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

Bricklayers Pension Plan of Western PA

Taft-Hartley planCanfield, OH
Assets
$54.6M
Total assets, Dec 31, 2024 reported
Funded
62.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Bricklayers Pension Fund Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.9%
  • Non-interest-bearing cash 1.7%
  • Corporate debt instruments (other) 3.3%
  • U.S. Government securities 4.5%
  • Other investments 0.5%
  • Partnership/joint venture interests 4.4%
  • Common/collective trusts 7.1%
  • Registered investment companies 42.1%
  • Common stock 30.7%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Employee Real Estate Construction Tcollective trustAmeriserveReal estate$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Employee Real Estate Construction Tcollective trustAmeriserveReal estate$3.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Employee Real Estate Construction Tcollective trustAmeriserveReal estate$4.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$54.6M Dec 31, 2024 reported Form 5500
$53.4M (2023-12) · $52.1M (2022-12)
Plan assets
$53.3M Jan 1, 2024 reported Form 5500
$52.1M (2023-01) · $64.3M (2022-01)
Net assets
$54.4M Dec 31, 2024 reported Form 5500
$53.3M (2023-12) · $51.8M (2022-12)
Funded ratio
62.6% Jan 1, 2024 reported Form 5500
65.1% (2023-01) · 67.9% (2022-01)
Participants
1,016 Jan 1, 2024 reported Form 5500
1,013 (2023-01) · 981 (2022-01)
Contributions
$1.9M Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $2.1M (2022-12)
Benefits paid
$6.2M Dec 31, 2024 reported Form 5500
$6.0M (2023-12) · $5.7M (2022-12)
Net investment income
$1.1M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $-12.4M (2022-12)
Investment management fees
$146,471 Dec 31, 2024 reported Form 5500
$170,872 (2023-12) · $172,545 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,016n/an/an/a$54.6M$2.4Mn/an/a
2023 to Dec 31, 20231,013n/an/an/a$53.4M$3.2Mn/an/a
2022 to Dec 31, 2022981n/an/an/a$52.1M$4.0Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Manager relationship started
    Twin Capital Management appears on Bricklayers Pension Plan of Western PA's Schedule C as investment manager (plan year 2024 vs 2023)
    with Twin Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Morrison Fiduciary Advisors no longer appears on Bricklayers Pension Plan of Western PA's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Morrison Fiduciary Advisorsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Acrisure Mid-Atlantic Partners LLC appears on Bricklayers Pension Plan of Western PA's Schedule C as general consultant (plan year 2024 vs 2023)
    with Acrisureaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Mariner Institutional LLC appears on Bricklayers Pension Plan of Western PA's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner Institutional LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Bricklayers Pension Plan of Western PA funded ratio 65.1% -> 62.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Twin Capital Management Inc. no longer appears on Bricklayers Pension Plan of Western PA's Schedule C as investment manager (plan year 2023 vs 2022)
    with Twin Capital Managementaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Bricklayers Pension Plan of Western PA funded ratio 67.9% -> 65.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Bricklayers Pension Plan of Western PA plan assets $64M -> $52M (-19.0%, 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 256121713-001
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.