Glaziers Local 387 Pension Plan
Taft-Hartley plan, based in Indianapolis, Indiana, reporting $22.9M in assets, for 189 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Nov 2024, Glaziers Local 387 Pension Plan first reports an interest in Principal U.S. Property Sa-Z (Principal): $4M at 2024-11-30.
2 more advisers and 3 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- NIS Intermediate Fixed Income Fund2 commitments
- Lazard/wilmington International Equ2 commitments
- Principal U.S. Property Sa-Z1 commitment
- Principal2 commitments
- National Investment Svcs of Amer2 commitments
- Lazard Asset Management LLC2 commitments
Relationship network
25 connected entities6 observed commitments5 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
- 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 1.4%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 9.4%
- Common/collective trusts 19.1%
- Pooled separate accounts 16.6%
- Registered investment companies 10.6%
- Common stock 40.9%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Nov 30, 2023 Form 5500
- Dgperry CPAS + Advisors Actuarythrough Nov 30, 2024 Form 5500
- Principal Custodianthrough Nov 30, 2023 Form 5500
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Principal2 rows, latest Nov 30, 2024
- National Investment Svcs of Amer2 rows, latest Nov 30, 2024
- Lazard Asset Management LLC2 rows, latest Nov 30, 2024
- National Investment Svcs of Amerplan years
- Lazard Asset Management LLCplan years 2023
- National Investment Servicesplan years 2024
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Nov 30, 2024Holding startedGlaziers Local 387 Pension Plan first reports an interest in Principal U.S. Property Sa-Z (Principal): $4M at 2024-11-30with Principalaskebsa.dol.gov
- Nov 30, 2024Holding endedinferenceGlaziers Local 387 Pension Plan no longer reports Prin Real Estate Secs Sa-Z (Principal) (last held $4M at 2023-11-30; absent from the 2024-11-30 filing)with Principalaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedNational Investment Services appears on Glaziers Local 387 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with National Investment Servicesaskebsa.dol.gov
- Dec 1, 2023Funded status changedGlaziers Local 387 Pension Plan funded ratio 102.0% -> 104.6% (2022-12-01 to 2023-12-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | Principal U.S. Property Sa-Zseparate account | Principal | Real estate | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | NIS Intermediate Fixed Income Fundcollective trust | National Investment Svcs of Amer | Fixed income | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Lazard/wilmington International Equcollective trust | Lazard Asset Management LLC | Pooled vehicles | $2.3M held | Disclosed holding | askebsa.dol.gov |
+3 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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 189 | Not disclosed | Not disclosed | n/a | $22.9M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 198 | Not disclosed | Not disclosed | n/a | $20.8M | Not disclosed | Not disclosed | Not disclosed |
- Principal Financial Group codes 19 28 51 $41,872 PY2023
- Ledbetter Partners codes 29 50 $31,384 PY2023
- Cuni Rust & Strenk codes 11 50 $30,810 PY2023
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Glaziers Local 387 Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-11-30source on record
- Holding in a pooled vehicle ended2024-11-30source on record
- Manager relationship started2023-12-31source on record
+1 more change 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
+13 connections on the graph
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