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
Roofers Local 248 Pension Plan
Taft-Hartley planWestfield, MA
Assets
$4.4M
Total assets, May 31, 2025 reported
Funded
42.4%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees Roofers and Slaters Local 248 Union
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 39.9%
- Registered investment companies 60.1%
Consultants and advisers
1 firms
- The Mckeogh Company Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Net investment income
$-225,682 (2024-05) · $-633,388 (2023-05)
Investment management fees
$32,773 (2024-05) · $35,171 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 222 | n/a | n/a | n/a | $4.4M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 219 | n/a | n/a | n/a | $4.9M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 208 | n/a | n/a | n/a | $5.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Mckeogh Company codes 11 $50,410 PY2024
- Boston Trust Walden Company codes 12 15 $19,273 PY2024
- Lapier, Dillon & Associates, P.C. codes 10 $12,793 PY2024
- First State codes 12 15 $10,029 PY2024
- Kara Adamites codes 14 $7,161 PY2024
- Segal Roitman LLP codes $5,044 PY2024
- The Mckeogh Company codes 11 PY2024
- Mckeogh Company codes 11 $68,168 PY2023
- Kara Adamites codes 14 $27,000 PY2023
- Boston Trust Walden Company codes 12 15 $22,723 PY2023
- Lapier Dillon and Associates PC codes 10 $10,500 PY2023
- First State codes 12 15 $10,050 PY2023
- Segal Roitman LLP codes $6,344 PY2023
- The Mckeogh Company codes 11 PY2023
- Mckeogh Company codes 11 $35,500 PY2022
- Kara Adamites-Brown codes 14 $27,316 PY2022
- Boston Trust Walden Company codes 12 15 $25,071 PY2022
- Segal Roitman LLP codes 29 $11,753 PY2022
- Lapier, Dillon and Associates PC codes 10 $11,540 PY2022
- First State codes 12 15 $10,101 PY2022
- The Mckeogh Company codes 11 PY2022
What changed
2 events
- Jun 1, 2024Funded status changedRoofers Local 248 Pension Plan funded ratio 44.5% -> 42.4% (2023-06-01 to 2024-06-01)
- Jun 1, 2023Assets changedRoofers Local 248 Pension Plan plan assets $6M -> $5M (-11.1%, 2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042316465-001
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.