Boilermaker-Blacksmith National Pension Trust
Taft-Hartley plan, based in Kansas City, Missouri, reporting $7.5B in assets, for 81,909 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Cedarhurst Associates LLC no longer appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023).
12 more advisers, 7 more managers, 30 more commitments and 3 more dated events
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- Commingled Pension Trust Fund (spec3 commitments
- Prisa3 commitments
- Russell 2000 Alpha Tilts Fund3 commitments
- Prudential Insurance Company of Ame6 commitments
- Jpmorgan Special Situations3 commitments
- Blackrock3 commitments
Relationship network
101 connected entities33 observed commitments22 repeat counterparties12 dated commitments shown here, 2022 to 2024
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 5.1%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (preferred) 1.0%
- U.S. Government securities 3.0%
- Other investments 3.7%
- Other loans 0.2%
- Partnership/joint venture interests 20.8%
- 103-12 investment entities 5.8%
- Common/collective trusts 43.2%
- Pooled separate accounts 7.7%
- Registered investment companies 1.3%
- Common stock 2.8%
- Real estate (other than employer real property) 3.2%
Consultants and advisers
- J.P. Morgan Investment Management Discretionary trusteeInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Lori Jasperson General consultantthrough Dec 31, 2023 Form 5500
- Cedarhurst Associates LLC General consultantthrough Dec 31, 2023 Form 5500
+12 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Insurance Company of Ame6 rows, latest Dec 31, 2024
- Jpmorgan Special Situations3 rows, latest Dec 31, 2024
- Blackrock3 rows, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lazard Asset Management LLCplan years
- Lazard Asset Management LLCplan years
- Kayne Anderson Rudnick Investmentplan years 2022
+18 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Consultant changedinferenceCedarhurst Associates LLC no longer appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Cedarhurst Associates LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceLori Jasperson no longer appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Lori Jaspersonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceAbrdn Inc no longer appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Aberdeen Asset Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedBoilermaker-Blacksmith National Pension Trust funded ratio 79.8% -> 77.5% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceLori Jasperson appears on Boilermaker-Blacksmith National Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Lori Jaspersonaskebsa.dol.gov
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled. A card is taken when the trial starts.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $137M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $162M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 2000 Alpha Tilts Fundcollective trust | Blackrock | Pooled vehicles | $151M held | Disclosed holding | askebsa.dol.gov |
+30 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 Dec 31, 2024 | 81,909 | Not disclosed | Not disclosed | n/a | $7.5B | $1.6B | Not disclosed | $241M |
| 2023 to Dec 31, 2023 | 83,190 | Not disclosed | Not disclosed | n/a | $7.8B | $1.9B | Not disclosed | $275M |
| 2022 to Dec 31, 2022 | 84,209 | Not disclosed | Not disclosed | n/a | $7.5B | $1.1B | Not disclosed | $262M |
- Wilson-Mcshane Corporation codes 14 50 $5.3M PY2024
- Prudential Insurance Co codes 28 51 99 $3.4M PY2024
- H.I.G Capital, LLC codes 28 51 $3.3M PY2024
+190 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Boilermaker-Blacksmith National Pension Trust sits on 41 traced paths of capital across the graphs.
DFX traced 41 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
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
+5 more changes 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
+40 connections on the graph
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