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
Steamfitters Local Union No. 464 Pension Plan
Taft-Hartley planOmaha, NE
Assets
$251M
Total assets, Mar 31, 2025 reported
Funded
110.5%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Steamfitters Local Union No. 464
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 18.8%
- U.S. Government securities 13.6%
- Other investments 0.5%
- Registered investment companies 25.3%
- Common stock 41.0%
Consultants and advisers
2 firms
- Investment Consulting Group Pension consultantthrough Mar 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Mar 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- First National Bank of Omahaplan 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
$633,462 (2024-03) · $543,987 (2023-03)
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 Mar 31, 2025 | 1,775 | n/a | n/a | n/a | $251M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,719 | n/a | n/a | n/a | $240M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,651 | n/a | n/a | n/a | $205M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- First National Bank codes 20 51 64 $479,925 PY2024
- Dana Investment Advisors codes 10 $271,826 PY2024
- Benesys Inc codes 14 $149,148 PY2024
- Blake & Uhlig, PA codes 29 $91,314 PY2024
- O'Donnell, Ficenec, Wills & Ferdig codes 10 $51,619 PY2024
- United Actuarial Services, Inc. codes 11 $42,950 PY2024
- Investment Consulting Group codes 17 $34,000 PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- First National Bank codes 20 51 64 $423,367 PY2023
- Dana Investment Advisors codes 10 $210,095 PY2023
- Benesys Inc codes 14 $146,976 PY2023
- Blake & Uhlig, PA codes 29 $78,092 PY2023
- O'Donnell, Ficenec, Wills & Ferdig codes 10 $67,552 PY2023
- United Actuarial Services, Inc. codes 11 $56,892 PY2023
- Investment Consulting Group codes 17 $34,000 PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- First National Bank codes 20 51 64 $339,548 PY2022
- Dana Investment Advisors codes 10 $204,439 PY2022
- Benesys Inc codes 14 $142,698 PY2022
- Blake & Uhlig, PA codes 29 $102,812 PY2022
- O'Donnell, Ficenec, Wills & Ferdig codes 10 $61,396 PY2022
- United Actuarial Services, Inc. codes 11 $45,267 PY2022
- Investment Consulting Group codes 17 $30,800 PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
2 events
- Apr 1, 2024Assets changedSteamfitters Local Union No. 464 Pension Plan plan assets $205M -> $240M (+17.4%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedSteamfitters Local Union No. 464 Pension Plan total assets $205M -> $240M (+17.2%, 2023-03-31 to 2024-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 476045941-001
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.