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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

WA State Plumbing and Pipefitting Industry Pension Plan

Taft-Hartley planTukwila, WA
Assets
$1.3B
Total assets, Dec 31, 2024 reported
Funded
127.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
19
none on the tape
Plan sponsor: BOT, Wa State Plumbing and Pipefitting Industry Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Corporate debt instruments (other) 13.4%
  • Corporate debt instruments (preferred) 13.2%
  • U.S. Government securities 5.1%
  • Partnership/joint venture interests 8.0%
  • 103-12 investment entities 14.4%
  • Common/collective trusts 11.9%
  • Pooled separate accounts 4.3%
  • Registered investment companies 20.5%
  • Common stock 7.2%
  • Preferred stock 0.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
19 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$181M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$26.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$25.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles Large Cap Growth Truscollective trustLoomis SaylesPublic equity$97.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$54.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$178M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$28.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$30.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$38.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Loomis Sayles Large Cap Growth Truscollective trustLoomis SaylesPublic equity$85.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Panagora Risk Parity Multi Asset103 12 iePanagora Investment ManagerHedge / diversifiers$50.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$51.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$179M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$34.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Jpmcb Strategic Property Fundcollective trustJ.P. Morgan ChaseReal estate$37.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Invesco Balanced-Risk Allocation Trcollective trustInvesco Balanced-Risk Alloc. TrustMulti-asset$49.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Loomis Sayles Large Cap Growth Truscollective trustLoomis SaylesPublic equity$73.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Panagora Risk Parity Multi Asset103 12 iePanagora Investment ManagerHedge / diversifiers$47.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$49.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$1.3B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.1B (2022-12)
Plan assets
$1.2B Jan 1, 2024 reported Form 5500
$1.1B (2023-01) · $1.2B (2022-01)
Net assets
$1.3B Dec 31, 2024 reported Form 5500
$1.2B (2023-12) · $1.1B (2022-12)
Funded ratio
127.7% Jan 1, 2024 reported Form 5500
124.8% (2023-01) · 108.4% (2022-01)
Participants
10,311 Jan 1, 2024 reported Form 5500
10,084 (2023-01) · 9,895 (2022-01)
Contributions
$63.7M Dec 31, 2024 reported Form 5500
$55.9M (2023-12) · $54.1M (2022-12)
Benefits paid
$58.4M Dec 31, 2024 reported Form 5500
$53.6M (2023-12) · $52.0M (2022-12)
Net investment income
$91.7M Dec 31, 2024 reported Form 5500
$113M (2023-12) · $-123M (2022-12)
Investment management fees
$3.5M Dec 31, 2024 reported Form 5500
$2.9M (2023-12) · $3.4M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202410,311n/an/an/a$1.3B$101Mn/an/a
2023 to Dec 31, 202310,084n/an/an/a$1.2B$87.5Mn/an/a
2022 to Dec 31, 20229,895n/an/an/a$1.1B$83.3Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Washington Capital Management, Inc codes 28 51 $1.1M PY2024
  • Zenith American Solutions, Inc codes 13 15 49 50 $832,271 PY2024
  • Loomis Sayles codes 28 51 68 $764,973 PY2024
  • Quest Investment Management Inc. codes 28 51 68 $400,971 PY2024
  • PNC Capital Advisors codes 28 51 $314,943 PY2024
  • J.P. Morgan Investment Management codes 27 28 51 $292,489 PY2024
  • The Union Labor Life Insurance Co codes 28 51 53 $290,414 PY2024
  • US Bank N.A. codes 19 50 $275,216 PY2024
  • Milliman codes 11 17 38 50 $255,490 PY2024
  • Verus codes 27 50 $161,667 PY2024
  • Panagora Asset Management codes 28 51 68 $137,148 PY2024
  • Turner, Stoeve & Gagliardi, P.S. codes 29 50 $51,860 PY2024
  • Anastasi Moore & Martin, PLLC codes 10 50 $40,794 PY2024
  • Cliftonlarsonallen LLP codes 10 50 $40,395 PY2024
  • Barlow & Coughran, P.S. codes 29 50 $39,108 PY2024
  • Invesco Trust Company codes 28 51 $26,552 PY2024
  • Wells Fargo codes 49 50 $24,430 PY2024
  • Smart Source LLC codes 36 50 $17,937 PY2024
  • Service Printing Co codes 36 50 $11,275 PY2024
  • Iron Mountain codes 36 49 50 $8,642 PY2024
  • Segal Select Insurance Services codes 53 PY2024
  • WA Capital Joint Master Trust Fund Sched. D E $181M PY2024
  • Multi-Employer Property Trust Sched. D C $26.7M PY2024
  • COM Pen Trst Fd Strat Prop Sched. D C $25.6M PY2024
  • Loomis Sayles Largecap Growth Trust Sched. D C $97.5M PY2024
