DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
United Association Plumbers Local 773 Pension Plan
Taft-Hartley planGlens Falls, NY
Assets
$112M
Total assets, May 31, 2025 reported
Funded
122.3%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Trustees of Plumbers Local 773 Pension Plan
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 12.2%
- U.S. Government securities 18.8%
- Registered investment companies 7.5%
- Common stock 54.7%
- Real estate (other than employer real property) 3.4%
Consultants and advisers
4 firms
- Atalanta Sosnoff Capital Investment adviser (plan)through May 31, 2023 Form 5500
- Merrill Lynch,pierce,fenner & Smith Custodianthrough May 31, 2023 Form 5500
- Bolton Partners Ne, Inc. Actuarythrough May 31, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
- Loomis Saylesplan years 2025
- Ameriprise Financial, Incplan years 2024
- The Boston Companyplan years 2024
- Cohen & Steers Capital Managementplan years 2024
- Bank of Americaplan years 2024
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
Investment management fees
$358,293 (2024-05) · $339,080 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 589 | n/a | n/a | n/a | $112M | n/a | n/a | $3.8M |
| 2023 to May 31, 2024 | 580 | n/a | n/a | n/a | $103M | n/a | n/a | $4.0M |
| 2022 to May 31, 2023 | 575 | n/a | n/a | n/a | $90.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bank of America codes 28 $84,325 PY2024
- Columbia Fis Interm codes 28 $62,617 PY2024
- Bolton Partners Northeast, Inc. codes 11 $43,050 PY2024
- Krakow Souris & Landry, LLC codes 29 $40,000 PY2024
- Joseph Mccarthy Associates codes 10 $24,324 PY2024
- Loomis Sayles codes 28 $21,482 PY2024
- Boston Partners codes 28 $20,673 PY2024
- D'Arcangelo & Co., LLP codes 10 $17,700 PY2024
- Cohen & Steers codes 28 $13,464 PY2024
- Bolton Partners, Inc. codes 11 PY2024
- Bank of America codes 28 $68,287 PY2023
- Columbia Fis Interm codes 28 $50,479 PY2023
- Bolton Partners Northeast, Inc. codes 11 $41,000 PY2023
- Krakow Souris & Landry, LLC codes 29 $40,000 PY2023
- Boston Partners codes 28 $20,150 PY2023
- Loomis Sayles codes $19,629 PY2023
- D'Arcangelo & Co., LLP codes 10 $17,200 PY2023
- Cohen & Steers codes 28 $11,548 PY2023
- Joseph Mccarthy Associates codes 10 $7,023 PY2023
- Bolton Partners, Inc. codes 11 PY2023
- Atalanta Sosnoff Capital, LLC codes 27 $137,677 PY2022
- Merrill Lynch codes 19 28 33 60 $67,787 PY2022
- Krakow, Souris & Landry, LLC codes 29 $40,000 PY2022
- Bolton Partners Northeast, Inc. codes 11 $35,334 PY2022
- Joseph Mccarthy Associates codes 10 $18,772 PY2022
- D'Arcangelo & Co., LLP codes 10 $16,500 PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
11 events
- Dec 31, 2024Manager relationship startedLoomis Sayles appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Jun 1, 2024Funded status changedUnited Association Plumbers Local 773 Pension Plan funded ratio 110.2% -> 122.3% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedUnited Association Plumbers Local 773 Pension Plan plan assets $91M -> $103M (+13.9%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedUnited Association Plumbers Local 773 Pension Plan total assets $91M -> $103M (+13.9%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Manager relationship startedBoston Partners appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with The Boston Companyaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBank of America appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Bank of Americaaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAtalanta Sosnoff Capital, LLC no longer appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Atalanta Sosnoff Capitalaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedCohen & Steers appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Cohen & Steers Capital Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedColumbia Fis Interm appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Ameriprise Financial, Incaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceMerrill Lynch no longer appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Merrill Lynch,pierce,fenner & Smithaskebsa.dol.gov
- Jun 1, 2023Funded status changedUnited Association Plumbers Local 773 Pension Plan funded ratio 112.4% -> 110.2% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 237114547-001
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.