DFX Intelligence

Allocator Intelligence

Steamfitters Local Union No. 464 Pension Plan

Taft-Hartley plan· Omaha, Nebraska

Taft-Hartley plan, based in Omaha, Nebraska, reporting $251M in assets, for 1,775 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$251M
Funded ratio
110.5%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Apr 2024, Steamfitters Local Union No. 464 Pension Plan plan assets $205M -> $240M (+17.4%, 2023-04-01 to 2024-04-01).

Relationship network

8 connected entities

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.

Reading the network
  • Sponsor
  • 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 planShow
Taft-Hartley plan
Assets
$251M
Total assets, Mar 31, 2025 reported
Funded
110.5%
Apr 1, 2024
Private markets target
no policy read
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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

2 events
  • Apr 1, 2024Assets changed
    Steamfitters Local Union No. 464 Pension Plan plan assets $205M -> $240M (+17.4%, 2023-04-01 to 2024-04-01)
    askebsa.dol.gov
  • Mar 31, 2024Assets changed
    Steamfitters Local Union No. 464 Pension Plan total assets $205M -> $240M (+17.2%, 2023-03-31 to 2024-03-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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
Total assets
$251M Mar 31, 2025 reported Form 5500
$240M (2024-03) · $205M (2023-03)
Plan assets
$240M Apr 1, 2024 reported Form 5500
$205M (2023-04) · $215M (2022-04)
Net assets
$251M Mar 31, 2025 reported Form 5500
$240M (2024-03) · $205M (2023-03)
Funded ratio
110.5% Apr 1, 2024 reported Form 5500
110.2% (2023-04) · 110.9% (2022-04)
Participants
1,775 Apr 1, 2024 reported Form 5500
1,719 (2023-04) · 1,651 (2022-04)
Contributions
$13.4M Mar 31, 2025 reported Form 5500
$12.9M (2024-03) · $12.4M (2023-03)
Benefits paid
$10.5M Mar 31, 2025 reported Form 5500
$9.7M (2024-03) · $8.9M (2023-03)
Net investment income
$10.7M Mar 31, 2025 reported Form 5500
$35.5M (2024-03) · -$10.8M (2023-03)
Investment management fees
$751,751 Mar 31, 2025 reported Form 5500
$633,462 (2024-03) · $543,987 (2023-03)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20251,775Not disclosedNot disclosedn/a$251MNot disclosedNot disclosedNot disclosed
2023 to Mar 31, 20241,719Not disclosedNot disclosedn/a$240MNot disclosedNot disclosedNot disclosed
2022 to Mar 31, 20231,651Not disclosedNot disclosedn/a$205MNot disclosedNot disclosedNot disclosed
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

+21 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

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.

Not yet on record: fund commitments, managers.

Record history

2 dated events on the change ledger, latest event first
  • Total assets changed
    2024-04-01source on record
  • Total assets changed
    2024-03-31source 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

+4 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.