Roofers Local Union No. 71 Pension Plan
Taft-Hartley plan, based in Canfield, Ohio, reporting $22.5M in assets, for 217 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, American Realty Adivisors appears on Roofers Local Union No. 71 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
3 more advisers
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Relationship network
12 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 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
- Mariner Institutional LLC General consultantPension consultantthrough Jun 30, 2024 Form 5500
- American Realty Advisors Custodianthrough Jun 30, 2024 Form 5500
- Acrisure Actuarythrough Jun 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- American Realty Advisorsplan years 2025
What changed
- Dec 31, 2024Manager relationship startedAmerican 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 changedRoofers Local Union No. 71 Pension Plan funded ratio 98.8% -> 102.1% (2023-07-01 to 2024-07-01)
- Dec 31, 2023Consultant changedinferenceMariner 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 changedinferenceAndco 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
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 Jun 30, 2025 | 217 | Not disclosed | Not disclosed | n/a | $22.5M | Not disclosed | Not disclosed | $2.3M |
| 2023 to Jun 30, 2024 | 217 | Not disclosed | Not disclosed | n/a | $21.4M | Not disclosed | Not disclosed | $2.4M |
| 2022 to Jun 30, 2023 | 216 | Not disclosed | Not disclosed | n/a | $20.4M | Not disclosed | Not disclosed | $2.7M |
- Acrisure codes 11 $39,065 PY2024
- Benesys codes 13 15 $26,951 PY2024
- American Realty Adivisors codes 28 51 $26,028 PY2024
+25 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-07-01source on record
- Consultant changed2023-12-31source on record
+1 more change on this record's ledger
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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
+9 connections on the graph
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