Cement Masons Local 526 Pension Plan
Taft-Hartley plan, based in Munhall, Pennsylvania, reporting $75.3M in assets, for 1,008 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jun 2024, Cement Masons Local 526 Pension Plan plan assets $61M -> $70M (+13.9%, 2023-06-01 to 2024-06-01).
1 more adviser and 3 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Wellington Global Opportunities3 commitments
- Erect Funds3 commitments
- Wellington Trust Company, Na3 commitments
- Ameriserve3 commitments
Relationship network
15 connected entities6 observed commitments5 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 3.1%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (preferred) 0.0%
- Other investments 6.8%
- Common/collective trusts 19.1%
- Registered investment companies 68.2%
- Common stock 0.0%
Consultants and advisers
- Gallagher Fiduciary Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- PNC Bank Association Custodianthrough May 31, 2023 Form 5500
- Acrisure Actuarythrough May 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Wellington Trust Company, Na3 rows, latest May 31, 2025
- Ameriserve3 rows, latest May 31, 2025
- Wellington Trust Company, Naplan years
- Wellingtonplan years
- Wellington Trust Companyplan years 2023
What changed
- Jun 1, 2024Assets changedCement Masons Local 526 Pension Plan plan assets $61M -> $70M (+13.9%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedCement Masons Local 526 Pension Plan total assets $61M -> $70M (+13.9%, 2023-05-31 to 2024-05-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Wellington Global Opportunitiescollective trust | Wellington Trust Company, Na | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Erect Fundscollective trust | Ameriserve | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Wellington Global Opportunitiescollective trust | Wellington Trust Company, Na | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 May 31, 2025 | 1,008 | Not disclosed | Not disclosed | n/a | $75.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 985 | Not disclosed | Not disclosed | n/a | $70.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 994 | Not disclosed | Not disclosed | n/a | $61.4M | Not disclosed | Not disclosed | Not disclosed |
- Wellington Trust Company codes 51 68 $86,655 PY2024
- Gallagher Fiduciary Advisors, LLC codes 27 $57,820 PY2024
- Acrisure Mid-Atlantic Partners Ins codes 11 70 $36,895 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Cement Masons Local 526 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
- Total assets changed2024-06-01source on record
- Total assets changed2024-05-31source 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
+8 connections on the graph
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