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

Bricklayers & Allied Craftsmen Local 7 Pension

Taft-Hartley planCanfield, OH
Assets
$42.1M
Total assets, Apr 30, 2025 reported
Funded
14.9%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees - Bricklayers 7 and Allied Craftsman Local No 7
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 1.1%
  • Corporate debt instruments (other) 27.9%
  • U.S. Government securities 43.4%
  • Other investments 3.0%
  • Registered investment companies 16.2%
  • Common stock 5.9%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
28 readings
Total assets
$42.1M Apr 30, 2025 reported Form 5500
$42.4M (2024-04) · $43.8M (2023-04)
Plan assets
$5.8M May 1, 2024 reported Form 5500
$4.9M (2023-05) · $5.8M (2022-05)
Net assets
$42.0M Apr 30, 2025 reported Form 5500
$42.1M (2024-04) · $43.7M (2023-04)
Funded ratio
14.9% May 1, 2024 reported Form 5500
12.9% (2023-05) · 54.0% (2022-05)
Participants
375 May 1, 2024 reported Form 5500
366 (2023-05) · 131 (2022-05)
Contributions
$428,937 Apr 30, 2025 reported Form 5500
$521,092 (2024-04) · $427,704 (2023-04)
Benefits paid
$3.2M Apr 30, 2025 reported Form 5500
$3.1M (2024-04) · $4.0M (2023-04)
Net investment income
$-25,298 Apr 30, 2025 reported Form 5500
$-1.7M (2024-04) · $-3.4M (2023-04)
Investment management fees
$57,824 Apr 30, 2023 reported Form 5500
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025375n/an/an/a$42.1Mn/an/an/a
2023 to Apr 30, 2024366n/an/an/a$42.4Mn/an/an/a
2022 to Apr 30, 2023131n/an/an/a$43.8Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • May 1, 2024Assets changed
    Bricklayers & Allied Craftsmen Local 7 Pension plan assets $5M -> $6M (+20.4%, 2023-05-01 to 2024-05-01)
    askebsa.dol.gov
  • May 1, 2023Funded status changed
    Bricklayers & Allied Craftsmen Local 7 Pension funded ratio 54.0% -> 12.9% (2022-05-01 to 2023-05-01)
    askebsa.dol.gov
  • May 1, 2023Assets changed
    Bricklayers & Allied Craftsmen Local 7 Pension plan assets $6M -> $5M (-16.9%, 2022-05-01 to 2023-05-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346666798-001
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.