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

Insulators Local No. 2 Pension Plan

Taft-Hartley planPittsburgh, PA
Assets
$206M
Total assets, Dec 31, 2024 reported
Funded
104.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
20
1 managers on Schedule C
Plan sponsor: Board of Trustees Insulators Local No. 2 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 0.2%
  • Corporate debt instruments (other) 2.4%
  • U.S. Government securities 4.3%
  • Other investments 3.3%
  • Partnership/joint venture interests 6.7%
  • 103-12 investment entities 3.2%
  • Common/collective trusts 31.2%
  • Pooled separate accounts 3.5%
  • Registered investment companies 12.6%
  • Common stock 29.7%
Consultants and advisers
6 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
20 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Comerica Medium Cap Index Fundcollective trustComericaPooled vehicles$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$6.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Polaris Capital Intl Value Collecticollective trustGlobal Trust CompanyPooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Comerica Medium Cap Index Fundcollective trustComericaPooled vehicles$30.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Polaris Capital Intl Value Collecticollective trustGlobal Trust CompanyPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Comerica Medium Cap Index Fundcollective trustComericaPooled vehicles$27.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$5.4M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$206M Dec 31, 2024 reported Form 5500
$198M (2023-12) · $188M (2022-12)
Plan assets
$187M Jan 1, 2024 reported Form 5500
$178M (2023-01) · $202M (2022-01)
Net assets
$206M Dec 31, 2024 reported Form 5500
$198M (2023-12) · $188M (2022-12)
Funded ratio
104.9% Jan 1, 2024 reported Form 5500
103.6% (2023-01) · 100.4% (2022-01)
Participants
993 Jan 1, 2024 reported Form 5500
1,018 (2023-01) · 1,009 (2022-01)
Contributions
$7.4M Dec 31, 2024 reported Form 5500
$8.0M (2023-12) · $10.4M (2022-12)
Benefits paid
$14.7M Dec 31, 2024 reported Form 5500
$14.3M (2023-12) · $14.6M (2022-12)
Net investment income
$7.4M Dec 31, 2024 reported Form 5500
$10.2M (2023-12) · $-24.0M (2022-12)
Investment management fees
$1.0M Dec 31, 2024 reported Form 5500
$1.0M (2023-12) · $974,012 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024993n/an/an/a$206M$13.8Mn/an/a
2023 to Dec 31, 20231,018n/an/an/a$198M$13.4Mn/an/a
2022 to Dec 31, 20221,009n/an/an/a$188M$12.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Consultant changedinference
    Mariner Institutuional LLC appears on Insulators Local No. 2 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner Institutuional LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Gridiron Partners, LLC appears on Insulators Local No. 2 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Gridiron Partners, LLCaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Andco Consulting, LLC no longer appears on Insulators Local No. 2 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner (andco)askebsa.dol.gov
  • Dec 31, 2023Holding started
    Insulators Local No. 2 Pension Plan first reports an interest in Polaris Capital Intl Value Collecti: $10M at 2023-12-31
    with Polaris Capital Intl Value Collectiaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Boyd Waterson Asset Management, LLC appears on Insulators Local No. 2 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Boyd Waterson Asset Management, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Summit Global Investments no longer appears on Insulators Local No. 2 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Summit Global Investmentsaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Insulators Local No. 2 Pension Plan funded ratio 100.4% -> 103.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Insulators Local No. 2 Pension Plan plan assets $202M -> $178M (-11.9%, 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 236030054-001
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.