Plumbers Union Local No. 55 Pension Plan
Taft-Hartley plan, based in Brooklyn Heights, Ohio, reporting $102M 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, Wellington Trust Company no longer appears on Plumbers Union Local No. 55 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 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- ASB Allegiance Real Estate Fund2 commitments
- Commingled Pension Trust Fund (spec2 commitments
- Mondrian Global Fixed Income Fund1 commitment
- ABS Allegiance Real Estate2 commitments
- Jpmorgan Special Situations2 commitments
- Marathon International1 commitment
Relationship network
19 connected entities5 observed commitments4 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.
- Sponsor
- Fund or vehicle
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›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 0.7%
- Other investments 21.9%
- Common/collective trusts 7.1%
- Registered investment companies 56.2%
- Common stock 11.6%
Consultants and advisers
- Mariner (andco) Investment adviser (plan)through Apr 30, 2023 Form 5500
- Segal Actuarythrough Apr 30, 2023 Form 5500
People
Manager roster
- ABS Allegiance Real Estate2 rows, latest Apr 30, 2024
- Jpmorgan Special Situations2 rows, latest Apr 30, 2024
- Marathon International1 row, latest Apr 30, 2023
- Mariner (andco)plan years 2024
- Edgewood Management LLCplan years 2023
- PNC Bank, National Associationplan 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
- Dec 31, 2024Manager relationship endedinferenceWellington Trust Company no longer appears on Plumbers Union Local No. 55 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Company, Naaskebsa.dol.gov
- May 1, 2024Funded status changedPlumbers Union Local No. 55 Pension Plan funded ratio 83.9% -> 85.9% (2023-05-01 to 2024-05-01)
- Apr 30, 2024Holding endedinferencePlumbers Union Local No. 55 Pension Plan no longer reports Mondrian Global Fixed Income Fund (Marathon International) (last held $4M at 2023-04-30; absent from the 2024-04-30 filing)with Marathon Internationalaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $3.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2024 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2023 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $4.7M held | Disclosed holding | askebsa.dol.gov |
+2 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 Aug 31, 2024 | 1,315 | Not disclosed | Not disclosed | n/a | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 1,333 | Not disclosed | Not disclosed | n/a | $102M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 1,293 | Not disclosed | Not disclosed | n/a | $99.3M | Not disclosed | Not disclosed | Not disclosed |
- CDS Administrators codes 13 $70,586 PY2024
- Edgewood Management Co. codes 28 $42,641 PY2024
- Segal Company codes 11 $19,932 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-05-01source on record
- Holding in a pooled vehicle ended2024-04-30source 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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