Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a
Taft-Hartley plan, based in LAS Vegas, Nevada, reporting $653M in assets, for 6,480 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a no longer reports Emrging Mrkts Smallr Companies Fund (last held $19M at 2023-12-31; absent from the 2024-12-31 filing).
1 more adviser, 6 more managers, 22 more commitments and 20 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.
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- TCW Multiple Investment Trust3 commitments
- Mcmorgan Infrastructure Fund I, LP3 commitments
- Artisan Multiple Investment Trust3 commitments
Relationship network
63 connected entities25 observed commitments17 repeat counterparties18 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 5.9%
- Non-interest-bearing cash 0.7%
- Other investments 12.9%
- Partnership/joint venture interests 8.4%
- 103-12 investment entities 8.0%
- Common/collective trusts 27.1%
- Pooled separate accounts 1.7%
- Registered investment companies 30.6%
- Common stock 2.3%
Consultants and advisers
- Segal Marco Advisors Pension consultantthrough Dec 31, 2022 Form 5500
- BNY Mellon Investment Adviser, Inc. Trusteethrough Dec 31, 2024 Form 5500
- Cheiron 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
- Loomis Sayles4 rows, latest Dec 31, 2024
- Tcw3 rows, latest Dec 31, 2024
- Mcmorgan & Company, LLC3 rows, latest Dec 31, 2024
+6 more managers 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.
- Mcmorgan & Company, LLCplan years 2023
- Wellington Trust Company, Naplan years
- Wellingtonplan years
+21 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, 2024Holding endedinferenceConstruction Industry and Laborers Joint Pension Trust for So Nevada, Plan a no longer reports Emrging Mrkts Smallr Companies Fund (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with Emrging Mrkts Smallr Companies Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceLittlejohn no longer appears on Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Littlejohnaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceVista Equity Partners no longer appears on Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Vista Equity Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSanderson Asset Mgmt, LLP no longer appears on Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Sanderson Asset Mgmt, LLPaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBernzott Capital Advisors no longer appears on Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Bernzott Capital Advisorsaskebsa.dol.gov
+20 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 Dec 31, 2024 | TCW Multiple Investment Trustcollective trust | Tcw | Pooled vehicles | $60.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wtc-Ctf Small Companiescollective trust | Wellington Trust Company, Na | Pooled vehicles | $20.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Mcmorgan Infrastructure Fund I, LP103 12 ie | Mcmorgan & Company, LLC | Infrastructure | $8.4M held | Disclosed holding | askebsa.dol.gov |
+22 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 | 6,480 | Not disclosed | Not disclosed | n/a | $653M | $54.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 6,218 | Not disclosed | Not disclosed | n/a | $582M | $56.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,642 | Not disclosed | Not disclosed | n/a | $513M | $58.9M | Not disclosed | Not disclosed |
- Brownstein Hyatt Farber Schreck LLP codes 29 50 $624,653 PY2024
- Intercontinental Real Estate Corp codes 28 51 $366,000 PY2024
- Wilson Mcshane Corporation codes 10 13 38 50 $364,600 PY2024
+92 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
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a sits on 6 traced paths of capital across the graphs.
DFX traced 6 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.
Checking your plan…
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+22 more changes 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
+31 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.