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

Laborers' Pension Fund of Local Union No. 186

Taft-Hartley planWallingford, CT
Assets
$46.2M
Total assets, Dec 31, 2024 reported
Funded
2.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees, Laborers' Pension Fund of Local Union No. 186
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 4.2%
  • Corporate debt instruments (other) 37.6%
  • Corporate debt instruments (preferred) 14.0%
  • U.S. Government securities 8.2%
  • Registered investment companies 34.6%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
28 readings
Total assets
$46.2M Dec 31, 2024 reported Form 5500
$45.9M (2023-12) · $45.7M (2022-12)
Plan assets
$830,154 Jan 1, 2024 reported Form 5500
$420,077 (2023-01)
Net assets
$46.0M Dec 31, 2024 reported Form 5500
$45.8M (2023-12) · $45.2M (2022-12)
Funded ratio
2.9% Jan 1, 2024 reported Form 5500
1.5% (2023-01)
Participants
359 Jan 1, 2024 reported Form 5500
341 (2023-01) · 363 (2022-01)
Contributions
$67,087 Dec 31, 2024 reported Form 5500
$324,799 (2023-12) · $299,095 (2022-12)
Benefits paid
$2.2M Dec 31, 2024 reported Form 5500
$2.2M (2023-12) · $3.0M (2022-12)
Net investment income
$262,522 Dec 31, 2024 reported Form 5500
$563,905 (2023-12) · $45.3M (2022-12)
Investment management fees
$89,971 Dec 31, 2024 reported Form 5500
$79,315 (2023-12) · $1,630 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024359n/an/an/a$46.2Mn/an/an/a
2023 to Dec 31, 2023341n/an/an/a$45.9Mn/an/an/a
2022 to Dec 31, 2022363n/an/an/a$45.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Assets changed
    Laborers' Pension Fund of Local Union No. 186 plan assets $420,077 -> $830,154 (+97.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Morgan Stanley Smith Barney LLC appears on Laborers' Pension Fund of Local Union No. 186's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Insight Investment appears on Laborers' Pension Fund of Local Union No. 186's Schedule C as investment manager (plan year 2023 vs 2022)
    with Insight North America LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 146048883-001
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.