DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Taft-Hartley plan

Glaziers Local Union No 558 Pension Fund

Taft-Hartley planKansas City, MO
Assets
$47.1M
Total assets, Dec 31, 2024 reported
Funded
103.3%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
10
2 managers on Schedule C
Plan sponsor: Glaziers Local Union No 558 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.3%
  • Partnership/joint venture interests 25.4%
  • Common/collective trusts 58.1%
  • Pooled separate accounts 5.8%
  • Registered investment companies 8.9%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
10 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Prudential Core Conserv Fundcollective trustPrudential Trust Co.Pooled vehicles$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prudential High Yield Fundcollective trustPrudential Trust Co.Fixed income$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$21.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential Core Conserv Fundcollective trustPrudential Trust Co.Pooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prudential High Yield Fundcollective trustPrudential Trust Co.Fixed income$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$3.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bnym Mellon Afl-Cio Sl Broad Marketcollective trustBNY MellonPooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
20 readings
Total assets
$47.1M Dec 31, 2024 reported Form 5500
$40.2M (2022-12)
Plan assets
$43.8M Jan 1, 2024 reported Form 5500
$49.9M (2022-01)
Net assets
$47.0M Dec 31, 2024 reported Form 5500
$40.1M (2022-12)
Funded ratio
103.3% Jan 1, 2024 reported Form 5500
101.3% (2022-01)
Participants
726 Jan 1, 2024 reported Form 5500
748 (2022-01)
Contributions
$1.9M Dec 31, 2024 reported Form 5500
$2.0M (2022-12)
Benefits paid
$3.1M Dec 31, 2024 reported Form 5500
$3.1M (2022-12)
Net investment income
$3.2M Dec 31, 2024 reported Form 5500
$-9.8M (2022-12)
Investment management fees
$255,683 Dec 31, 2024 reported Form 5500
$234,338 (2022-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024726n/an/an/a$47.1M$11.9Mn/an/a
2022 to Dec 31, 2022748n/an/an/a$40.2M$7.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Wilson Mcshane Corporation codes 13 50 $82,400 PY2024
  • Neuberger Berman codes 28 52 $61,421 PY2024
  • Ullico codes 28 52 $58,099 PY2024
  • Arnold, Newbold, Sollars & Hollins codes 29 50 $58,053 PY2024
  • Riverbridge Partners, LLC codes 28 51 $56,471 PY2024
  • United Actuarial Services, Inc codes 11 17 50 $49,221 PY2024
  • Prudential Insurance codes 28 52 $35,408 PY2024
  • Segal Marco Advisors codes 50 $32,000 PY2024
  • Rubinbrown LLP codes 10 50 $26,400 PY2024
  • Construction Benefits Audit Corp codes 10 50 $19,589 PY2024
  • Prudential High Yield Bond Fund Sched. D C $2.6M PY2024
  • Prudential Core Conservative Bond Sched. D C $2.2M PY2024
  • Prisa Sched. D P $2.7M PY2024
  • Afl-Cio Building Investment Trust Sched. D C $1.5M PY2024
  • Bnym Afl-Cio Sl Broad Mkt Fd Sched. D C $21.1M PY2024
  • United Actuarial Services, Inc. codes 11 PY2024
  • Wilson Mcshane Corporation codes 13 50 $83,302 PY2022
  • Arnold, Newbold, Sollars & Hollins codes 50 $72,522 PY2022
  • Riverbridge Partners, LLC codes 28 51 $63,528 PY2022
  • Ullico codes 28 52 $49,492 PY2022
  • Segal Marco Advisors codes 50 $40,000 PY2022
  • United Actuarial Services, Inc codes 50 $35,986 PY2022
  • Prudential Insurance codes 28 52 $34,786 PY2022
  • Segal Select Insurance Services codes 23 50 $27,069 PY2022
  • Neuberger Berman codes $19,378 PY2022
  • Summers, Spencer, & Company codes 10 50 $16,300 PY2022
  • Prudential Trust codes 28 52 $14,048 PY2022
  • Pnc/afl-Cio codes 28 52 $12,363 PY2022
  • Construction Benefits Audit Corp codes 10 50 $11,383 PY2022
  • PRU High Yield Fund Sched. D C $2.1M PY2022
  • Afl-Cio Building Investment Trst Sched. D C $2.2M PY2022
  • Prisa Sched. D P $3.4M PY2022
  • Bnym Mellon Afl-Cio Sl Broad Mkt Fd Sched. D C $8.8M PY2022
  • PRU Core Conserv Bond Sched. D C $3.8M PY2022
  • United Actuarial Services, Inc. codes 11 PY2022
What changed
3 events
  • Dec 31, 2024Assets changed
    Glaziers Local Union No 558 Pension Fund total assets $40M -> $47M (+17.2%, 2022-12-31 to 2024-12-31)
  • Jan 1, 2024Funded status changed
    Glaziers Local Union No 558 Pension Fund funded ratio 101.3% -> 103.3% (2022-01-01 to 2024-01-01)
  • Jan 1, 2024Assets changed
    Glaziers Local Union No 558 Pension Fund plan assets $50M -> $44M (-12.2%, 2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 436106206-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.