Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund
Taft-Hartley plan, based in Milwaukee, Wisconsin, reporting $39.9M in assets, for 261 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Andco no longer appears on Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023).
1 more adviser
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- Afl-Cio Building Investment Trust3 commitments
- Great Gray Trust Company3 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 2.0%
- Non-interest-bearing cash 0.0%
- Common/collective trusts 6.7%
- Registered investment companies 90.5%
Consultants and advisers
- Mariner Wealth Advisors Pension consultantthrough Jul 31, 2025 Form 5500
- Mariner (andco) Pension consultantthrough Jul 31, 2023 Form 5500
- LEE Jost & Associates General consultantthrough Jul 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Great Gray Trust Company3 rows, latest Jul 31, 2025
What changed
- Dec 31, 2024Consultant changedinferenceAndco no longer appears on Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Mariner (andco)askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMariner Wealth Advisors, LLC appears on Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Mariner Wealth Advisorsaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.8M 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 Jul 31, 2025 | 261 | Not disclosed | Not disclosed | n/a | $39.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 254 | Not disclosed | Not disclosed | n/a | $37.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 253 | Not disclosed | Not disclosed | n/a | $33.8M | Not disclosed | Not disclosed | Not disclosed |
- United Actuarial Services, Inc. codes 11 50 $42,750 PY2024
- Mariner Wealth Advisors, LLC codes 17 50 $24,000 PY2024
- BPA of Wi a Benesys Company codes 14 50 $21,315 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund 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.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
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
+5 connections on the graph
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