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

International Brotherhood of Boilermakers Officers and Employees' Pension Plan

Taft-Hartley planKansas City, MO
Assets
$148M
Total assets, Dec 31, 2024 reported
Funded
82.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
none on the tape
Plan sponsor: Trustees of the Intn'l Brotherhood of Boilermakers Iron Ship Builders,
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.4%
  • Insurance company general account 2.2%
  • Partnership/joint venture interests 18.8%
  • 103-12 investment entities 24.8%
  • Common/collective trusts 34.6%
  • Registered investment companies 15.7%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym Mellon Afl-Cio Sl Large Cap Stcollective trustBNY MellonPublic equity$45.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$36.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bnym Mellon Afl-Cio Sl Large Cap Stcollective trustBNY MellonPublic equity$49.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$25.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$3.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Afl-Cio Sl Large Cap Stcollective trustBNY MellonPublic equity$44.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$18.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$148M Dec 31, 2024 reported Form 5500
$140M (2023-12) · $131M (2022-12)
Plan assets
$140M Jan 1, 2024 reported Form 5500
$131M (2023-01) · $157M (2022-01)
Net assets
$148M Dec 31, 2024 reported Form 5500
$140M (2023-12) · $131M (2022-12)
Funded ratio
82.0% Jan 1, 2024 reported Form 5500
85.1% (2023-01) · 85.8% (2022-01)
Participants
729 Jan 1, 2024 reported Form 5500
722 (2023-01) · 722 (2022-01)
Contributions
$9.7M Dec 31, 2024 reported Form 5500
$10.1M (2023-12) · $9.7M (2022-12)
Benefits paid
$15.7M Dec 31, 2024 reported Form 5500
$15.2M (2023-12) · $14.7M (2022-12)
Net investment income
$7.7M Dec 31, 2024 reported Form 5500
$8.9M (2023-12) · $-25.6M (2022-12)
Investment management fees
$271,973 Dec 31, 2024 reported Form 5500
$282,706 (2023-12) · $305,799 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024729n/an/an/a$148M$27.7Mn/an/a
2023 to Dec 31, 2023722n/an/an/a$140M$31.4Mn/an/a
2022 to Dec 31, 2022722n/an/an/a$131M$34.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Segal Marco Advisors, Inc. codes 27 $223,201 PY2024
  • Segal codes 11 $105,040 PY2024
  • Bank of Labor codes 19 $51,959 PY2024
  • Legacy Professionals LLP codes 10 $43,377 PY2024
  • JP Morgan Investment Mgmt. Inc. codes 27 28 50 51 $31,325 PY2024
  • Automatic Data Processing codes 13 $17,741 PY2024
  • Pension Benefit Information LLC codes 13 $5,750 PY2024
  • Bnym Mellon Afl-Cio Sl Large Cap St Sched. D C $45.7M PY2024
  • Fixed Income Group Trust Sched. D E $36.6M PY2024
  • Commingled Pension Trust Fund Sched. D C $3.2M PY2024
  • Afl-Cio Building Investment Trust Sched. D C $2.1M PY2024
  • Segal codes 11 PY2024
  • Segal Marco Advisors, Inc. codes 27 $206,476 PY2023
  • Segal codes 11 $129,378 PY2023
  • Bank of Labor codes 19 $51,416 PY2023
  • Legacy Professionals LLP codes 10 $39,931 PY2023
  • JP Morgan Investment Mgmt. Inc. codes 27 28 50 51 $36,027 PY2023
  • Blake & Uhlig, P.A. codes 29 $25,800 PY2023
  • Automatic Data Processing codes 13 $14,189 PY2023
  • Isolutions, Inc. codes 49 $13,598 PY2023
  • Pension Benefit Information LLC codes 13 $11,499 PY2023
  • Bnym Mellon Afl-Cio Sl Large Cap St Sched. D C $49.6M PY2023
  • Fixed Income Group Trust Sched. D E $25.3M PY2023
  • Commingled Pension Trust Fund Sched. D C $3.3M PY2023
  • Afl-Cio Building Investment Trust Sched. D C $2.1M PY2023
  • Segal codes 11 PY2023
  • Segal Marco Advisors, Inc. codes 27 $211,366 PY2022
  • Segal codes 11 $104,609 PY2022
  • Bank of Labor codes 19 $52,293 PY2022
  • Legacy Professionals LLP codes 10 $42,378 PY2022
  • JP Morgan Investment Mgmt. Inc. codes 27 28 51 $40,608 PY2022
  • Automatic Data Processing codes 49 $15,989 PY2022
  • Blake & Uhlig, P.A. codes 29 $13,322 PY2022
  • Isolutions, Inc. codes 49 $12,036 PY2022
  • Bnym Mellon Afl-Cio Sl Large Cap Fd Sched. D C $44.0M PY2022
  • Fixed Income Group Trust Sched. D E $18.7M PY2022
  • Commingled Pension Trust Fund Sched. D C $3.9M PY2022
  • Afl-Cio Building Investment Trust Sched. D C $3.2M PY2022
  • Alternatives Group Trust Sched. D E PY2022
  • Segal codes 11 PY2022
What changed
2 events
  • Jan 1, 2024Funded status changed
    International Brotherhood of Boilermakers Officers and Employees' Pension Plan funded ratio 85.1% -> 82.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    International Brotherhood of Boilermakers Officers and Employees' Pension Plan plan assets $157M -> $131M (-16.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 486031851-001
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.