I.U.O.E. Local 57 Pension Plan
Taft-Hartley plan, based in Johnston, Rhode Island, reporting $296M in assets, for 964 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2025, I.U.O.E. Local 57 Pension Plan total assets $259M -> $296M (+14.3%, 2024-12-31 to 2025-12-31).
9 more commitments 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust4 commitments
- Equity Group Trust4 commitments
- Fixed Income Group Trust4 commitments
- Segal Advisors, Inc.8 commitments
- Great Gray Trust Company4 commitments
Relationship network
14 connected entities12 observed commitments5 repeat counterpartiescommitments 2022 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 1.2%
- Insurance company general account 1.1%
- Other investments 0.9%
- Partnership/joint venture interests 18.3%
- 103-12 investment entities 75.6%
- Common/collective trusts 2.0%
Consultants and advisers
- Segal Actuarythrough Dec 31, 2025 Form 5500
People
Manager roster
- Segal Advisors, Inc.8 rows, latest Dec 31, 2025
- Great Gray Trust Company4 rows, latest Dec 31, 2025
- Segal Advisors, Inc.plan years
What changed
- Dec 31, 2025Assets changedI.U.O.E. Local 57 Pension Plan total assets $259M -> $296M (+14.3%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedI.U.O.E. Local 57 Pension Plan funded ratio 103.1% -> 109.0% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedI.U.O.E. Local 57 Pension Plan plan assets $230M -> $258M (+12.5%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedI.U.O.E. Local 57 Pension Plan total assets $230M -> $259M (+12.5%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedI.U.O.E. Local 57 Pension Plan plan assets $202M -> $230M (+13.9%, 2023-01-01 to 2024-01-01)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $6.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Equity Group Trust103 12 ie | Segal Advisors, Inc. | Public equity | $153M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $70.1M held | Disclosed holding | askebsa.dol.gov |
+9 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 964 | Not disclosed | Not disclosed | n/a | $296M | $54.1M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 894 | Not disclosed | Not disclosed | n/a | $259M | $45.8M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 856 | Not disclosed | Not disclosed | n/a | $230M | $45.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 782 | Not disclosed | Not disclosed | n/a | $202M | $43.5M | Not disclosed | Not disclosed |
- Segal Company codes 11 $387,967 PY2025
- Segal Macro Advisors Inc codes 20 $97,504 PY2025
- Aetna Life Insurance Company codes 13 $63,844 PY2025
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2025-12-31source on record
- Funded status changed2025-01-01source on record
- Total assets changed2025-01-01source 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
+3 connections on the graph
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