Excavators Union Local 731 Pension Fund
Taft-Hartley plan, based in Astoria, New York, reporting $3.0B in assets, for 11,363 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Stephen O'Beirne appears on Excavators Union Local 731 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
3 more advisers 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.
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Relationship network
47 connected entities
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
- 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 0.4%
- Non-interest-bearing cash 1.5%
- Corporate debt instruments (other) 7.1%
- U.S. Government securities 15.4%
- Other investments 0.5%
- Partnership/joint venture interests 0.9%
- Registered investment companies 33.8%
- Common stock 39.5%
Consultants and advisers
- Merrill Lynch,pierce,fenner & Smith Investment adviser (plan)through Dec 31, 2022 Form 5500
- Stephen O'Beirne General consultantthrough Dec 31, 2022 Form 5500
- Segal Actuarythrough Dec 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Prudential Trust Co.plan years 2024
- Wedge Capitalplan years 2022
- Stacey Braunplan years 2022
+6 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 changedinferenceStephen O'Beirne appears on Excavators Union Local 731 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Stephen O'Beirneaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock no longer appears on Excavators Union Local 731 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrockaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPrudential Trust Co (pgim) appears on Excavators Union Local 731 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Prudential Trust Co.askebsa.dol.gov
- Dec 31, 2024Assets changedExcavators Union Local 731 Pension Fund total assets $2.6B -> $3.0B (+14.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedExcavators Union Local 731 Pension Fund plan assets $2.3B -> $2.6B (+15.8%, 2023-01-01 to 2024-01-01)
+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
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 | 11,363 | Not disclosed | Not disclosed | n/a | $3.0B | $26.9M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 11,372 | Not disclosed | Not disclosed | n/a | $2.6B | $1.2M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 11,144 | Not disclosed | Not disclosed | n/a | $2.3B | Not disclosed | Not disclosed | Not disclosed |
- Wedge Capital Mgmt codes 28 51 68 $1.2M PY2024
- Atalanta Sosnoff Capital LLC codes 28 51 68 $1.1M PY2024
- Martingale codes 28 50 $1.0M PY2024
+113 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source 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
+16 connections on the graph
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