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

Alaska Plumbing and Pipefitting Industry Pension Plan

Taft-Hartley planPortland, OR
Assets
$192M
Total assets, Dec 31, 2024 reported
Funded
50.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
none on the tape
Plan sponsor: Board of Trustees, Alaska Plumbing & Pipefitting Industry Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 2.4%
  • 103-12 investment entities 14.8%
  • Common/collective trusts 27.2%
  • Registered investment companies 54.8%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wtc-Cif II Core Bond Pluscollective trustWellington FdFixed income$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$23.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Wtc-Cif II Core Bond Pluscollective trustWellington FdFixed income$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$12.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$22.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$25.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$15.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$13.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022CTF Durable Companiescollective trustWellington Trust CompanyPooled vehicles$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wtc-Cif II Core Bond Pluscollective trustWellington FdFixed income$23.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$192M Dec 31, 2024 reported Form 5500
$195M (2023-12) · $194M (2022-12)
Plan assets
$194M Jan 1, 2024 reported Form 5500
$194M (2023-01) · $236M (2022-01)
Net assets
$192M Dec 31, 2024 reported Form 5500
$194M (2023-12) · $194M (2022-12)
Funded ratio
50.3% Jan 1, 2024 reported Form 5500
51.6% (2023-01) · 53.9% (2022-01)
Participants
1,715 Jan 1, 2024 reported Form 5500
1,722 (2023-01) · 1,690 (2022-01)
Contributions
$13.7M Dec 31, 2024 reported Form 5500
$11.2M (2023-12) · $10.5M (2022-12)
Benefits paid
$27.8M Dec 31, 2024 reported Form 5500
$27.9M (2023-12) · $27.7M (2022-12)
Net investment income
$-2.2M Dec 31, 2024 reported Form 5500
$59,823 (2023-12) · $-42.0M (2022-12)
Investment management fees
$425,954 Dec 31, 2024 reported Form 5500
$442,137 (2023-12) · $689,221 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,715n/an/an/a$192Mn/an/an/a
2023 to Dec 31, 20231,722n/an/an/a$195Mn/an/an/a
2022 to Dec 31, 20221,690n/an/an/a$194Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Tucker Arensberg, P.C. codes 29 50 $271,198 PY2024
  • Milliman, Inc. codes 11 50 $231,871 PY2024
  • Benesys, Inc. codes 12 13 50 $229,135 PY2024
  • Washington Capital Management, Inc. codes 28 51 $125,094 PY2024
  • Invesco Trust Company codes 28 51 68 $86,436 PY2024
  • Wellington Trust Company codes 28 51 68 $76,352 PY2024
  • Verus codes 27 50 $65,000 PY2024
  • U.S. Bank codes 19 50 $54,798 PY2024
  • Panagora Asset Management, Inc. codes 28 50 68 $41,621 PY2024
  • Withum Smith+brown,pc codes 10 50 $40,211 PY2024
  • ASB Capital Management LLC codes 28 51 $31,451 PY2024
  • Barlow & Coughran, P.S. codes 29 50 $26,496 PY2024
  • Cliftonlarsonallen LLP codes 10 50 $21,105 PY2024
  • Wpas, Inc. codes 10 12 13 50 $15,843 PY2024
  • Smart Source LLC codes 36 50 $9,393 PY2024
  • Wtc-Cif Core Bond Plus Portfolio Sched. D C $26.2M PY2024
  • ASB Allegiance Real Estate Fund Sched. D C $3.1M PY2024
  • Panagora Group Trust Risk Parity Sched. D E $15.9M PY2024
  • WA Capital Joint Master Trust Sched. D E $12.7M PY2024
  • Invesco Balanced Risk Allocation Sched. D C $23.1M PY2024
  • Milliman, Inc. codes 11 PY2024
  • Tucker Arensberg, PC codes 29 50 $255,153 PY2023
  • Wpas, Inc. codes 10 12 13 50 $186,916 PY2023
  • Milliman, Inc. codes 11 50 $173,018 PY2023
  • Washington Capital Management, Inc. codes 28 51 $131,276 PY2023
  • Invesco Trust Company codes 28 51 68 $93,140 PY2023
  • Wellington Trust Company codes 28 51 68 $66,480 PY2023
  • Verus codes 27 50 $60,000 PY2023
  • Panagora Asset Management, Inc. codes 28 50 68 $51,476 PY2023
  • U.S. Bank codes 19 50 $39,896 PY2023
  • ASB Capital Management LLC codes 28 51 $39,765 PY2023
  • Cliftonlarsonallen LLP codes 10 50 $33,496 PY2023
  • Barlow Coughran Morales & Josephson codes 29 50 $23,498 PY2023
  • Withum Smith+brown, PC codes 10 50 $11,375 PY2023
  • Wtc-Cif Core Bond Plus Portfolio Sched. D C $25.5M PY2023
  • Panagora Group Trust Risk Parity Sched. D E $15.0M PY2023
  • Invesco Balanced Risk Allocation Sched. D C $22.0M PY2023
  • Wtc-Ctf Durable Companies Portfolio Sched. D C PY2023
  • WA Capital Joint Master Trust Sched. D E $12.7M PY2023
  • ASB Allegiance Real Estate Fund Sched. D C $3.6M PY2023
  • Milliman, Inc. codes 11 PY2023
  • Wellington Trust Company codes 28 51 68 $230,925 PY2022
  • Wpas, Inc. codes 10 12 13 50 $186,319 PY2022
  • Tucker Arensberg, PC codes 29 50 $180,995 PY2022
  • Washington Capital Management, Inc. codes 28 51 $133,263 PY2022
  • Milliman, Inc. codes 11 50 $109,069 PY2022
  • Invesco Trust Company codes 28 51 68 $104,555 PY2022
  • Verus codes 27 50 $60,000 PY2022
  • Panagora Asset Management, Inc. codes 28 50 68 $53,548 PY2022
  • ASB Capital Management LLC codes 28 51 $46,286 PY2022
  • U.S. Bank codes 19 50 $39,142 PY2022
  • Barlow Coughran Morales & Josephson codes 29 50 $24,258 PY2022
  • Cliftonlarsonallen LLP codes 10 50 $22,201 PY2022
  • SEI Trust Company codes 28 50 51 $21,502 PY2022
  • Wtc-Cif II Core Bond Plus/hy Fund Sched. D C PY2022
  • Panagora Group Trust Risk Parity Sched. D E $15.0M PY2022
  • WA Capital Joint Master Trust Sched. D E $13.4M PY2022
  • Wtc-Ctf Durable Companies Portfolio Sched. D C $27.1M PY2022
  • American Cent Non-Us Growth Equity Sched. D C PY2022
  • Wtc-Cif Core Bond Plus Portfolio Sched. D C $23.7M PY2022
  • Invesco Balanced Risk Allocation Sched. D C $25.2M PY2022
  • ASB Allegiance Real Estate Fund Sched. D C $4.6M PY2022
  • Milliman, Inc. codes 11 PY2022
What changed
4 events
  • Dec 31, 2023Holding endedinference
    Alaska Plumbing and Pipefitting Industry Pension Plan no longer reports CTF Durable Companies (last held $27M at 2022-12-31; absent from the 2023-12-31 filing)
    with CTF Durable Companiesaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    SEI Trust Company no longer appears on Alaska Plumbing and Pipefitting Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Seiaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Alaska Plumbing and Pipefitting Industry Pension Plan funded ratio 53.9% -> 51.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Alaska Plumbing and Pipefitting Industry Pension Plan plan assets $236M -> $194M (-17.8%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 526103810-001
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.