Insulators Local 23 Pension Plan
Taft-Hartley plan, based in Grantville, Pennsylvania, reporting $69.1M in assets, for 402 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Aug 2024, Insulators Local 23 Pension Plan funded ratio 94.1% -> 89.0% (2023-08-01 to 2024-08-01).
5 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.
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- Legal & General Msci Acwi Ex US Cit2 commitments
- Legal & General S&p 400 Cit Fund2 commitments
- Legal & General S&p 500 Cit Fund2 commitments
- Legal and General8 commitments
Relationship network
18 connected entities8 observed commitments5 repeat counterpartiescommitments 2024 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 1.7%
- Corporate debt instruments (preferred) 6.2%
- U.S. Government securities 8.4%
- Other investments 10.7%
- Partnership/joint venture interests 0.0%
- Common/collective trusts 13.9%
- Registered investment companies 8.3%
- Common stock 43.8%
- Real estate (other than employer real property) 6.3%
Consultants and advisers
- USI Consulting Group Actuarythrough Jul 31, 2023 Form 5500
- M&t Bank Custodianthrough Jul 31, 2023 Form 5500
People
Manager roster
- Legal and General8 rows, latest Jul 31, 2025
- Graystone Investment Groupplan years 2023
- AEW Core Property Trust (US) Incplan years 2023
What changed
- Aug 1, 2024Funded status changedInsulators Local 23 Pension Plan funded ratio 94.1% -> 89.0% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedInsulators Local 23 Pension Plan plan assets $60M -> $66M (+10.4%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedInsulators Local 23 Pension Plan total assets $60M -> $66M (+10.3%, 2023-07-31 to 2024-07-31)
- Aug 1, 2023Funded status changedInsulators Local 23 Pension Plan funded ratio 90.3% -> 94.1% (2022-08-01 to 2023-08-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Legal & General Msci Acwi Ex US Citcollective trust | Legal and General | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Legal & General S&p 400 Cit Fundcollective trust | Legal and General | Pooled vehicles | $843,708 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Legal & General S&p 500 Cit Fundcollective trust | Legal and General | Pooled vehicles | $4.5M held | Disclosed holding | askebsa.dol.gov |
+5 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 Jul 31, 2025 | 402 | Not disclosed | Not disclosed | n/a | $69.1M | $150 | Not disclosed | $4.4M |
| 2023 to Jul 31, 2024 | 386 | Not disclosed | Not disclosed | n/a | $65.8M | $130 | Not disclosed | $4.2M |
| 2022 to Jul 31, 2023 | 423 | Not disclosed | Not disclosed | n/a | $59.6M | $164 | Not disclosed | $4.1M |
- Graystone Investment Group codes 28 50 $102,100 PY2024
- Insulators Local 23 codes 14 50 $84,218 PY2024
- USI Consulting Group codes 11 50 $73,100 PY2024
+32 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
Record history
- Funded status changed2024-08-01source on record
- Total assets changed2024-08-01source on record
- Total assets changed2024-07-31source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.