SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan
Taft-Hartley plan, based in Covina, California, reporting $29.5M in assets, for 1,002 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Wellington Trust Company no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more commitments and 7 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- NT Collective Short Term Investment3 commitments
- NT Collective S&p 500 Index Fund1 commitment
- Wtc-Cif Research Equity Portfolio1 commitment
- Northern Trust Investments, Inc.4 commitments
- Wellington Trust Company, Na1 commitment
Relationship network
20 connected entities5 observed commitments2 repeat counterpartiescommitments 2022 to 2024
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
- U.S. Government securities 83.9%
- Common/collective trusts 16.0%
Consultants and advisers
- BAA Capital Advisors, Inc. Pension consultantthrough Dec 31, 2023 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.4 rows, latest Dec 31, 2024
- Wellington Trust Company, Na1 row, latest Dec 31, 2022
- Scout Investmentsplan years 2022
- Blackrock Investment Managerplan years 2022
- RBC Wealth Managementplan years 2022
+2 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, 2024Manager relationship endedinferenceWellington Trust Company no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceReams Asset Management Division no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Scout Investmentsaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDodge & Cox no longer appears on SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Dodge & Coxaskebsa.dol.gov
- Jan 1, 2024Funded status changedSO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan funded ratio 118.9% -> 310.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan plan assets $105M -> $29M (-72.5%, 2023-01-01 to 2024-01-01)
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $4.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $7.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $10.4M held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Dec 31, 2024 | 1,002 | Not disclosed | Not disclosed | n/a | $29.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,055 | Not disclosed | Not disclosed | n/a | $28.8M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,091 | Not disclosed | Not disclosed | n/a | $112M | Not disclosed | Not disclosed | Not disclosed |
- Pacific Southwest Administrators codes 12 13 50 $96,322 PY2024
- Horizon Actuarial Services, LLC codes 11 50 $64,982 PY2024
- RBC Wealth Management codes 28 50 51 $29,359 PY2024
+32 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. 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
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+9 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
+9 connections on the graph
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