Insulators Local No. 2 Pension Plan
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $206M in assets, for 993 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mariner Institutuional LLC appears on Insulators Local No. 2 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
3 more advisers, 4 more managers, 17 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- LS Core Plus Full Discretion Trust3 commitments
- Employee Real Estate Con Tr Fd II3 commitments
- Prisa3 commitments
- Loomis Sayles3 commitments
- Ameriserve3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
42 connected entities20 observed commitments14 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 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
- Mariner Institutuional LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Mariner (andco) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2024 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
- Loomis Sayles3 rows, latest Dec 31, 2024
- Ameriserve3 rows, latest Dec 31, 2024
- Prudential Insurance Company of Ame3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Polaris Capital Management LLCplan years
- Comerica Bankplan years
- Gridiron Partners, LLCplan years 2024
+13 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, 2024Consultant changedinferenceMariner 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 startedGridiron 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 changedinferenceAndco 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 startedInsulators Local No. 2 Pension Plan first reports an interest in Polaris Capital Intl Value Collecti: $10M at 2023-12-31with Polaris Capital Intl Value Collectiaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBoyd 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
+3 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Polaris Capital Intl Value Collecticollective trust | Polaris Capital Management LLC | Pooled vehicles | $10.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | LS Core Plus Full Discretion Trustcollective trust | Loomis Sayles | Fixed income | $11.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Employee Real Estate Con Tr Fd IIcollective trust | Ameriserve | Real estate | $3.3M held | Disclosed holding | askebsa.dol.gov |
+17 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 | 993 | Not disclosed | Not disclosed | n/a | $206M | $13.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,018 | Not disclosed | Not disclosed | n/a | $198M | $13.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,009 | Not disclosed | Not disclosed | n/a | $188M | $12.9M | Not disclosed | Not disclosed |
- Systematic Financial Mgmt, L.P. codes 28 51 68 $160,805 PY2024
- Foundry Partners codes 28 51 $115,369 PY2024
- Ullico Investment Advisors, Inc. codes 28 52 $100,985 PY2024
+78 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
Insulators Local No. 2 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
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source 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
+23 connections on the graph
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