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
Plumbers and Pipefitters Local Union 553 Pension Plan
Taft-Hartley planEast Alton, IL
Assets
$59.7M
Total assets, Dec 31, 2024 reported
Funded
85.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Trustees of the Plumbers and Pipefitters Local 553
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.5%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 4.5%
- U.S. Government securities 3.9%
- Common/collective trusts 4.0%
- Registered investment companies 65.6%
- Common stock 17.9%
Consultants and advisers
3 firms
- Ekon Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Busey Bank Custodianthrough Dec 31, 2022 Form 5500
- Ekon Benefits Actuarythrough Dec 31, 2022 Form 5500
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
- Great Gray Trust Company3 rows, latest Dec 31, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$85,470 (2023-12) · $87,128 (2022-12)
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 Dec 31, 2024 | 489 | n/a | n/a | n/a | $59.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 464 | n/a | n/a | n/a | $54.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 432 | n/a | n/a | n/a | $49.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Busey Bank codes 18 28 51 $66,450 PY2024
- Ekon Advisors codes 27 50 $29,920 PY2024
- Plumbers 553 Health & Welfare Fund codes 15 99 $26,858 PY2024
- Ekon Benefits codes 11 17 50 $25,115 PY2024
- Anders, Minkler, Huber, Helm LLP codes 10 50 $21,000 PY2024
- Morice, List, & Associates codes 10 50 $13,200 PY2024
- Hammond and Shinners, P.C. codes 29 50 $11,571 PY2024
- Afl-Cio Building Investment Trust Sched. D C $2.4M PY2024
- Ekon Benefits codes 11 PY2024
- Busey Bank codes 18 28 51 $60,553 PY2023
- Ekon Benefits codes 11 17 50 $27,340 PY2023
- Ekon Advisors codes 27 50 $25,017 PY2023
- Anders, Minkler, Huber, Helm LLP codes 10 50 $22,908 PY2023
- Plumbers 553 Health & Welfare Fund codes 15 99 $21,349 PY2023
- Morice, List & Associates, LLC codes 10 50 $13,200 PY2023
- Hammond and Shinners, P.C. codes 29 50 $8,307 PY2023
- Afl-Cio Building Investment Trust Sched. D C $2.4M PY2023
- Ekon Benefits codes 11 PY2023
- Busey Bank codes 18 28 51 $60,076 PY2022
- Plumbers 553 Health & Welfare Fund codes 15 99 $37,960 PY2022
- Ekon Advisors codes 27 50 $27,052 PY2022
- Ekon Benefits codes 11 17 50 $25,220 PY2022
- Anders, Minkler, Huber, Helm LLP codes 10 50 $20,000 PY2022
- Morice, List & Associates, LLC codes 10 50 $16,611 PY2022
- Hammond and Shinners, P.C. codes 29 50 $5,727 PY2022
- Afl-Cio Building Investment Trust Sched. D C $3.6M PY2022
- Ekon Benefits codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedPlumbers and Pipefitters Local Union 553 Pension Plan funded ratio 82.7% -> 85.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Assets changedPlumbers and Pipefitters Local Union 553 Pension Plan plan assets $60M -> $50M (-17.6%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 376052808-001
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.