DFX Intelligence

2 more dated events

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Plumbers & Pipefitters Local Union 719 Pension Fund

Taft-Hartley plan· Pembroke Pines, Florida

Taft-Hartley plan, based in Pembroke Pines, Florida, reporting $70.8M in assets, for 869 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $70.8M
Funded ratio: 93.2%
Fund commitments: 1
Managers: 1

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (1)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Penn Square Real Estate Group no longer appears on Plumbers & Pipefitters Local Union 719 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).

2 more dated events

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Capital path

who backs this record, through what, into what; each name opens its own path

Plumbers & Pipefitters Local Union 719 Pension Fund

Funds committed to

AB US Large Cap Growth Cit W-Pi2 commitments

Managers

Alliancebernstein L.P.2 commitments

Relationship network

26 connected entities2 observed commitments2 repeat counterpartiescommitments 2023 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.

What stands out

Reading the network

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.

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Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$70.8M

Total assets, Dec 31, 2024 reported

Funded

93.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: Trustees of the Plumbers & Pipefitters Local Union 719 Pension Fund

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 2.6%
Corporate debt instruments (other) 4.7%
U.S. Government securities 25.5%
Partnership/joint venture interests 5.5%
Common/collective trusts 9.7%
Registered investment companies 0.0%
Common stock 51.3%

Consultants and advisers

2 firms

Charles T Carr Actuarythrough Dec 31, 2023 Form 5500
Southern Actuarial Services Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Alliancebernstein L.P.2 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Alliancebernstein L.P.plan years
Atalanta Sosnoffplan years 2023
Penn Square Real Estate Groupplan years 2023

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

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What changed

7 events

Dec 31, 2024Manager relationship endedinference
Penn Square Real Estate Group no longer appears on Plumbers & Pipefitters Local Union 719 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Penn Square Real Estate Groupaskebsa.dol.gov
Jan 1, 2024Funded status changed
Plumbers & Pipefitters Local Union 719 Pension Fund funded ratio 96.5% -> 93.2% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Manager relationship started
Atalanta Sosnoff appears on Plumbers & Pipefitters Local Union 719 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Atalanta Sosnoffaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Anchor Capital appears on Plumbers & Pipefitters Local Union 719 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Anchor Capitalaskebsa.dol.gov
Dec 31, 2023Manager relationship started
Penn Square Real Estate Group appears on Plumbers & Pipefitters Local Union 719 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Penn Square Real Estate Groupaskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

2 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2024	AB US Large Cap Growth Cit W-Picollective trust	Alliancebernstein L.P.	Public equity	$6.9M held		Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	AB US Large Cap Growth Cit W-Picollective trust	Alliancebernstein L.P.	Public equity	$6.1M held		Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$70.8M Dec 31, 2024 reported Form 5500

$65.2M (2023-12) · $61.1M (2022-12)

Plan assets

$65.1M Jan 1, 2024 reported Form 5500

$60.9M (2023-01) · $74.4M (2022-01)

Net assets

$70.7M Dec 31, 2024 reported Form 5500

$65.1M (2023-12) · $60.9M (2022-12)

Funded ratio

93.2% Jan 1, 2024 reported Form 5500

96.5% (2023-01) · 100.1% (2022-01)

Participants

869 Jan 1, 2024 reported Form 5500

729 (2023-01) · 737 (2022-01)

Contributions

$2.1M Dec 31, 2024 reported Form 5500

$1.9M (2023-12) · $1.8M (2022-12)

Benefits paid

$5.4M Dec 31, 2024 reported Form 5500

$5.5M (2023-12) · $5.3M (2022-12)

Net investment income

$5.6M Dec 31, 2024 reported Form 5500

$4.2M (2023-12) · -$13.5M (2022-12)

Investment management fees

$277,710 Dec 31, 2024 reported Form 5500

$302,254 (2023-12) · $367,357 (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	869	Not disclosed	Not disclosed	n/a	$70.8M	$3.9M	Not disclosed	Not disclosed
2023 to Dec 31, 2023	729	Not disclosed	Not disclosed	n/a	$65.2M	Not disclosed	Not disclosed	$1.5M
2022 to Dec 31, 2022	737	Not disclosed	Not disclosed	n/a	$61.1M	Not disclosed	Not disclosed	$1.8M

Service providers and investment entities as filed (Schedule C and D, latest year first)

Neba codes 13 50 $121,075 PY2024
Atalanta Sosnoff codes 28 50 $97,937 PY2024
Columbia Management Investment codes 13 50 $90,208 PY2024

+37 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

Identifiers: EIN-PN 596178477-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Capital chain

Plumbers & Pipefitters Local Union 719 Pension Fund sits on 6 traced paths of capital across the graphs.

Allocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 6 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

7 dated events on the change ledger, latest event first

Manager relationship ended
2024-12-31source on record
Funded status changed
2024-01-01source on record
Manager relationship started
2023-12-31source on record

+4 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

+7 connections on the graph

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