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

Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan

Taft-Hartley planAtkins, AR
Assets
$4.9M
Total assets, Dec 31, 2024 reported
Funded
85.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Heat & Frost Insulators & Allied Workers Local Union 10
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.3%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (preferred) 10.8%
  • U.S. Government securities 17.5%
  • Common stock 67.0%
Consultants and advisers
1 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
30 readings
Total assets
$4.9M Dec 31, 2024 reported Form 5500
$4.4M (2023-12) · $4.0M (2022-12)
Plan assets
$4.4M Jan 1, 2024 reported Form 5500
$4.0M (2023-01) · $5.0M (2022-01)
Net assets
$4.9M Dec 31, 2024 reported Form 5500
$4.4M (2023-12) · $4.0M (2022-12)
Funded ratio
85.0% Jan 1, 2024 reported Form 5500
83.0% (2023-01) · 103.3% (2022-01)
Participants
103 Jan 1, 2024 reported Form 5500
106 (2023-01) · 105 (2022-01)
Contributions
$263,440 Dec 31, 2024 reported Form 5500
$232,996 (2023-12) · $251,932 (2022-12)
Benefits paid
$424,687 Dec 31, 2024 reported Form 5500
$415,097 (2023-12) · $381,591 (2022-12)
Net investment income
$483,784 Dec 31, 2024 reported Form 5500
$375,397 (2023-12) · $-1.0M (2022-12)
Investment management fees
$49,738 Dec 31, 2024 reported Form 5500
$44,837 (2023-12) · $47,577 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024103n/an/an/a$4.9Mn/an/an/a
2023 to Dec 31, 2023106n/an/an/a$4.4Mn/an/an/a
2022 to Dec 31, 2022105n/an/an/a$4.0Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship endedinference
    Highland Capital Management, LLC no longer appears on Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Highland Capital Managementaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan total assets $4M -> $5M (+10.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan funded ratio 83.0% -> 85.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan funded ratio 103.3% -> 83.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan plan assets $5M -> $4M (-20.3%, 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 716093109-001
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.