Idaho Plumbers and Pipefitters Pension Plan
Taft-Hartley plan, based in Portland, Oregon, reporting $189M in assets, for 2,512 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Idaho Plumbers and Pipefitters Pension Plan no longer reports Allspring St Investment Fund S1 (last held $174,363 at 2024-05-31; absent from the 2025-05-31 filing).
1 more adviser, 1 more manager, 8 more commitments and 5 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.
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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
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Allspring St Investment Fund S12 commitments
- ABS Allegiance Real Estate3 commitments
- Ullico Investment Advisors3 commitments
- Allspring2 commitments
Relationship network
30 connected entities11 observed commitments8 repeat counterparties8 dated commitments shown here, 2023 to 2025
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 0.5%
- Non-interest-bearing cash 1.8%
- Corporate debt instruments (other) 11.2%
- Corporate debt instruments (preferred) 34.5%
- U.S. Government securities 1.0%
- Partnership/joint venture interests 5.0%
- 103-12 investment entities 6.3%
- Common/collective trusts 2.9%
- Registered investment companies 35.1%
Consultants and advisers
- RV Kuhns & Associates Investment adviser (plan)through May 31, 2023 Form 5500
- Wells Fargo Custodianthrough May 31, 2025 Form 5500
- Milliman, Inc. Actuarythrough May 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- ABS Allegiance Real Estate3 rows, latest May 31, 2025
- Ullico Investment Advisors3 rows, latest May 31, 2025
- Allspring2 rows, latest May 31, 2024
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Allspringplan years
- Parametric Portfolio Associatesplan years
- Legal & General Inv Mgmt Americaplan years 2025
+3 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
- May 31, 2025Holding endedinferenceIdaho Plumbers and Pipefitters Pension Plan no longer reports Allspring St Investment Fund S1 (last held $174,363 at 2024-05-31; absent from the 2025-05-31 filing)with Allspring St Investment Fund S1askebsa.dol.gov
- May 31, 2025Holding endedinferenceIdaho Plumbers and Pipefitters Pension Plan no longer reports Parametric Defensive Equity Fund (Parametric Defensive Equity Fund) (last held $16M at 2024-05-31; absent from the 2025-05-31 filing)with Parametric Defensive Equity Fundaskebsa.dol.gov
- May 31, 2025Assets changedIdaho Plumbers and Pipefitters Pension Plan total assets $170M -> $189M (+11.1%, 2024-05-31 to 2025-05-31)
- Dec 31, 2024Manager relationship startedLgim America appears on Idaho Plumbers and Pipefitters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Legal & General Inv Mgmt Americaaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHarrison Street no longer appears on Idaho Plumbers and Pipefitters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Harrison Streetaskebsa.dol.gov
+5 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 May 31, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $5.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Allspring St Investment Fund S1collective trust | Allspring | Pooled vehicles | $174,363 held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 May 31, 2025 | 2,512 | Not disclosed | Not disclosed | n/a | $189M | $9.5M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 2,481 | Not disclosed | Not disclosed | n/a | $170M | $7.1M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 2,420 | Not disclosed | Not disclosed | n/a | $150M | $8.3M | Not disclosed | Not disclosed |
- Benesys Inc. codes 14 50 $231,497 PY2024
- Milliman, Inc. codes 11 16 50 $137,481 PY2024
- Ullico codes 28 51 $134,432 PY2024
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Idaho Plumbers and Pipefitters 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
- Holding in a pooled vehicle ended2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
- Total assets changed2025-05-31source on record
+7 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
+11 connections on the graph
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