H.F.I.A.W. Local No. 32 - Pension Trust Fund
Taft-Hartley plan, based in Hopatcong, New Jersey, reporting $90.3M in assets, for 414 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Blackstone Alt Asset Mgmt no longer appears on H.F.I.A.W. Local No. 32 - Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more dated event
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Relationship network
16 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 1.1%
- Corporate debt instruments (other) 22.6%
- U.S. Government securities 24.8%
- Partnership/joint venture interests 7.9%
- Common stock 41.8%
Consultants and advisers
- Wells Fargo Investment adviser (plan)through Dec 31, 2022 Form 5500
- Basil Castrovinci Associates Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Gamcoplan years 2022
- Blackstoneplan years 2022
- Wakefield Asset Managementplan years 2022
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Manager relationship endedinferenceBlackstone Alt Asset Mgmt no longer appears on H.F.I.A.W. Local No. 32 - Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Blackstoneaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceJohnston Asset Management no longer appears on H.F.I.A.W. Local No. 32 - Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Hardman Johnston Global Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedH.F.I.A.W. Local No. 32 - Pension Trust Fund funded ratio 91.1% -> 96.4% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceNew Tower Trust Company no longer appears on H.F.I.A.W. Local No. 32 - Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Newtower Trust Companyaskebsa.dol.gov
- Jan 1, 2023Funded status changedH.F.I.A.W. Local No. 32 - Pension Trust Fund funded ratio 104.8% -> 91.1% (2022-01-01 to 2023-01-01)
+1 more dated event
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 | 414 | Not disclosed | Not disclosed | n/a | $90.3M | $7.1M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 493 | Not disclosed | Not disclosed | n/a | $84.5M | $5.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 519 | Not disclosed | Not disclosed | n/a | $79.2M | $3.8M | Not disclosed | Not disclosed |
- Basil Castrovinci Assoc codes 11 13 50 $197,678 PY2024
- Gamco codes 28 51 $127,229 PY2024
- Atalanta Sosnoff codes 28 51 $90,550 PY2024
+37 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
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+3 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
+12 connections on the graph
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