Plumbing and Pipefitting Industry Local 219 Pension Plan
Taft-Hartley plan, based in Canfield, Ohio, reporting $47.4M in assets, for 657 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 May 2024, Plumbing and Pipefitting Industry Local 219 Pension Plan funded ratio 61.8% -> 64.3% (2023-05-01 to 2024-05-01).
9 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- NIS Total Absolute Return Qp Fund3 commitments
- NIS Core Fixed Income Qp Fund, LLC3 commitments
- NIS High Yield Qp Fund, LLC3 commitments
- National Investment Services9 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
24 connected entities12 observed commitments6 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 3.4%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (other) 0.0%
- Other investments 0.0%
- Common/collective trusts 16.9%
- Registered investment companies 77.9%
Consultants and advisers
- National Invesment Services General consultantthrough Apr 30, 2023 Form 5500
- Cuni, Rust & Strenk Actuarythrough Apr 30, 2023 Form 5500
People
Manager roster
- National Investment Services9 rows, latest Apr 30, 2025
- Washington Capital Management, Inc.3 rows, latest Apr 30, 2025
- National Investment Servicesplan years
- Strategic Capital Investmentplan years 2024
- American Core Realty Fund, LLCplan years 2023
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- May 1, 2024Funded status changedPlumbing and Pipefitting Industry Local 219 Pension Plan funded ratio 61.8% -> 64.3% (2023-05-01 to 2024-05-01)
- May 1, 2023Funded status changedPlumbing and Pipefitting Industry Local 219 Pension Plan funded ratio 59.8% -> 61.8% (2022-05-01 to 2023-05-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Services | Hedge / diversifiers | $432,132 held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS Core Fixed Income Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $223,875 held | Disclosed holding | askebsa.dol.gov |
+9 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 Apr 30, 2025 | 657 | Not disclosed | Not disclosed | n/a | $47.4M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 638 | Not disclosed | Not disclosed | n/a | $44.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 643 | Not disclosed | Not disclosed | n/a | $41.0M | Not disclosed | Not disclosed | Not disclosed |
- Strategic Capital Investment codes 51 $64,667 PY2024
- Benesys codes 13 50 $58,982 PY2024
- Cuni, Rust and Strenk codes 11 50 $54,350 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbing and Pipefitting Industry Local 219 Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-05-01source on record
- Funded status changed2023-05-01source on record
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
+10 connections on the graph
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