Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan
Taft-Hartley plan, based in OAK Brook, Illinois, reporting $68.2M in assets, for 355 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan total assets $60M -> $68M (+13.8%, 2024-06-30 to 2025-06-30).
2 more advisers and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NIS Preferred Stock Fund II, LLC3 commitments
- National Investment Services3 commitments
Relationship network
14 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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
- Fund or vehicle
- 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 0.1%
- Non-interest-bearing cash 0.6%
- Common/collective trusts 3.0%
- Registered investment companies 85.2%
- Common stock 10.3%
Consultants and advisers
- James V Gallery and Associates Pension consultantthrough Jun 30, 2023 Form 5500
- Fiducient Advisors LLC Investment adviser (plan)through Jun 30, 2023 Form 5500
- O'Sullivan & Associates Actuarythrough Jun 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- National Investment Services3 rows, latest Jun 30, 2025
- National Investment Servicesplan years
- National Investment Svcs of Amerplan years 2023
- Atalanta Sosnoff Capitalplan years 2023
What changed
- Jun 30, 2025Assets changedMachinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan total assets $60M -> $68M (+13.8%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship endedinferenceNational Investment Services no longer appears on Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with National Investment Svcs of Ameraskebsa.dol.gov
- Jul 1, 2024Funded status changedMachinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan funded ratio 79.9% -> 84.2% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedMachinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan plan assets $53M -> $60M (+12.3%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedMachinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan total assets $53M -> $60M (+12.3%, 2023-06-30 to 2024-06-30)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NIS Preferred Stock Fund II, LLCcollective trust | National Investment Services | Public equity | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | NIS Preferred Stock Fund II, LLCcollective trust | National Investment Services | Public equity | $2.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | NIS Preferred Stock Fund II, LLCcollective trust | National Investment Services | Public equity | $1.8M held | Disclosed holding | askebsa.dol.gov |
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 Jun 30, 2025 | 355 | Not disclosed | Not disclosed | n/a | $68.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 375 | Not disclosed | Not disclosed | n/a | $59.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 337 | Not disclosed | Not disclosed | n/a | $53.3M | Not disclosed | Not disclosed | Not disclosed |
- Fiducient Advisors LLC codes 27 $122,213 PY2024
- Benefits Management Group Inc codes 13 $84,000 PY2024
- O'Sullivan & Associates codes 11 $31,200 PY2024
+29 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Total assets changed2025-06-30source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-07-01source 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
+9 connections on the graph
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