Plumbers and Pipefitters Local Union No. 803 Pension Fund
Taft-Hartley plan, based in Fleming Island, Florida, reporting $51.5M in assets, for 947 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Aug 2024, Plumbers and Pipefitters Local Union No. 803 Pension Fund funded ratio 95.1% -> 98.2% (2023-08-01 to 2024-08-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
13 connected entities3 observed commitments2 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.
- 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 0.7%
- Non-interest-bearing cash 2.1%
- Other investments 4.7%
- Common/collective trusts 3.8%
- Registered investment companies 57.9%
- Common stock 30.1%
Consultants and advisers
- Morgan Stanley Smith Barney, LLC Custodianthrough Jul 31, 2024 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Jul 31, 2023 Form 5500
- Southern Actuarial Services Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- NEW Tower Trust Company3 rows, latest Jul 31, 2025
- Foundry Partners LLCplan years 2023
What changed
- Aug 1, 2024Funded status changedPlumbers and Pipefitters Local Union No. 803 Pension Fund funded ratio 95.1% -> 98.2% (2023-08-01 to 2024-08-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.2M held | Disclosed holding | askebsa.dol.gov |
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 Jul 31, 2025 | 947 | Not disclosed | Not disclosed | n/a | $51.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 939 | Not disclosed | Not disclosed | n/a | $47.5M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 966 | Not disclosed | Not disclosed | n/a | $43.2M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley Smith Barney, LLC codes 15 19 27 33 49 50 55 64 71 72 99 $200,103 PY2024
- MY Benefits Administrator, LLC codes 12 13 14 36 49 $95,739 PY2024
- National Employee Benefits Admin. codes 12 13 14 36 49 $54,913 PY2024
+22 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
Record history
- Funded status changed2024-08-01source 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
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.