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
Operative Plasterers and Cement Masons New Orleans Area Pension Plan
Taft-Hartley planGoodlettsville, TN
Assets
$3.3M
Total assets, Jul 31, 2024 reported
Funded
115.2%
Aug 1, 2023
Private markets target
n/a
policy Jul 31, 2024
Commitments
1
none on the tape
Plan sponsor: B.O.T. - Operative Plasterers and Cement Masons New Orleans Area
Allocation policy
Form 5500, as of Jul 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 5.4%
- Other investments 0.2%
- Common/collective trusts 47.3%
- Registered investment companies 47.1%
Consultants and advisers
3 firms
- Segal Actuarythrough Jul 31, 2024 Form 5500
- Mm/mutual Funds/coll Trust Fund Custodianthrough Jul 31, 2024 Form 5500
- Segal Consulting Actuarythrough Jul 31, 2024 Form 5500
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
- Afl-Cio Equity Fund1 rows, latest Jul 31, 2024
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2024 | ASB Labor Equity Index Fundcollective trust | Afl-Cio Equity Fund | Public equity | $1.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
9 readings
Total assets
Plan assets
Net assets
Funded ratio
Participants
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jul 31, 2024 | 102 | n/a | n/a | n/a | $3.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- The Segal Company codes 11 17 $40,290 PY2023
- Southern Benefit Administrators codes 14 $29,458 PY2023
- Daniels, Irwin & Aylor codes 10 $10,750 PY2023
- The Kullman Firm codes 29 $3,515 PY2023
- Mm/mutual Funds/coll Trust Fund codes 19 28 PY2023
- ASB Labor Equity Index Fund Sched. D C $1.6M PY2023
- Segal Consulting codes 11 PY2023
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 726063351-001
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.