Plumbers Local No. 8 Pension Plan
Taft-Hartley plan, based in Kansas City, Missouri, reporting $123M in assets, for 1,374 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Plumbers Local No. 8 Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $20M at 2025-05-31.
1 more adviser, 1 more manager, 9 more commitments and 14 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- NIS Core Fixed Income2 commitments
- Wash Capital Mortgage Income Fund2 commitments
- National Investment Services3 commitments
- Great Gray Trust Company3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
40 connected entities12 observed commitments8 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 0.1%
- Non-interest-bearing cash 1.7%
- Partnership/joint venture interests 7.3%
- Common/collective trusts 25.1%
- Registered investment companies 64.4%
Consultants and advisers
- Strategic Capital Investment Advisors Inc Investment adviser (plan)through May 31, 2025 Form 5500
- Bank of Labor CustodianTrusteethrough May 31, 2025 Form 5500
- Acrisure Actuarythrough May 31, 2024 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- National Investment Services3 rows, latest May 31, 2025
- Great Gray Trust Company3 rows, latest May 31, 2025
- Washington Capital Management, Inc.3 rows, latest May 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Servicesplan years 2023
- Dwsplan years 2025
- American Realty Advisorsplan years 2025
+4 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in NIS Core Fixed Income Qp Fund, LLC: $20M at 2025-05-31with NIS Core Fixed Income Qp Fund, LLCaskebsa.dol.gov
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in NIS Total Absolute Return Fund Qp: $2M at 2025-05-31with NIS Total Absolute Return Fund Qpaskebsa.dol.gov
- May 31, 2025Holding endedinferencePlumbers Local No. 8 Pension Plan no longer reports NIS Core Fixed Income (National Investment Svcs of Amer) (last held $2M at 2024-05-31; absent from the 2025-05-31 filing)with National Investment Svcs of Ameraskebsa.dol.gov
- May 31, 2025Holding endedinferencePlumbers Local No. 8 Pension Plan no longer reports Wash Capital Mortgage Income Fund (Washington Capital Management, Inc.) (last held $4M at 2024-05-31; absent from the 2025-05-31 filing)with Washington Capital Management, Inc.askebsa.dol.gov
- May 31, 2025Holding startedPlumbers Local No. 8 Pension Plan first reports an interest in U.S. Core Partners Collective Inves: $2M at 2025-05-31with U.S. Core Partners Collective Invesaskebsa.dol.gov
+14 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | U.S. Core Partners Collective Invescollective trust | Benefit Trust Company | Pooled vehicles | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Services | Fixed income | $852,395 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | NIS Total Absolute Return Fund Qpcollective trust | National Investment Services | Hedge / diversifiers | $2.1M held | Disclosed holding | askebsa.dol.gov |
+9 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 May 31, 2025 | 1,374 | Not disclosed | Not disclosed | n/a | $123M | $9.0M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 1,195 | Not disclosed | Not disclosed | n/a | $112M | $1.6M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 1,179 | Not disclosed | Not disclosed | n/a | $97.3M | $2.2M | Not disclosed | Not disclosed |
- National Investment Services codes 28 $66,643 PY2024
- Issi codes 70 $56,176 PY2024
- Strategic Capital Investment Adviso codes 27 $44,709 PY2024
+51 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers Local No. 8 Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-05-31source on record
- Holding in a pooled vehicle started2025-05-31source on record
- Holding in a pooled vehicle ended2025-05-31source on record
+16 more changes on this record's ledger
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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
+14 connections on the graph
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