DFX Intelligence

Allocator Intelligence

Upper Peninsula Plumbers & Pipefitters Pension Plan

Taft-Hartley plan· Greendale, Wisconsin

Taft-Hartley plan, based in Greendale, Wisconsin, reporting $72.4M in assets, for 759 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$72.4M
Funded ratio
73.1%
Fund commitments
3
Managers
2
View relationshipsAsk DFX about this allocator
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Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (3)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Suggest a correction

Nothing material in the last 90 days. Last change: Dec 31, 2024, Marquette Associates no longer appears on Upper Peninsula Plumbers & Pipefitters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).

4 more commitments and 2 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.

Capital path

who backs this record, through what, into what; each name opens its own path
Upper Peninsula Plumbers & Pipefitters Pension Plan
Funds committed to
Managers

Relationship network

26 connected entities7 observed commitments5 repeat counterpartiescommitments 2023 to 2025

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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$72.4M
Total assets, Jun 30, 2025 reported
Funded
73.1%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
3
2 managers on Schedule C
Plan sponsor: Trustees of the Upper Peninsula Plumbers & Pipefitters Pension

Allocation policy

Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Corporate debt instruments (other) 8.6%
  • U.S. Government securities 9.4%
  • Other investments 0.4%
  • Partnership/joint venture interests 18.7%
  • Common/collective trusts 25.0%
  • Pooled separate accounts 4.1%
  • Registered investment companies 29.1%
  • Real estate (other than employer real property) 1.3%

Consultants and advisers

3 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

What changed

7 events
  • Dec 31, 2024Manager relationship endedinference
    Marquette Associates no longer appears on Upper Peninsula Plumbers & Pipefitters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Marquette Associates Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    RBC Glocal Asset Management no longer appears on Upper Peninsula Plumbers & Pipefitters Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with RBC Glocal Asset Managementaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Upper Peninsula Plumbers & Pipefitters Pension Plan funded ratio 70.5% -> 73.1% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Holding started
    Upper Peninsula Plumbers & Pipefitters Pension Plan first reports an interest in Prisa (Prudential Insurance Company of Ame): $1M at 2024-06-30
    with Prudential Insurance Company of Ameaskebsa.dol.gov
  • Jun 30, 2024Holding started
    Upper Peninsula Plumbers & Pipefitters Pension Plan first reports an interest in Prisa II Sa (Prudential Insurance Company of Ame): $2M at 2024-06-30
    with Prudential Insurance Company of Ameaskebsa.dol.gov

+2 more dated events

Every name, record and relationship behind this count, with the source on each.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

7 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Afl-Cio Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$18.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prisaseparate accountPrudential Insurance Company of AmePooled vehicles$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov

+4 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

30 readings
Total assets
$72.4M Jun 30, 2025 reported Form 5500
$68.0M (2024-06) · $64.9M (2023-06)
Plan assets
$68.0M Jul 1, 2024 reported Form 5500
$64.8M (2023-07) · $63.7M (2022-07)
Net assets
$72.4M Jun 30, 2025 reported Form 5500
$68.0M (2024-06) · $64.8M (2023-06)
Funded ratio
73.1% Jul 1, 2024 reported Form 5500
70.5% (2023-07) · 69.9% (2022-07)
Participants
759 Jul 1, 2024 reported Form 5500
739 (2023-07) · 762 (2022-07)
Contributions
$5.2M Jun 30, 2025 reported Form 5500
$4.7M (2024-06) · $4.7M (2023-06)
Benefits paid
$8.1M Jun 30, 2025 reported Form 5500
$8.2M (2024-06) · $8.0M (2023-06)
Net investment income
$4.4M Jun 30, 2025 reported Form 5500
$3.1M (2024-06) · $1.1M (2023-06)
Investment management fees
$98,249 Jun 30, 2025 reported Form 5500
$107,384 (2024-06) · $101,884 (2023-06)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025759Not disclosedNot disclosedn/a$72.4M$13.5MNot disclosed$956,204
2023 to Jun 30, 2024739Not disclosedNot disclosedn/a$68.0M$12.4MNot disclosed$1.1M
2022 to Jun 30, 2023762Not disclosedNot disclosedn/a$64.9M$12.6MNot disclosed$1.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Novara, Teisja & Catenacci codes PY2024
  • Milliman codes PY2024
  • Zenith American Solutions codes PY2024

+32 more service providers

Every name, record and relationship behind this count, with the source on each.

Provenance

Identifiers: EIN-PN 386233970-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Record history

7 dated events on the change ledger, latest event first
  • Manager relationship ended
    2024-12-31source on record
  • Manager relationship ended
    2024-12-31source on record
  • Funded status changed
    2024-07-01source on record

+4 more changes on this record's ledger

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

+8 connections on the graph