Asbestos Workers Local 8 Retirement Trust Plan
Taft-Hartley plan, based in Lexington, Kentucky, reporting $18.6M in assets, for 451 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, American Core Realty no longer appears on Asbestos Workers Local 8 Retirement Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more commitments
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- ASB Allegiance Real Estate Fund3 commitments
- American Core Realty Fund3 commitments
- ASB Allegiance3 commitments
- American Core3 commitments
Relationship network
19 connected entities6 observed commitments4 repeat counterpartiescommitments 2023 to 2025
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 0.1%
- Non-interest-bearing cash 2.8%
- Common/collective trusts 6.9%
- Registered investment companies 88.8%
Consultants and advisers
- Mariner (andco) Investment adviser (plan)through May 31, 2023 Form 5500
- Cuni, Rust & Strenk Actuarythrough May 31, 2023 Form 5500
- Fifth Third Bank Custodianthrough May 31, 2023 Form 5500
People
Manager roster
- ASB Allegiance3 rows, latest May 31, 2025
- American Core3 rows, latest May 31, 2025
- ASB Allegianceplan years
- ASB Capital Management LLCplan years 2025
- Mariner (andco)plan years 2024
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceAmerican Core Realty no longer appears on Asbestos Workers Local 8 Retirement Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023)with American Core Realtyaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedASB Capital Management appears on Asbestos Workers Local 8 Retirement Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023)with ASB Capital Management LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changedAsbestos Workers Local 8 Retirement Trust Plan funded ratio 30.2% -> 27.7% (2023-06-01 to 2024-06-01)
- Jun 1, 2023Funded status changedAsbestos Workers Local 8 Retirement Trust Plan funded ratio 32.8% -> 30.2% (2022-06-01 to 2023-06-01)
- Jun 1, 2023Assets changedAsbestos Workers Local 8 Retirement Trust Plan plan assets $26M -> $22M (-15.4%, 2022-06-01 to 2023-06-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ASB Allegiance | Real estate | $505,481 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | American Core Realty Fundcollective trust | American Core | Real estate | $769,364 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | American Core Realty Fundcollective trust | American Core | Real estate | $783,789 held | Disclosed holding | askebsa.dol.gov |
+3 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 May 31, 2025 | 451 | Not disclosed | Not disclosed | n/a | $18.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 451 | Not disclosed | Not disclosed | n/a | $20.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 445 | Not disclosed | Not disclosed | n/a | $21.8M | Not disclosed | Not disclosed | Not disclosed |
- Shumaker Loop & Kendrick LLP codes 29 $45,000 PY2024
- CRS Inc codes 11 $40,050 PY2024
- Mariner codes 27 $31,500 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-06-01source on record
+2 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
+8 connections on the graph
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