Mechanical Contractors Ua Local 119 Pension Plan
Taft-Hartley plan, based in Mobile, Alabama, reporting $67.4M in assets, for 691 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, Marquette Associates Inc no longer appears on Mechanical Contractors Ua Local 119 Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024).
1 more adviser, 1 more manager, 11 more commitments and 6 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- ASB Labor Equity Index Fund4 commitments
- Multi-Employer Property Trust4 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Chevy Chase Trust Company4 commitments
- NEW Tower Trust Company4 commitments
- Ullico Investment Advisors3 commitments
Relationship network
28 connected entities14 observed commitments9 repeat counterparties12 dated commitments shown here, 2022 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 3.9%
- Other investments 0.0%
- Partnership/joint venture interests 7.1%
- Common/collective trusts 35.1%
- Registered investment companies 50.3%
- Common stock 3.0%
Consultants and advisers
- Marquette Associates Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2025 Form 5500
- United Actuarial Services, Inc. Actuarythrough Dec 31, 2025 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
- Chevy Chase Trust Company4 rows, latest Dec 31, 2025
- NEW Tower Trust Company4 rows, latest Dec 31, 2025
- Ullico Investment Advisors3 rows, latest Dec 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Nothern Trustplan years
- CSM Advisorsplan years 2025
- Ullico Investment Advisorsplan years 2025
+4 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, 2025Holding endedinferenceMechanical Contractors Ua Local 119 Pension Plan no longer reports Parametric Defensive Equity Fund (Parametric Defensive Equity Fund) (last held $3M at 2024-12-31; absent from the 2025-12-31 filing)with Parametric Defensive Equity Fundaskebsa.dol.gov
- Dec 31, 2025Holding endedinferenceMechanical Contractors Ua Local 119 Pension Plan no longer reports Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors) (last held $4M at 2024-12-31; absent from the 2025-12-31 filing)with Ullico Investment Advisorsaskebsa.dol.gov
- Dec 31, 2025Manager relationship startedCSM Advisors, LLC appears on Mechanical Contractors Ua Local 119 Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with CSM Advisorsaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceMarquette Associates Inc no longer appears on Mechanical Contractors Ua Local 119 Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Marquette Associates Inc.askebsa.dol.gov
- Dec 31, 2025Manager relationship startedMulti-Employer Property Trust appears on Mechanical Contractors Ua Local 119 Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Meptaskebsa.dol.gov
+6 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, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $19.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ullico Infrastructure Tax Exempt Fuseparate account | Ullico Investment Advisors | Infrastructure | $3.6M held | Disclosed holding | askebsa.dol.gov |
+11 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 691 | Not disclosed | Not disclosed | n/a | $67.4M | $4.8M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 709 | Not disclosed | Not disclosed | n/a | $60.3M | $7.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 719 | Not disclosed | Not disclosed | n/a | $55.5M | $6.6M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 681 | Not disclosed | Not disclosed | n/a | $51.0M | $6.7M | Not disclosed | Not disclosed |
- Gulf States Consultants & Admin Inc codes 13 $86,400 PY2025
- Ullico Infrastructure Tax Exempt codes 28 $56,198 PY2025
- Marquette Associates Inc codes 51 $40,000 PY2025
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Mechanical Contractors Ua Local 119 Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Holding in a pooled vehicle ended2025-12-31source on record
- Holding in a pooled vehicle ended2025-12-31source on record
- Consultant changed2025-12-31source on record
+8 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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