Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust
Taft-Hartley plan, based in Peoria, Illinois, reporting $16.6M in assets, for 261 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 May 2024, Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust funded ratio 69.7% -> 67.0% (2023-05-01 to 2024-05-01).
Relationship network
11 connected entities
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.
- 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 0.4%
- Non-interest-bearing cash 2.2%
- U.S. Government securities 0.0%
- Registered investment companies 97.4%
Consultants and advisers
- Morgan Stanley Investment adviser (plan)through Apr 30, 2024 Form 5500
- The Segal Group, Inc. Actuarythrough Apr 30, 2023 Form 5500
- Segal Actuarythrough Apr 30, 2023 Form 5500
People
Manager roster
What changed
- May 1, 2024Funded status changedPeoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust funded ratio 69.7% -> 67.0% (2023-05-01 to 2024-05-01)
- Dec 31, 2023Consultant changedinferenceMorgan Stanley appears on Peoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanleyaskebsa.dol.gov
- May 1, 2023Funded status changedPeoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust funded ratio 77.6% -> 69.7% (2022-05-01 to 2023-05-01)
- May 1, 2023Assets changedPeoria Chapter of Bricklayers Local No. 6 Pension Plan and Trust plan assets $21M -> $17M (-19.9%, 2022-05-01 to 2023-05-01)
Commitments
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 Apr 30, 2025 | 261 | Not disclosed | Not disclosed | n/a | $16.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 248 | Not disclosed | Not disclosed | n/a | $16.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 252 | Not disclosed | Not disclosed | n/a | $16.8M | Not disclosed | Not disclosed | Not disclosed |
- The Segal Group, Inc. codes 11 50 $91,870 PY2024
- TIC Midwest, LLC codes 13 50 $74,520 PY2024
- Cliftonlarsonallen, LLP codes 10 50 $55,748 PY2024
+20 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Funded status changed2024-05-01source on record
- Consultant changed2023-12-31source on record
- Funded status changed2023-05-01source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.