Operative Plasterers and Cement Masons Local No. 109 Pension Plan
Taft-Hartley plan, based in Troy, Michigan, reporting $127M in assets, for 1,439 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Mariner Institutional LLC appears on Operative Plasterers and Cement Masons Local No. 109 Pension Plan's Schedule C as general 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- Ullico Infrastructure Tax Exempt Fu3 commitments
- Ullico Investment Advisors3 commitments
Relationship network
21 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 4.2%
- Corporate debt instruments (other) 7.0%
- U.S. Government securities 5.9%
- 103-12 investment entities 4.5%
- Registered investment companies 55.9%
- Common stock 12.0%
- Preferred stock 0.1%
- Real estate (other than employer real property) 9.4%
Consultants and advisers
- Mariner Institutional LLC General consultantthrough Apr 30, 2025 Form 5500
- And Co. Consulting LLC General consultantPension consultantthrough Apr 30, 2024 Form 5500
- Cuni, Rust & Strenk Actuarythrough Apr 30, 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
- Ullico Investment Advisors3 rows, latest Apr 30, 2025
- BNY Mellon Securities Corporationplan years 2025
- Ullico Investment Advisors, Inc.plan years 2024
- American Realty Advisorsplan years 2023
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Consultant changedinferenceMariner Institutional LLC appears on Operative Plasterers and Cement Masons Local No. 109 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Mariner Institutional LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceAnd Co. Consulting LLC no longer appears on Operative Plasterers and Cement Masons Local No. 109 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with And Co. Consulting LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedFifth Third Bank appears on Operative Plasterers and Cement Masons Local No. 109 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Fifth Third Bankaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $5.0M 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 Apr 30, 2025 | 1,439 | Not disclosed | Not disclosed | n/a | $127M | Not disclosed | Not disclosed | $12.0M |
| 2023 to Apr 30, 2024 | 1,396 | Not disclosed | Not disclosed | n/a | $122M | Not disclosed | Not disclosed | $12.2M |
| 2022 to Apr 30, 2023 | 1,418 | Not disclosed | Not disclosed | n/a | $116M | Not disclosed | Not disclosed | $14.6M |
- Solxsys Administrative Solutions codes 13 15 $116,339 PY2024
- BNY Mellon Securities Corporation codes 28 51 $100,256 PY2024
- American Realty Advisors codes 28 51 $90,668 PY2024
+46 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Operative Plasterers and Cement Masons Local No. 109 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.
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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
- Manager relationship started2023-12-31source 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
+14 connections on the graph
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