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
Plumbers & Steamfitters Pension Fund Local Union 373
Taft-Hartley planMountainville, NY
Assets
$79.9M
Total assets, Dec 31, 2024 reported
Funded
95.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Local Union 373 U.A. Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.6%
- Non-interest-bearing cash 1.1%
- Corporate debt instruments (other) 16.5%
- U.S. Government securities 17.5%
- Other loans 0.0%
- Registered investment companies 27.5%
- Common stock 25.4%
- Real estate (other than employer real property) 7.2%
Consultants and advisers
4 firms
- Summit Actuarial Services General consultantthrough Dec 31, 2022 Form 5500
- Bolton Partners, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Bolton Partners Northeast, Inc. Actuarythrough Dec 31, 2022 Form 5500
- Willmington Trust Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- The Boston Companyplan years 2022
- Merrill Lynchplan years 2022
- Lord, Abbett & Co LLCplan years 2022
- Global Trust Companyplan years 2022
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
30 readings
Investment management fees
$240,477 (2023-12) · $287,669 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 632 | n/a | n/a | n/a | $79.9M | n/a | n/a | $5.8M |
| 2023 to Dec 31, 2023 | 618 | n/a | n/a | n/a | $68.2M | n/a | n/a | $5.8M |
| 2022 to Dec 31, 2022 | 617 | n/a | n/a | n/a | $57.6M | n/a | n/a | $5.3M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Boston Partners codes 28 51 $121,917 PY2024
- Lord Abbett & Co codes 28 51 $77,183 PY2024
- Willmington Trust codes 19 51 $74,017 PY2024
- Bolton Partners Northeast Inc. codes 11 51 $43,500 PY2024
- Global Trust Company codes 28 51 $39,738 PY2024
- Mspc Certified Public Accountants & codes 10 50 $31,100 PY2024
- Merrill Lynch codes 28 51 $24,500 PY2024
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $17,110 PY2024
- Summit Actuarial Service LLC codes 16 50 $15,750 PY2024
- Bolton Partners, Inc. codes 11 PY2024
- Boston Partners codes 28 51 $112,868 PY2023
- Lord Abbet & Co codes 28 51 $63,372 PY2023
- Willmington Trust codes 19 51 $56,249 PY2023
- Bolton Partners Northeast Inc. codes 11 51 $39,900 PY2023
- Global Trust Company codes 28 51 $39,737 PY2023
- Mspc Certified Public Accountants & codes 10 50 $31,100 PY2023
- Merrill Lynch codes 28 51 $24,500 PY2023
- Summit Actuarial Service LLC codes 16 50 $19,800 PY2023
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $16,980 PY2023
- Bolton Partners Northeast, Inc. codes 11 PY2023
- Boston Partners codes 28 51 $111,846 PY2022
- Lord Abbet & Co codes 28 51 $63,701 PY2022
- Willmington Trust codes 19 51 $48,153 PY2022
- Global Trust Company codes 28 51 $39,469 PY2022
- Bolton Partners Northeast Inc. codes 11 51 $38,000 PY2022
- Mspc Certified Public Accountants & codes 10 50 $33,200 PY2022
- Merrill Lynch codes 28 51 $24,500 PY2022
- Summit Actuarial Service LLC codes 16 50 $19,800 PY2022
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $16,980 PY2022
- Bolton Partners Northeast, Inc. codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedPlumbers & Steamfitters Pension Fund Local Union 373 total assets $68M -> $80M (+17.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedPlumbers & Steamfitters Pension Fund Local Union 373 funded ratio 89.1% -> 95.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedPlumbers & Steamfitters Pension Fund Local Union 373 plan assets $54M -> $65M (+18.8%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedPlumbers & Steamfitters Pension Fund Local Union 373 total assets $58M -> $68M (+18.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedPlumbers & Steamfitters Pension Fund Local Union 373 funded ratio 86.4% -> 89.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedPlumbers & Steamfitters Pension Fund Local Union 373 plan assets $66M -> $54M (-17.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131758289-001
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.