Pipefitters Local 636 Defined Benefit Pension Fund
Taft-Hartley plan, based in Troy, Michigan, reporting $489M in assets, for 3,192 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, United Actuarial Services, Inc appears on Pipefitters Local 636 Defined Benefit Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023).
7 more advisers, 3 more managers, 16 more commitments and 4 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- Invesco Balanced-Risk Allocation Tr3 commitments
- Loomis Sayles Global Growth Trust3 commitments
- Jpmcb Core Bond Fund3 commitments
- Invesco Trust Company3 commitments
- Walter Scott Ncs3 commitments
- Loomis Sayles3 commitments
Relationship network
43 connected entities19 observed commitments12 repeat counterparties13 dated commitments shown here, 2022 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 0.4%
- Non-interest-bearing cash 3.2%
- Partnership/joint venture interests 30.8%
- 103-12 investment entities 4.0%
- Common/collective trusts 16.9%
- Pooled separate accounts 8.0%
- Registered investment companies 33.5%
- Common stock 2.5%
- Real estate (other than employer real property) 0.1%
Consultants and advisers
- Benesys, Inc. General consultantthrough Dec 31, 2023 Form 5500
- Comerica Bank CustodianInvestment adviser (plan)through Dec 31, 2023 Form 5500
- Nepc, LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+7 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
- Invesco Trust Company3 rows, latest Dec 31, 2024
- Walter Scott Ncs3 rows, latest Dec 31, 2024
- Loomis Sayles3 rows, latest Dec 31, 2024
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- JP Morgan Chaseplan years
- Invesco Trust Companyplan years
- Loomis Sayles Trust Companyplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Consultant changedinferenceUnited Actuarial Services, Inc appears on Pipefitters Local 636 Defined Benefit Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with United Actuarial Services, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBNY Mellon no longer appears on Pipefitters Local 636 Defined Benefit Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with BNY Mellonaskebsa.dol.gov
- Jan 1, 2024Funded status changedPipefitters Local 636 Defined Benefit Pension Fund funded ratio 84.6% -> 89.3% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding startedPipefitters Local 636 Defined Benefit Pension Fund first reports an interest in NCS Group Trust (Walter Scott Ncs): $18M at 2023-12-31with Walter Scott Ncsaskebsa.dol.gov
- Dec 31, 2023Holding endedinferencePipefitters Local 636 Defined Benefit Pension Fund no longer reports NCS Group Trust - Global Fund (Walter Scott Ncs) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)with Walter Scott Ncsaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Invesco Balanced-Risk Allocation Trcollective trust | Invesco Trust Company | Multi-asset | $21.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NCS Group Trust103 12 ie | Walter Scott Ncs | Pooled vehicles | $19.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Global Growth Trustcollective trust | Loomis Sayles | Pooled vehicles | $22.6M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 3,192 | Not disclosed | Not disclosed | n/a | $489M | $151M | Not disclosed | $274,298 |
| 2023 to Dec 31, 2023 | 3,175 | Not disclosed | Not disclosed | n/a | $459M | $157M | Not disclosed | $303,328 |
| 2022 to Dec 31, 2022 | 3,207 | Not disclosed | Not disclosed | n/a | $422M | $152M | Not disclosed | Not disclosed |
- Benesys, Inc. codes 10 12 13 14 15 16 36 50 $312,616 PY2024
- Strome Actuarial Services LLC codes 11 50 $132,954 PY2024
- Nepc LLC codes 27 50 $90,000 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Pipefitters Local 636 Defined Benefit Pension Fund sits on 20 traced paths of capital across the graphs.
DFX traced 20 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
+8 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
+16 connections on the graph
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