Bricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan
Taft-Hartley plan, based in Buffalo, New York, reporting $27.0M in assets, for 670 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Bricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan no longer reports Master Income-Plus Group Trust (last held $18,729 at 2024-05-31; absent from the 2025-05-31 filing).
1 more adviser and 4 more commitments
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- Proloan Bond Fund LLC3 commitments
- Rainier Multiple Investment Trust2 commitments
- Master Income-Plus Group Trust2 commitments
- Proloan Bond Fund3 commitments
Relationship network
18 connected entities7 observed commitments4 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 2.4%
- Non-interest-bearing cash 1.6%
- Corporate debt instruments (other) 12.3%
- U.S. Government securities 0.1%
- Other investments 2.3%
- Partnership/joint venture interests 22.1%
- 103-12 investment entities 5.0%
- Registered investment companies 32.5%
- Common stock 18.5%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Custodianthrough May 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough May 31, 2023 Form 5500
- Wilmington Trust Custodianthrough 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Proloan Bond Fund3 rows, latest May 31, 2025
- Proloan Bond Fundplan years
- Manning & Napier Advisors, LLCplan years 2023
What changed
- May 31, 2025Holding endedinferenceBricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan no longer reports Master Income-Plus Group Trust (last held $18,729 at 2024-05-31; absent from the 2025-05-31 filing)with Master Income-Plus Group Trustaskebsa.dol.gov
- May 31, 2025Holding endedinferenceBricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan no longer reports Rainier Multiple Investment Trust (last held $649,836 at 2024-05-31; absent from the 2025-05-31 filing)with Rainier Multiple Investment Trustaskebsa.dol.gov
- Jun 1, 2023Funded status changedBricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan funded ratio 39.8% -> 42.1% (2022-06-01 to 2023-06-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Rainier Multiple Investment Trustcollective trust | Rainier Multiple Investment Trust | Pooled vehicles | $649,836 held | Disclosed holding | askebsa.dol.gov |
+4 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 May 31, 2025 | 670 | Not disclosed | Not disclosed | n/a | $27.0M | $6.0M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 666 | Not disclosed | Not disclosed | n/a | $25.2M | $4.7M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 671 | Not disclosed | Not disclosed | n/a | $23.3M | $3.1M | Not disclosed | Not disclosed |
- The Segal Company codes 11 50 $58,075 PY2024
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 $34,185 PY2024
- Slevin & Hart PC codes 29 50 $24,091 PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
- Funded status changed2023-06-01source 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
+7 connections on the graph
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