  • Ullico Separate Account J Sched. D P $54.1M PY2024
  • Panagora Group Trust Risk Parity Sched. D E PY2024
  • Invesco Bal Risk Allocation Trust Sched. D C PY2024
  • Milliman, Inc codes 11 PY2024
  • Washington Capital Management, Inc codes 28 51 $1.4M PY2023
  • Zenith American Solutions, Inc codes 13 15 49 50 $816,171 PY2023
  • Quest Investment Management Inc. codes 28 51 68 $320,009 PY2023
  • The Union Labor Life Insurance Co codes 28 51 53 $277,507 PY2023
  • J.P. Morgan Investment Management codes 27 28 51 $262,067 PY2023
  • Milliman codes 11 17 38 50 $236,473 PY2023
  • Loomis Sayles codes 28 51 68 $215,807 PY2023
  • Invesco Trust Company codes 28 51 $191,688 PY2023
  • US Bank N.A. codes 19 50 $122,489 PY2023
  • Panagora Asset Management codes 28 51 68 $86,928 PY2023
  • PNC Capital Advisors codes 28 51 $75,098 PY2023
  • Verus codes 27 50 $67,500 PY2023
  • Turner, Stoeve & Gagliardi, P.S. codes 29 50 $42,528 PY2023
  • Barlow Coughran Morales & Josephson codes 29 50 $40,381 PY2023
  • Cliftonlarsonallen LLP codes 10 50 $39,008 PY2023
  • Wells Fargo codes 49 50 $27,625 PY2023
  • Anastasi Moore & Martin, PLLC codes 10 50 $20,060 PY2023
  • Metlife Investment Management codes 28 50 $17,263 PY2023
  • Iron Mountain codes 36 49 50 $7,064 PY2023
  • Segal Select Insurance Services codes 53 PY2023
  • WA Capital Joint Master Trust Fund Sched. D E $178M PY2023
  • Multi-Employer Property Trust Sched. D C $28.9M PY2023
  • COM Pen Trst Fd Strat Prop Sched. D C $30.0M PY2023
  • Invesco Bal Risk Allocation Trust Sched. D C $38.5M PY2023
  • Loomis Sayles Largecap Growth Trust Sched. D C $85.2M PY2023
  • Panagora Group Trust Risk Parity Sched. D E $50.0M PY2023
  • Ullico Separate Account J Sched. D P $51.8M PY2023
  • Milliman, Inc codes 11 PY2023
  • Washington Capital Management, Inc codes 28 51 $1.4M PY2022
  • Zenith American Solutions, Inc codes 13 15 49 50 $794,334 PY2022
  • Loomis Sayles codes 28 51 68 $373,385 PY2022
  • J.P. Morgan Investment Management codes 27 28 51 $295,238 PY2022
  • Quest Investment Management Inc. codes 28 51 68 $285,625 PY2022
  • The Union Labor Life Insurance Co codes 28 51 53 $258,440 PY2022
  • Milliman codes 11 17 38 50 $236,055 PY2022
  • Invesco Trust Company codes 28 51 $199,733 PY2022
  • Panagora Asset Management codes 28 51 68 $178,530 PY2022
  • US Bank N.A. codes 19 50 $159,128 PY2022
  • Verus codes 27 50 $90,000 PY2022
  • Metlife Investment Management codes 28 50 $80,365 PY2022
  • Turner, Stoeve & Gagliardi codes 29 50 $51,158 PY2022
  • Cliftonlarsonallen LLP codes 10 50 $43,250 PY2022
  • Barlow Coughran Morales & Josephson codes 29 50 $31,040 PY2022
  • Anastasi Moore & Martin, PLLC codes 10 50 $31,040 PY2022
  • Wells Fargo codes 49 50 $19,766 PY2022
  • Segal Select Insurance Services codes 53 PY2022
  • Invesco Bal Risk Allocation Trust Sched. D C $49.8M PY2022
  • Loomis Sayles Largecap Growth Trust Sched. D C $73.4M PY2022
  • Panagora Group Trust Risk Parity Sched. D E $47.8M PY2022
  • Ullico Separate Account J Sched. D P $49.6M PY2022
  • WA Capital Joint Master Trust Fund Sched. D E $179M PY2022
What changed
9 events
  • Dec 31, 2024Holding endedinference
    WA State Plumbing and Pipefitting Industry Pension Plan no longer reports Invesco Balanced-Risk Allocation Tr (Invesco Balanced-Risk Alloc. Trust) (last held $39M at 2023-12-31; absent from the 2024-12-31 filing)
    with Invesco Balanced-Risk Alloc. Trustaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    WA State Plumbing and Pipefitting Industry Pension Plan no longer reports Panagora Risk Parity Multi Asset (Panagora Investment Manager) (last held $50M at 2023-12-31; absent from the 2024-12-31 filing)
    with Panagora Investment Manageraskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Metlife Investment Management no longer appears on WA State Plumbing and Pipefitting Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Metlife Investment Managementaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    WA State Plumbing and Pipefitting Industry Pension Plan funded ratio 124.8% -> 127.7% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    WA State Plumbing and Pipefitting Industry Pension Plan plan assets $1.1B -> $1.2B (+10.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    PNC Capital Advisors appears on WA State Plumbing and Pipefitting Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with PNC Capital Advisorsaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    WA State Plumbing and Pipefitting Industry Pension Plan total assets $1.1B -> $1.2B (+10.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    WA State Plumbing and Pipefitting Industry Pension Plan funded ratio 108.4% -> 124.8% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    WA State Plumbing and Pipefitting Industry Pension Plan plan assets $1.2B -> $1.1B (-10.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 916029141-001
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.