Plumbers & Pipefitters Local No 189 Pension Plan
Taft-Hartley plan, based in Columbus, Ohio, reporting $202M in assets, for 1,978 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Plumbers & Pipefitters Local No 189 Pension Plan no longer reports SEI Structured Credit Collective Fd (SEI Structrued Credit Collective Fd) (last held $498,405 at 2024-03-31; absent from the 2025-03-31 filing).
7 more advisers, 5 more commitments and 6 more dated events
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- SEI Energy Debt Collective Investme3 commitments
- SEI Core Property Collective Inv Tr3 commitments
- SEI Structured Credit Collective Fd2 commitments
- SEI Investments Management Corp8 commitments
Relationship network
23 connected entities8 observed commitments4 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
- Non-interest-bearing cash 1.0%
- Common/collective trusts 4.1%
- Registered investment companies 93.8%
Consultants and advisers
- Western Asset Management Investment adviser (plan)through Mar 31, 2025 Form 5500
- Western Asset Mgmt Company, LLC Investment adviser (plan)through Mar 31, 2024 Form 5500
- Bridgeway Benefit Technologies Investment adviser (plan)General consultantthrough Mar 31, 2024 Form 5500
+7 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
- SEI Investments Management Corp8 rows, latest Mar 31, 2025
- SEI Investments Management Corpplan years
What changed
- Mar 31, 2025Holding endedinferencePlumbers & Pipefitters Local No 189 Pension Plan no longer reports SEI Structured Credit Collective Fd (SEI Structrued Credit Collective Fd) (last held $498,405 at 2024-03-31; absent from the 2025-03-31 filing)with SEI Structrued Credit Collective Fdaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSegal Consulting no longer appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Segalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWestern Asset Management Co. appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMilliman, Inc. appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Milliman, Inc.askebsa.dol.gov
- Apr 1, 2024Funded status changedPlumbers & Pipefitters Local No 189 Pension Plan funded ratio 103.6% -> 108.9% (2023-04-01 to 2024-04-01)
+6 more dated events
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 Mar 31, 2025 | SEI Energy Debt Collective Investmecollective trust | SEI Investments Management Corp | Private credit | $636,298 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | SEI Core Property Collective Inv Trcollective trust | SEI Investments Management Corp | Real estate | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | SEI Energy Debt Collective Investmecollective trust | SEI Investments Management Corp | Private credit | $937,235 held | Disclosed holding | askebsa.dol.gov |
+5 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 Mar 31, 2025 | 1,978 | Not disclosed | Not disclosed | n/a | $202M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 1,820 | Not disclosed | Not disclosed | n/a | $192M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 1,718 | Not disclosed | Not disclosed | n/a | $173M | Not disclosed | Not disclosed | Not disclosed |
- Segal Marco codes 18 50 $243,764 PY2024
- P&p No. 189 H&w Fund Administrators codes 13 50 $163,552 PY2024
- Milliman, Inc. codes 11 16 50 $117,315 PY2024
+39 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
Plumbers & Pipefitters Local No 189 Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Holding in a pooled vehicle ended2025-03-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+8 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
+13 connections on the graph
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