United Association Plumbers Local 773 Pension Plan
Taft-Hartley plan, based in Glens Falls, New York, reporting $112M in assets, for 589 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Loomis Sayles appears on United Association Plumbers Local 773 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser 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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Relationship network
14 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.
- 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 planShowHide
Allocation policy
- 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
- 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
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Loomis Saylesplan years 2025
- Ameriprise Financial, Incplan years 2024
- The Boston Companyplan years 2024
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- 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
+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
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 May 31, 2025 | 589 | Not disclosed | Not disclosed | n/a | $112M | Not disclosed | Not disclosed | $3.8M |
| 2023 to May 31, 2024 | 580 | Not disclosed | Not disclosed | n/a | $103M | Not disclosed | Not disclosed | $4.0M |
| 2022 to May 31, 2023 | 575 | Not disclosed | Not disclosed | n/a | $90.6M | Not disclosed | Not disclosed | Not disclosed |
- 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
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-06-01source on record
- Total assets changed2024-06-01source 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
+10 connections on the graph
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