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
Aluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan
Taft-Hartley planPittsburgh, PA
Assets
$2.2M
Total assets, Dec 31, 2024 reported
Funded
16.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Trustees of Abgw Int'l Union Afl-Cio Clc Eastern District Council#12 P
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 8.1%
- U.S. Government securities 0.0%
- Registered investment companies 91.8%
Consultants and advisers
4 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2022 Form 5500
- Truist Bank Custodianthrough Dec 31, 2022 Form 5500
- Foster & Foster Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
30 readings
Net investment income
$-607,485 (2023-12) · $-1.7M (2022-12)
Investment management fees
$24,500 (2023-12) · $33,442 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 522 | n/a | n/a | n/a | $2.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 525 | n/a | n/a | n/a | $2.6M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 524 | n/a | n/a | n/a | $3.2M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions, Inc. codes 13 $66,077 PY2024
- Foster & Foster codes 11 $32,912 PY2024
- Segal Marcos Advisors codes 27 $24,500 PY2024
- Truist Bank codes 19 $14,250 PY2024
- Stevens & Lee codes 29 $11,175 PY2024
- Foster & Foster codes 11 PY2024
- Zenith American Solutions, Inc. codes 13 $94,273 PY2023
- Foster & Foster codes 11 $34,770 PY2023
- Stevens & Lee codes 29 $29,597 PY2023
- Belfint, Lyons & Shuman, P.A. codes 10 $25,000 PY2023
- Segal Marcos Advisors codes 27 $24,500 PY2023
- Foster & Foster codes 11 PY2023
- Zenith American Solutions, Inc. codes 13 $87,123 PY2022
- Stevens & Lee codes 29 $34,098 PY2022
- Foster & Foster codes 11 $28,813 PY2022
- Segal Marcos Advisors codes 27 $24,500 PY2022
- Truist Bank codes 19 $6,000 PY2022
- Foster & Foster codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan total assets $3M -> $2M (-13.6%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan funded ratio 21.1% -> 16.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan plan assets $3M -> $3M (-19.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan total assets $3M -> $3M (-19.2%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan funded ratio 25.1% -> 21.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedAluminum, Brick & Glass Workers International Unio Eastern District Council No. 12 Pension Plan plan assets $5M -> $3M (-35.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 236265658-001
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.