Alaska Plumbing and Pipefitting Industry Pension Plan
Taft-Hartley plan, based in Portland, Oregon, reporting $192M in assets, for 1,715 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, 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).
2 more managers and 13 more commitments
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- ASB Allegiance Real Estate Fund3 commitments
- Invesco Balanced-Risk Allocation Tr3 commitments
- Wtc-Cif II Core Bond Plus3 commitments
- Wellington Trust Company, Na4 commitments
- ABS Allegiance Real Estate3 commitments
- Invesco Trust Company3 commitments
Relationship network
37 connected entities16 observed commitments11 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 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
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- US Bank Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Wellington Trust Company, Na4 rows, latest Dec 31, 2024
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Invesco Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Wellingtonplan years
- Wellington Trust Company, Naplan years
- Invesco Trust Companyplan years 2022
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Holding endedinferenceAlaska 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 endedinferenceSEI 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 changedAlaska Plumbing and Pipefitting Industry Pension Plan funded ratio 53.9% -> 51.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAlaska Plumbing and Pipefitting Industry Pension Plan plan assets $236M -> $194M (-17.8%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $23.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Cif II Core Bond Pluscollective trust | Wellington Trust Company, Na | Fixed income | $26.2M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 1,715 | Not disclosed | Not disclosed | n/a | $192M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,722 | Not disclosed | Not disclosed | n/a | $195M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,690 | Not disclosed | Not disclosed | n/a | $194M | Not disclosed | Not disclosed | Not disclosed |
- 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
+60 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Alaska Plumbing and Pipefitting Industry Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
- Funded status changed2023-01-01source 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
+13 connections on the graph
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