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

Insulators Local No. 53 Pension

Taft-Hartley planKenner, LA

Assets

$49.3M

Total assets, Dec 31, 2024 reported

Funded

95.2%

Jan 1, 2024

Private markets target

n/a

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: Insulators Local No. 53 Pension Fund

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 1.2%
Common/collective trusts 22.9%
Registered investment companies 73.9%
Real estate (other than employer real property) 1.5%

Consultants and advisers

4 firms

Horizon Acruarial Services, LLC Actuarythrough Dec 31, 2024 Form 5500
Horizon Actuarial Service, LLC Actuarythrough Dec 31, 2023 Form 5500
Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
SEI Investment Management Co Custodianthrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

SEI Global Private Assets V Fund3 rows, latest Dec 31, 2024
SEI Core Property Collective Fund3 rows, latest Dec 31, 2024
SEI Global Private Assets VI Fund2 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

SEI Investments Companyplan years 2022

Commitments

15 rows, 0 dated closings

Disclosed holdings (from the plan’s performance or holdings report, as of the report date)

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	SEI Gpa IV Cit Private Equity Fundcollective trust	SEI Trust Company	Private equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Global Private Assets V Citcollective trust	SEI Global Private Assets V Fund	Pooled vehicles	$1.5M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Core Property Collective Inv Trcollective trust	SEI Core Property Collective Fund	Real estate	$3.7M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Global Private Assets VII, Citcollective trust	SEI Trust Company	Pooled vehicles	$125,724 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Special Situations Collectivecollective trust	SEI Trust Company	Private credit	$3.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	SEI Global Private Assets VI Citcollective trust	SEI Global Private Assets VI Fund	Pooled vehicles	$621,545 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Global Private Assets VI Citcollective trust	SEI Global Private Assets VI Fund	Pooled vehicles	$214,385 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Special Situations Collectivecollective trust	SEI Trust Company	Private credit	$2.6M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Core Property Collective Inv Trcollective trust	SEI Core Property Collective Fund	Real estate	$3.9M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Global Private Assets V Citcollective trust	SEI Global Private Assets V Fund	Pooled vehicles	$1.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	SEI Gpa IV Cit Private Equity Fundcollective trust	SEI Trust Company	Private equity	$2.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Gpa IV Cit Private Equity Fundcollective trust	SEI Trust Company	Private equity	$2.4M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Global Private Assets V Citcollective trust	SEI Global Private Assets V Fund	Pooled vehicles	$838,902 held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Core Property Collective Inv Trcollective trust	SEI Core Property Collective Fund	Real estate	$4.3M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	SEI Special Situations Collectivecollective trust	SEI Trust Company	Private credit	$2.4M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$49.3M Dec 31, 2024 reported Form 5500

$48.4M (2023-12) · $47.1M (2022-12)

Plan assets

$48.4M Jan 1, 2024 reported Form 5500

$47.1M (2023-01) · $54.8M (2022-01)

Net assets

$49.3M Dec 31, 2024 reported Form 5500

$48.4M (2023-12) · $47.1M (2022-12)

Funded ratio

95.2% Jan 1, 2024 reported Form 5500

94.5% (2023-01) · 92.9% (2022-01)

Participants

737 Jan 1, 2024 reported Form 5500

818 (2023-01) · 826 (2022-01)

Contributions

$1.4M Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $2.4M (2022-12)

Benefits paid

$4.2M Dec 31, 2024 reported Form 5500

$4.3M (2023-12) · $4.2M (2022-12)

Net investment income

$916,698 Dec 31, 2024 reported Form 5500

$1.3M (2023-12) · $-7.7M (2022-12)

Investment management fees

$282,717 Dec 31, 2024 reported Form 5500

$278,336 (2023-12) · $292,608 (2022-12)

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 Dec 31, 2024	737	n/a	n/a	n/a	$49.3M	n/a	n/a	$750,000
2023 to Dec 31, 2023	818	n/a	n/a	n/a	$48.4M	n/a	n/a	$750,000
2022 to Dec 31, 2022	826	n/a	n/a	n/a	$47.1M	n/a	n/a	$750,000

Service providers and investment entities as filed (Schedule C and D, latest year first)

SEI Investment Management Corp codes 19 21 25 $269,835 PY2024
Horizon Actuarial Services LLC codes 11 17 $59,413 PY2024
Ryan Bordelon codes 30 $51,409 PY2024
TED Soileau CPA LLC codes 10 $27,127 PY2024
Robein, Urann, Spencer & Gongemi codes 29 $17,833 PY2024
SEI Private Trust Company codes 28 $12,882 PY2024
SEI Global Private Assets V Cit Sched. D C $1.5M PY2024
SEI Global Private Assets VII, Cit Sched. D C $125,724 PY2024
SEI Gpa IV Cit Private Equity Fund Sched. D C $2.3M PY2024
SEI Core Property Collective Inv Tr Sched. D C $3.7M PY2024
SEI Special Situations Collective Sched. D C $3.1M PY2024
SEI Global Private Assets VI Cit Sched. D C $621,545 PY2024
Horizon Acruarial Services, LLC codes 11 PY2024
SEI Investment Management Corp codes 19 21 25 $265,609 PY2023
Horizon Actuarial Services LLC codes 11 17 $68,847 PY2023
Ryan Bordelon codes 30 $49,532 PY2023
TED Soileau CPA LLC codes 10 $26,510 PY2023
Robein, Urann, Spencer & Congemi codes 29 $17,905 PY2023
SEI Private Trust Company codes 28 $12,727 PY2023
SEI Global Private Assets VI Cit Sched. D C $214,385 PY2023
SEI Special Situations Collective Sched. D C $2.6M PY2023
SEI Core Property Collective Inv Tr Sched. D C $3.9M PY2023
SEI Global Private Assets V Cit Sched. D C $1.1M PY2023
SEI Gpa IV Cit Private Equity Fund Sched. D C $2.3M PY2023
Horizon Actuarial Service, LLC codes 11 PY2023
SEI Investment Management Corp codes 19 21 25 $278,570 PY2022
Horizon Actuarial Services LLC codes 11 17 $84,770 PY2022
Robien, Urrann, Spencer & Congemi codes 29 $71,866 PY2022
Ryan Bordelon codes 30 $48,412 PY2022
TED Soileau, CPA, LLC codes 10 $24,050 PY2022
SEI Private Trust Company codes 28 $14,038 PY2022
SEI Gpa IV Cit Private Equity Fund Sched. D C $2.4M PY2022
SEI Global Private Assets V Cit Sched. D C $838,902 PY2022
SEI Core Property Collective Inv Tr Sched. D C $4.3M PY2022
SEI Special Situations Collective Sched. D C $2.4M PY2022
Horizon Actuarial Services, LLC codes 11 PY2022

What changed

3 events

Dec 31, 2024Holding started
Insulators Local No. 53 Pension first reports an interest in SEI Global Private Assets VII, Cit: $125,724 at 2024-12-31
with SEI Glbl Prvt Assets VII Col Inv Traskebsa.dol.gov
Dec 31, 2023Holding started
Insulators Local No. 53 Pension first reports an interest in SEI Global Private Assets VI Cit (SEI Global Private Assets VI Fund): $214,385 at 2023-12-31
with SEI Global Private Assets VI Fundaskebsa.dol.gov
Jan 1, 2023Assets changed
Insulators Local No. 53 Pension plan assets $55M -> $47M (-14.1%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Provenance

Identifiers: EIN-PN 720542804-001

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.