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

Roofers Local Union No. 71 Pension Plan

Taft-Hartley planCanfield, OH
Assets
$22.5M
Total assets, Jun 30, 2025 reported
Funded
102.1%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Roofers Local Union No. 71 Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Non-interest-bearing cash 3.3%
  • Registered investment companies 83.5%
  • Real estate (other than employer real property) 10.4%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$22.5M Jun 30, 2025 reported Form 5500
$21.4M (2024-06) · $20.4M (2023-06)
Plan assets
$21.4M Jul 1, 2024 reported Form 5500
$20.4M (2023-07) · $19.7M (2022-07)
Net assets
$22.5M Jun 30, 2025 reported Form 5500
$21.4M (2024-06) · $20.4M (2023-06)
Funded ratio
102.1% Jul 1, 2024 reported Form 5500
98.8% (2023-07) · 97.2% (2022-07)
Participants
217 Jul 1, 2024 reported Form 5500
217 (2023-07) · 216 (2022-07)
Contributions
$618,325 Jun 30, 2025 reported Form 5500
$714,690 (2024-06) · $716,944 (2023-06)
Benefits paid
$1.6M Jun 30, 2025 reported Form 5500
$1.7M (2024-06) · $1.5M (2023-06)
Net investment income
$1.2M Jun 30, 2025 reported Form 5500
$933,694 (2024-06) · $755,599 (2023-06)
Investment management fees
$20,000 Jun 30, 2025 reported Form 5500
$20,000 (2024-06) · $59,692 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025217n/an/an/a$22.5Mn/an/a$2.3M
2023 to Jun 30, 2024217n/an/an/a$21.4Mn/an/a$2.4M
2022 to Jun 30, 2023216n/an/an/a$20.4Mn/an/a$2.7M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship started
    American Realty Adivisors appears on Roofers Local Union No. 71 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with American Realty Advisorsaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Roofers Local Union No. 71 Pension Plan funded ratio 98.8% -> 102.1% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Mariner Institutional LLC appears on Roofers Local Union No. 71 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Mariner Institutional LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Andco Consulting Co no longer appears on Roofers Local Union No. 71 Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Mariner Institutional LLCaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346628427-001
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.