Laborers Local 91 Pension Plan
Taft-Hartley plan, based in Niagara Falls, New York, reporting $3.1M in assets, for 589 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Laborers Local 91 Pension Plan total assets $7M -> $3M (-52.4%, 2024-05-31 to 2025-05-31).
3 more advisers and 2 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Relationship network
12 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.
- 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 1.3%
- Non-interest-bearing cash 22.7%
- U.S. Government securities 5.9%
- Other investments 2.9%
- Partnership/joint venture interests 0.2%
- Registered investment companies 24.5%
- Real estate (other than employer real property) 21.1%
Consultants and advisers
- JBM Computer Consultants General consultantthrough May 31, 2023 Form 5500
- Wells Fargo Advisors, LLC Investment adviser (plan)through May 31, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough May 31, 2024 Form 5500
+3 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
What changed
- May 31, 2025Assets changedLaborers Local 91 Pension Plan total assets $7M -> $3M (-52.4%, 2024-05-31 to 2025-05-31)
- Dec 31, 2024Consultant changedinferenceWells Fargo Bank no longer appears on Laborers Local 91 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Wells Fargo Advisors, LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changedLaborers Local 91 Pension Plan funded ratio 10.8% -> 6.6% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedLaborers Local 91 Pension Plan plan assets $10M -> $6M (-38.3%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedLaborers Local 91 Pension Plan total assets $10M -> $7M (-35.0%, 2023-05-31 to 2024-05-31)
+2 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
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 | 589 | Not disclosed | Not disclosed | n/a | $3.1M | $6,291 | Not disclosed | $664,178 |
| 2023 to May 31, 2024 | 574 | Not disclosed | Not disclosed | n/a | $6.6M | $8,899 | Not disclosed | $995,615 |
| 2022 to May 31, 2023 | 588 | Not disclosed | Not disclosed | n/a | $10.2M | $12,291 | Not disclosed | $1.1M |
- Laborers Local 91 Welfare Fund codes 15 49 $130,520 PY2024
- Acrisure codes 11 $110,344 PY2024
- Arcara Lenda Eusanio & Stacey Cpa's codes 10 $51,453 PY2024
+20 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
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2025-05-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-06-01source on record
+4 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+7 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.