Idaho Signatory Employers-Laborers Pension Plan
Taft-Hartley plan, based in Portland, Oregon, for 791 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Propel Insurance no longer appears on Idaho Signatory Employers-Laborers Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022).
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- Ullico Sfa Fixed Income Cif1 commitment
- Ullico Investment Advisors, Inc.1 commitment
Relationship network
13 connected entities1 observed commitmentcommitments 2022
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
- Non-interest-bearing cash 1.1%
- Common/collective trusts 84.5%
- Registered investment companies 5.9%
Consultants and advisers
- Propel Insurance General consultantthrough Dec 31, 2022 Form 5500
- Verus Investment Advisory Investment adviser (plan)through Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Ullico Investment Advisors, Inc.1 row, latest Dec 31, 2022
- Ullico Investment Advisors, Inc.plan years
What changed
- Dec 31, 2023Consultant changedinferencePropel Insurance no longer appears on Idaho Signatory Employers-Laborers Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Propel Insuranceaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceVerus no longer appears on Idaho Signatory Employers-Laborers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Verus Investment Advisoryaskebsa.dol.gov
- Dec 31, 2023Assets changedIdaho Signatory Employers-Laborers Pension Plan total assets $15M -> $0 (-100.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedIdaho Signatory Employers-Laborers Pension Plan plan assets $660,718 -> $446,652 (-32.4%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2022 | Ullico Sfa Fixed Income Cifcollective trust | Ullico Investment Advisors, Inc. | Fixed income | $12.4M 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Dec 31, 2023 | 791 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 781 | Not disclosed | Not disclosed | n/a | $14.7M | Not disclosed | Not disclosed | Not disclosed |
- The William C. Earhart Co., Inc. codes 13 50 $109,758 PY2023
- Milliman, Inc. codes 11 17 50 $90,157 PY2023
- Withumsmith+brown, PC codes 10 50 $32,616 PY2023
+15 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
Not yet on record: assets.
Idaho Signatory Employers-Laborers Pension 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
- Consultant changed2023-12-31source on record
- Consultant changed2023-12-31source on record
- Total assets changed2023-12-31source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+6 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.