Plumbers & Steamfitters Local 83 Pension Fund
Taft-Hartley plan, based in Harmony, Pennsylvania, reporting $55.1M in assets, for 526 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Great Lakes Advisors, LLC no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser, 6 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- ASB Allegiance Real Estate Fund3 commitments
- Afl-Cio Building Investment Trust3 commitments
- BGO Diversified U.S. Pref Fund3 commitments
- ABS Allegiance Real Estate3 commitments
- Great Gray Trust Company3 commitments
- Newtower Trust Company3 commitments
Relationship network
27 connected entities9 observed commitments6 repeat counterpartiescommitments 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 0.6%
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 7.0%
- U.S. Government securities 0.7%
- Other investments 0.6%
- Registered investment companies 58.4%
- Common stock 20.3%
- Preferred stock 0.1%
- Real estate (other than employer real property) 10.3%
Consultants and advisers
- Standard Valuation Pension consultantthrough Dec 31, 2022 Form 5500
- Acrisure Actuarythrough Dec 31, 2023 Form 5500
- Cowden Associates Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Newtower Trust Company3 rows, latest Dec 31, 2024
- Chevy Chase Trustplan years 2023
- Great Lakes Advisorsplan years 2022
- Manning & Napier Advisors, LLCplan years 2022
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceGreat Lakes Advisors, LLC no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Great Lakes Advisorsaskebsa.dol.gov
- Dec 31, 2024Assets changedPlumbers & Steamfitters Local 83 Pension Fund total assets $50M -> $55M (+10.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedGreat Lakes Advisors, LLC appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Great Lakes Advisorsaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceAfl-Cio Building Investment Trust no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Great Gray Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedPlumbers & Steamfitters Local 83 Pension Fund funded ratio 89.4% -> 94.7% (2022-01-01 to 2023-01-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BGO Diversified U.S. Pref Fundcollective trust | Newtower Trust Company | Hedge / diversifiers | $1.9M held | Disclosed holding | askebsa.dol.gov |
+6 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 | 526 | Not disclosed | Not disclosed | n/a | $55.1M | Not disclosed | Not disclosed | $5.7M |
| 2023 to Dec 31, 2023 | 522 | Not disclosed | Not disclosed | n/a | $49.6M | Not disclosed | Not disclosed | $6.2M |
| 2022 to Dec 31, 2022 | 535 | Not disclosed | Not disclosed | n/a | $45.7M | Not disclosed | Not disclosed | $8.2M |
- Central Data Services Inc codes 13 $58,333 PY2024
- Acrisure LLC codes 11 70 $39,690 PY2024
- Standard Valuation codes 17 $35,275 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers & Steamfitters Local 83 Pension Fund 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.
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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
- Total assets changed2024-12-31source on record
- Manager relationship ended2023-12-31source 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
+13 connections on the graph
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