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
Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust
Taft-Hartley planNorthwood, OH
Assets
$301M
Total assets, Dec 31, 2025 reported
Funded
88.5%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Northwestern Ohio Plumbers and Pipefitters
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 0.6%
- Other investments 52.4%
- Registered investment companies 43.5%
Consultants and advisers
3 firms
- Marquette Associates Inc. Pension consultantthrough Dec 31, 2025 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2025 Form 5500
- Cuni, Rust & Strenk Actuarythrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Income Research & Mgmt. Inc.plan years 2023
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
40 readings
Total assets
$260M (2024-12) · $229M (2023-12) · $206M (2022-12)
Contributions
$20.0M (2024-12) · $17.4M (2023-12) · $16.0M (2022-12)
Benefits paid
$15.8M (2024-12) · $15.1M (2023-12) · $14.3M (2022-12)
Net investment income
$30.8M (2024-12) · $23.2M (2023-12) · $-26.2M (2022-12)
Investment management fees
$60,417 (2024-12) · $60,000 (2023-12) · $92,148 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,091 | n/a | n/a | n/a | $301M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 2,019 | n/a | n/a | n/a | $260M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,971 | n/a | n/a | n/a | $229M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,743 | n/a | n/a | n/a | $206M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Novara Law Group, PLLC codes 29 $117,294 PY2025
- Comerica codes 19 72 $100,505 PY2025
- Cuni, Rust, and Strenk codes 11 50 $72,325 PY2025
- Marquette Associates, Inc. codes 17 $65,000 PY2025
- Benesys, Inc. codes 13 $46,597 PY2025
- Titus & Urbanski, Inc. codes 10 $26,100 PY2025
- Stefansky, Holloway & Nichols codes 10 $15,963 PY2025
- Macqueen and Associates LLC codes 22 $6,075 PY2025
- Cuni Rust and Strenk codes 11 PY2025
- Comerica codes 19 72 $125,204 PY2024
- Novara Law Group, PLLC codes 29 $71,652 PY2024
- Marquette Associates, Inc. codes 17 $60,417 PY2024
- Cuni, Rust, and Strenk codes 11 50 $59,675 PY2024
- Benesys, Inc. codes 13 $44,807 PY2024
- Stefansky, Holloway & Nichols codes 10 $35,251 PY2024
- Titus & Urbanski, Inc. codes 10 $21,500 PY2024
- Macqueen and Associates LLC codes 22 $6,918 PY2024
- Cuni Rust and Strenk codes 11 PY2024
- Comerica codes 19 72 $100,334 PY2023
- Income Research & Management codes 28 51 $73,501 PY2023
- Marquette Associates, Inc. codes 17 $60,000 PY2023
- Cuni, Rust, and Strenk codes 11 50 $55,050 PY2023
- Stefansky, Holloway & Nichols codes 10 $53,178 PY2023
- Novara Tesija Catenacci Mcdonald codes 29 $42,924 PY2023
- Benesys, Inc. codes 13 $42,270 PY2023
- Titus & Urbanski, Inc. codes 10 $22,000 PY2023
- Macqueen and Associates LLC codes 22 $6,960 PY2023
- Cuni Rust and Strenk codes 11 PY2023
- Novara Tesija, PLLC codes 29 $96,118 PY2022
- Comerica codes 19 72 $95,523 PY2022
- Cuni, Rust, and Strenk codes 11 $63,400 PY2022
- Marquette Associates, Inc. codes 17 $57,917 PY2022
- Benesys, Inc. codes 13 $45,806 PY2022
- Stefansky, Holloway & Nichols codes 10 $29,244 PY2022
- Titus & Urbanski, Inc. codes 10 $19,500 PY2022
- USI Insurance codes 23 $9,775 PY2022
- Cuni Rust and Strenk codes 11 PY2022
What changed
9 events
- Dec 31, 2025Assets changedNorthwestern Ohio Plumbers and Pipefitters Pension Plan and Trust total assets $260M -> $301M (+15.9%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedNorthwestern Ohio Plumbers and Pipefitters Pension Plan and Trust funded ratio 86.2% -> 88.5% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedNorthwestern Ohio Plumbers and Pipefitters Pension Plan and Trust plan assets $229M -> $260M (+13.5%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Manager relationship endedinferenceIncome Research & Management no longer appears on Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Dec 31, 2024Assets changedNorthwestern Ohio Plumbers and Pipefitters Pension Plan and Trust total assets $229M -> $260M (+13.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedNorthwestern Ohio Plumbers and Pipefitters Pension Plan and Trust plan assets $206M -> $229M (+11.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedIncome Research & Management appears on Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Income Research & Mgmt. Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedNorthwestern Ohio Plumbers and Pipefitters Pension Plan and Trust total assets $206M -> $229M (+11.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedNorthwestern Ohio Plumbers and Pipefitters Pension Plan and Trust plan assets $232M -> $206M (-11.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346502487-001
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.