Bricklayers & Allied Craftworkers Local No. 5 Pension Plan
Taft-Hartley plan, based in Fairfield, New Jersey, reporting $83.7M in assets, for 1,278 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Bricklayers & Allied Craftworkers Local No. 5 Pension Plan funded ratio 66.9% -> 69.3% (2023-01-01 to 2024-01-01).
1 more adviser, 1 more manager and 12 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
- Goldentree Multi-Sector Fund Offsho3 commitments
- Earnest Partners Smid Cap Core Fund3 commitments
- ABS Allegiance Real Estate3 commitments
- Goldentree Asset Management3 commitments
- Earnest Partners3 commitments
Relationship network
28 connected entities15 observed commitments9 repeat counterparties9 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 1.0%
- Non-interest-bearing cash 2.1%
- Corporate debt instruments (other) 12.0%
- U.S. Government securities 5.1%
- Other investments 17.2%
- Partnership/joint venture interests 19.7%
- Common/collective trusts 41.3%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Dec 31, 2022 Form 5500
- O'Sullivan & Associates Actuarythrough Dec 31, 2022 Form 5500
- Osullivan Associates Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Goldentree Asset Management3 rows, latest Dec 31, 2024
- Earnest Partners3 rows, latest Dec 31, 2024
+1 more manager 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.
- Earnest Partnersplan years
- Goldentree Asset Managementplan years
- ASB Capital Management LLCplan years 2024
+4 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
- Jan 1, 2024Funded status changedBricklayers & Allied Craftworkers Local No. 5 Pension Plan funded ratio 66.9% -> 69.3% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedBricklayers & Allied Craftworkers Local No. 5 Pension Plan funded ratio 63.8% -> 66.9% (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 | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Goldentree Multi-Sector Fund Offshocollective trust | Goldentree Asset Management | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Earnest Partners Smid Cap Core Fundcollective trust | Earnest Partners | Pooled vehicles | $4.4M held | Disclosed holding | askebsa.dol.gov |
+12 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 | 1,278 | Not disclosed | Not disclosed | n/a | $83.7M | $16.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,299 | Not disclosed | Not disclosed | n/a | $80.5M | $15.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,319 | Not disclosed | Not disclosed | n/a | $78.1M | $17.3M | Not disclosed | Not disclosed |
- Intercontinental Real Estate Corp. codes 28 $97,044 PY2024
- Richard J. Cummings CPA codes 10 $75,000 PY2024
- Virginia & Ambinder, LLP codes 29 $53,622 PY2024
+48 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Bricklayers & Allied Craftworkers Local No. 5 Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
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
+12 connections on the graph
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