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

BAC Local No. 1 Washington Pension Trust

Taft-Hartley planSeattle, WA
Assets
$163M
Total assets, Dec 31, 2024 reported
Funded
101.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
18
none on the tape
Plan sponsor: BAC Local No. 1 Washington Pension Trust
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Corporate debt instruments (other) 9.2%
  • U.S. Government securities 4.7%
  • Other investments 5.1%
  • Partnership/joint venture interests 32.7%
  • 103-12 investment entities 21.5%
  • Common/collective trusts 14.7%
  • Common stock 9.6%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$16.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024International Equity Fund103 12 ieRBC Global Asset Managemetn IncPublic equity$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Small Midcap Core Trucollective trustLoomis SaylesPooled vehicles$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Trowel Trades Large Cap Equity Indecollective trustComerica Bank & Trust, National AssocPublic equity$5.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Trowel Trades Large Cap Equity Indecollective trustComerica Bank Trust, National AssociationPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Small Midcap Core Trucollective trustLoomis SaylesPooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023International Equity Fund103 12 ieRBC Global Asset Management (U.S.) Inc.Public equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$18.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Trowel Trades Large Cap Equity Indecollective trustComerica Bank Trust, National AssociationPublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Small Midcap Core Trucollective trustLoomis SaylesPooled vehicles$12.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022International Equity Fund103 12 ieRBC Global Asset Management (U.S.) Inc.Public equity$12.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wacap Sp Infrastructure Fund IV Fee103 12 ieWcap - Sp Infrastructure Fund IV FInfrastructure$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$163M Dec 31, 2024 reported Form 5500
$151M (2023-12) · $139M (2022-12)
Plan assets
$151M Jan 1, 2024 reported Form 5500
$139M (2023-01) · $151M (2022-01)
Net assets
$163M Dec 31, 2024 reported Form 5500
$151M (2023-12) · $139M (2022-12)
Funded ratio
101.4% Jan 1, 2024 reported Form 5500
97.2% (2023-01) · 95.8% (2022-01)
Participants
1,818 Jan 1, 2024 reported Form 5500
1,723 (2023-01) · 1,703 (2022-01)
Contributions
$7.2M Dec 31, 2024 reported Form 5500
$8.1M (2023-12) · $6.4M (2022-12)
Benefits paid
$8.0M Dec 31, 2024 reported Form 5500
$7.3M (2023-12) · $6.9M (2022-12)
Net investment income
$11.5M Dec 31, 2024 reported Form 5500
$12.4M (2023-12) · $-12.3M (2022-12)
Investment management fees
$879,529 Dec 31, 2024 reported Form 5500
$776,948 (2023-12) · $868,090 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,818n/an/an/a$163M$53.3Mn/an/a
2023 to Dec 31, 20231,723n/an/an/a$151M$45.9Mn/an/a
2022 to Dec 31, 20221,703n/an/an/a$139Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2024Manager relationship endedinference
    Fred Alger Management Inc. no longer appears on BAC Local No. 1 Washington Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fred Alger Management, Inc.askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    BAC Local No. 1 Washington Pension Trust funded ratio 97.2% -> 101.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Propel Insurance appears on BAC Local No. 1 Washington Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)
    with Propel Insuranceaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916091466-001
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.