Laborers' Local No. 17 Pension Fund
Taft-Hartley plan, based in Newburgh, New York, reporting $143M in assets, for 1,466 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Marquette Associates, Inc. no longer appears on Laborers' Local No. 17 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023).
5 more advisers and 2 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
12 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 0.9%
- Non-interest-bearing cash 3.6%
- Partnership/joint venture interests 13.7%
- Registered investment companies 55.5%
- Common stock 25.0%
Consultants and advisers
- Spectrum Pension & Compensation Pension consultantthrough Dec 31, 2022 Form 5500
- Ullico Investment Advisors, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Ullico Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers 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
What changed
- Dec 31, 2024Consultant changedinferenceMarquette Associates, Inc. no longer appears on Laborers' Local No. 17 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Marquette Associates Inc.askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceTfa no longer appears on Laborers' Local No. 17 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedLaborers' Local No. 17 Pension Fund total assets $127M -> $143M (+12.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedLaborers' Local No. 17 Pension Fund funded ratio 101.5% -> 105.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedLaborers' Local No. 17 Pension Fund plan assets $111M -> $126M (+13.3%, 2023-01-01 to 2024-01-01)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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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 | 1,466 | Not disclosed | Not disclosed | n/a | $143M | $19.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,416 | Not disclosed | Not disclosed | n/a | $127M | $15.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,356 | Not disclosed | Not disclosed | n/a | $112M | $14.6M | Not disclosed | Not disclosed |
- American Sv codes 27 $61,729 PY2024
- Santa Barbara (US Bank) codes 27 $37,801 PY2024
- Ullico codes 27 $36,864 PY2024
+31 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, managers.
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
+4 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
+9 connections on the graph
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