70 $69,020 PY2024
- Principal Bank codes 19 27 28 $41,174 PY2024
- Caskey, Mandell, Karp & Block LLP codes 10 $34,500 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Concrete Block Employers Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+11 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
+6 connections on the graph
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