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
Ironworkers Local No 55 Pension Plan
Taft-Hartley planMaumee, OH
Assets
$217M
Total assets, Apr 30, 2025 reported
Funded
89.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Ironworkers Local No. 55 Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.3%
- Corporate debt instruments (other) 1.9%
- Insurance company general account 7.6%
- Registered investment companies 53.5%
- Common stock 31.6%
Consultants and advisers
2 firms
- Cuni, Rust & Strenk Actuarythrough Apr 30, 2024 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Bank of Americaplan years 2023
- Huntingon Insuranceplan years 2023
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
30 readings
Investment management fees
$585,739 (2024-04) · $529,288 (2023-04)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 1,285 | n/a | n/a | n/a | $217M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 1,273 | n/a | n/a | n/a | $204M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 1,317 | n/a | n/a | n/a | $187M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Bank of America codes 49 51 52 56 60 $661,859 PY2024
- Noa codes 10 13 $181,475 PY2024
- Cuni, Rust & Strenk codes 11 50 $63,125 PY2024
- Asher Kelly codes 29 $15,436 PY2024
- Huntingon Insurance codes 28 $15,316 PY2024
- Clark, Schaefer, Hackett & Co. codes 10 $13,500 PY2024
- Cuni, Rust & Strenk codes 11 PY2024
- Bank of America codes 49 51 52 56 60 $573,393 PY2023
- Northwestern Ohio Administrators codes 10 13 $161,218 PY2023
- Cuni, Rust & Strenk codes 11 50 $61,775 PY2023
- Asher Kelly codes 29 $43,386 PY2023
- Huntingon Insurance codes 28 $17,962 PY2023
- Clark, Schaefer, Hackett & Co. codes 10 $11,000 PY2023
- Cuni, Rust & Strenk codes 11 PY2023
- Bank of America codes 49 51 52 56 60 $517,191 PY2022
- Northwestern Ohio Administrators codes 10 13 $96,325 PY2022
- Asher Kelly codes 29 $32,246 PY2022
- United Actuarial Services codes 11 $24,500 PY2022
- Huntingon Insurance codes 28 $15,316 PY2022
- Clark, Schaefer, Hackett & Co. codes 10 $8,900 PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
1 events
- May 1, 2023Funded status changedIronworkers Local No 55 Pension Plan funded ratio 86.5% -> 89.6% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346682351-001
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.