Plumbers & Pipefitters Local 162 Pension Fund
Taft-Hartley plan, based in Dayton, Ohio, reporting $98.3M in assets, for 1,550 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Plumbers & Pipefitters Local 162 Pension Fund total assets $80M -> $98M (+22.3%, 2023-12-31 to 2024-12-31).
3 more managers, 19 more commitments and 2 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- NIS High Yield Fund, LLC3 commitments
- Afl-Cio Building Investment Trust3 commitments
- U.S. Core Partners Collective Inves3 commitments
- National Investment Services6 commitments
- Great Gray Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
31 connected entities22 observed commitments12 repeat counterparties15 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
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 2.5%
- Partnership/joint venture interests 5.8%
- Common/collective trusts 19.7%
- Registered investment companies 69.2%
Consultants and advisers
- National Investment Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- United Actuarial Services, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- National Investment Services6 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- National Investment Servicesplan years
- Washington Capital Management, Inc.plan years 2022
What changed
- Dec 31, 2024Assets changedPlumbers & Pipefitters Local 162 Pension Fund total assets $80M -> $98M (+22.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPlumbers & Pipefitters Local 162 Pension Fund funded ratio 76.3% -> 80.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPlumbers & Pipefitters Local 162 Pension Fund plan assets $71M -> $80M (+12.6%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferencePlumbers & Pipefitters Local 162 Pension Fund no longer reports Multi-Employer Property Trust (NEW Tower Trust Company) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)with NEW Tower Trust Companyaskebsa.dol.gov
- Dec 31, 2023Assets changedPlumbers & Pipefitters Local 162 Pension Fund total assets $71M -> $80M (+12.7%, 2022-12-31 to 2023-12-31)
+2 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 | NIS High Yield Fund, LLCcollective trust | National Investment Services | Fixed income | $433,167 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $637,752 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Co. | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov |
+19 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 | 1,550 | Not disclosed | Not disclosed | n/a | $98.3M | $5.7M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,111 | Not disclosed | Not disclosed | n/a | $80.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,357 | Not disclosed | Not disclosed | n/a | $71.3M | Not disclosed | Not disclosed | Not disclosed |
- Strategic Capital Investment Adviso codes 29 $130,732 PY2024
- Healthscope Benefits codes 13 $72,459 PY2024
- United Actuarial codes 11 $47,500 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers & Pipefitters Local 162 Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Total assets changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+4 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
+5 connections on the graph
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