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

International Association of Heat & Frost Insulators and Allied Workers 13 Pension

Taft-Hartley planColumbia, MD
Assets
$17.1M
Total assets, Dec 31, 2024 reported
Funded
117.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Allied Workers 13 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.4%
  • Pooled separate accounts 8.9%
  • Registered investment companies 89.6%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Principal U.S. Property Sa-Zseparate accountPrincipalReal estate$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$17.1M Dec 31, 2024 reported Form 5500
$15.9M (2023-12) · $14.8M (2022-12)
Plan assets
$15.9M Jan 1, 2024 reported Form 5500
$14.8M (2023-01) · $18.6M (2022-01)
Net assets
$17.1M Dec 31, 2024 reported Form 5500
$15.9M (2023-12) · $14.8M (2022-12)
Funded ratio
117.0% Jan 1, 2024 reported Form 5500
108.4% (2023-01) · 135.6% (2022-01)
Participants
131 Jan 1, 2024 reported Form 5500
137 (2023-01) · 146 (2022-01)
Contributions
$77,361 Dec 31, 2024 reported Form 5500
$71,268 (2023-12) · $66,130 (2022-12)
Benefits paid
$901,658 Dec 31, 2024 reported Form 5500
$904,463 (2023-12) · $932,411 (2022-12)
Net investment income
$1.2M Dec 31, 2024 reported Form 5500
$1.1M (2023-12) · $-3.8M (2022-12)
Investment management fees
$10,125 Dec 31, 2024 reported Form 5500
$13,500 (2023-12) · $14,000 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024131n/an/an/a$17.1Mn/an/an/a
2023 to Dec 31, 2023137n/an/an/a$15.9Mn/an/an/a
2022 to Dec 31, 2022146n/an/an/a$14.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    International Association of Heat & Frost Insulators and Allied Workers 13 Pension funded ratio 108.4% -> 117.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    International Association of Heat & Frost Insulators and Allied Workers 13 Pension funded ratio 135.6% -> 108.4% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    International Association of Heat & Frost Insulators and Allied Workers 13 Pension plan assets $19M -> $15M (-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 591086811-001
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.