Roofers Local No 20 Pension Plan
Taft-Hartley plan, based in Raytown, Missouri, reporting $110M in assets, for 1,315 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Delaware Investments no longer appears on Roofers Local No 20 Pension Plan's Schedule C as investment manager (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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Relationship network
16 connected entities
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
- 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 2.9%
- Corporate debt instruments (other) 13.8%
- U.S. Government securities 15.0%
- Other investments 0.6%
- Partnership/joint venture interests 2.6%
- Registered investment companies 23.9%
- Common stock 40.4%
Consultants and advisers
- Morgan Stanley Smith Barney Investment adviser (plan)through May 31, 2023 Form 5500
- Horizzon Actuarial Services LLC Actuarythrough May 31, 2024 Form 5500
- Horizon Actuarial Services 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.
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People
Manager roster
- Archer Investment Managementplan years 2025
- Delaware Investmentsplan years 2024
- Aristotleplan years 2023, 2024
+5 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceDelaware Investments no longer appears on Roofers Local No 20 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Delaware Investmentsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedArcher Investment Management appears on Roofers Local No 20 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Archer Investment Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIronwood Capital Management no longer appears on Roofers Local No 20 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ironwood Capital Managementaskebsa.dol.gov
- Jun 1, 2024Funded status changedRoofers Local No 20 Pension Plan funded ratio 103.6% -> 106.4% (2023-06-01 to 2024-06-01)
- Dec 31, 2023Manager relationship startedDelaware Investments appears on Roofers Local No 20 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Delaware Investmentsaskebsa.dol.gov
Commitments
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 | 1,315 | Not disclosed | Not disclosed | n/a | $110M | $2.8M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 1,274 | Not disclosed | Not disclosed | n/a | $105M | $2.9M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 1,277 | Not disclosed | Not disclosed | n/a | $96.2M | $12.9M | Not disclosed | Not disclosed |
- Bank of Labor codes 19 50 65 $103,575 PY2024
- Morgan Stanley Smith Barney codes 27 50 72 $100,226 PY2024
- Fiduciary Management codes 28 51 $94,802 PY2024
+34 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+2 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
+15 connections on the graph
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