DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Cement Masons Local No. 524 Pension Plan
Taft-Hartley planIndianapolis, IN
Assets
$3.9M
Total assets, May 31, 2025 reported
Funded
40.4%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees, Cement Masons Local No. 524 Pension Plan
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 1.8%
- Other investments 0.0%
- Registered investment companies 93.5%
Consultants and advisers
3 firms
- Mariner Wealth Advisors Investment adviser (plan)through May 31, 2025 Form 5500
- Mariner (andco) Investment adviser (plan)through May 31, 2024 Form 5500
- Cuni, Rust & Strenk Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- US Bankplan years 2024
- Mariner (andco)plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Net investment income
$235,249 (2024-05) · $-440,674 (2023-05)
Investment management fees
$23,250 (2024-05) · $20,875 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 207 | n/a | n/a | n/a | $3.9M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 211 | n/a | n/a | n/a | $3.8M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 228 | n/a | n/a | n/a | $3.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cuni Rust & Strenk codes 11 50 $45,988 PY2024
- Ledbetter Partners codes 29 50 $31,556 PY2024
- Umr codes 14 50 $26,223 PY2024
- Mariner Wealth Advisors, LLC codes 27 51 $20,000 PY2024
- Dgperry, PLLC codes 10 50 $13,000 PY2024
- U.S. Bank National Association codes 28 50 $10,000 PY2024
- Segal Select Insurance codes 22 53 $7,557 PY2024
- Cuni, Rust and Strenk codes 11 PY2024
- Cuni Rust & Strenk codes 11 50 $37,825 PY2023
- Umr codes 14 50 $25,377 PY2023
- Ledbetter Partners LLC codes 29 50 $20,758 PY2023
- Dgperry PLLC codes 10 50 $20,244 PY2023
- Andco Consulting LLC codes 27 51 $16,250 PY2023
- Segal Select Insurance Services Inc codes 22 50 $8,420 PY2023
- U.S. Bank National Association codes 28 50 $7,000 PY2023
- Cuni, Rust and Strenk codes 11 PY2023
- Cuni Rust & Strenk codes 11 50 $88,925 PY2022
- Ledbetter Partners LLC codes 29 50 $40,043 PY2022
- Blue & Co LLC codes 10 50 $30,079 PY2022
- Umr codes 14 50 $27,493 PY2022
- Andco Consulting LLC codes 28 50 $20,875 PY2022
- Segal Select Insurance Services Inc codes 22 50 $10,928 PY2022
- The Thompson Group Insurance Agency codes 22 50 $5,181 PY2022
- Cuni, Rust and Strenk codes 11 PY2022
What changed
4 events
- Dec 31, 2024Consultant changedinferenceMariner Wealth Advisors, LLC appears on Cement Masons Local No. 524 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mariner Wealth Advisorsaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAndco Consulting LLC no longer appears on Cement Masons Local No. 524 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mariner (andco)askebsa.dol.gov
- Dec 31, 2023Manager relationship startedU.S. Bank National Association appears on Cement Masons Local No. 524 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with US Bankaskebsa.dol.gov
- Jun 1, 2023Assets changedCement Masons Local No. 524 Pension Plan plan assets $4M -> $4M (-11.2%, 2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 310235930-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.