Plumbers and Steamfitters Loc 131 Pension Plan
Taft-Hartley plan, based in Wallingford, Connecticut, reporting $24.2M in assets, for 660 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, Newtower Trust Company no longer appears on Plumbers and Steamfitters Loc 131 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022).
1 more commitment
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- Multi-Employer Property Trust1 commitment
- Fixed Income Group Trust1 commitment
- Invesco Macro Allocation Strategy1 commitment
- Segal Advisors, Inc.2 commitments
- NEW Tower Trust Company1 commitment
- Invesco Trust Company1 commitment
Relationship network
20 connected entities4 observed commitments2 repeat counterpartiescommitments 2023
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 0.3%
- Non-interest-bearing cash 2.9%
- 103-12 investment entities 78.0%
- Common/collective trusts 16.4%
Consultants and advisers
- Segal General consultantActuarythrough Oct 31, 2023 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Oct 31, 2023 Form 5500
- Comerica Bank Pension consultantthrough Oct 31, 2023 Form 5500
People
Manager roster
- Segal Advisors, Inc.2 rows, latest Oct 31, 2023
- NEW Tower Trust Company1 row, latest Oct 31, 2023
- Invesco Trust Company1 row, latest Oct 31, 2023
- Segal Advisors, Inc.plan years
- Invesco Trust Companyplan years
- Newtower Trust Companyplan years 2023
What changed
- Dec 31, 2023Manager relationship endedinferenceNewtower Trust Company no longer appears on Plumbers and Steamfitters Loc 131 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Newtower Trust Companyaskebsa.dol.gov
- Nov 1, 2023Funded status changedPlumbers and Steamfitters Loc 131 Pension Plan funded ratio 57.3% -> 60.7% (2022-11-01 to 2023-11-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Invesco Macro Allocation Strategycollective trust | Invesco Trust Company | Pooled vehicles | $1.2M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment
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 |
|---|---|---|---|---|---|---|---|---|
| 2023 to Oct 31, 2024 | 660 | Not disclosed | Not disclosed | n/a | Not disclosed | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 638 | Not disclosed | Not disclosed | n/a | $24.3M | Not disclosed | Not disclosed | Not disclosed |
- Segal Company codes 16 50 $78,352 PY2023
- Segal Marco Advisors codes 27 50 $69,431 PY2023
- Zenith American Solutions codes 13 50 $63,996 PY2023
+21 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
Plumbers and Steamfitters Loc 131 Pension Plan sits on 9 traced paths of capital across the graphs.
DFX traced 9 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 ended2023-12-31source on record
- Funded status changed2023-11-01source on record
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.