Plumbers & Steamfitters Local 248- Pension Trust Plan
Taft-Hartley plan, based in Lexington, Kentucky, reporting $83.9M in assets, for 663 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Umr no longer appears on Plumbers & Steamfitters Local 248- Pension Trust Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers, 6 more commitments and 2 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
- Multi-Employer Property Trust3 commitments
- ASB Labor Equity Index Fund3 commitments
- Great Gray Trust Company3 commitments
- NEW Tower Trust Company3 commitments
- Chevy Chase Trust Company3 commitments
Relationship network
26 connected entities9 observed commitments6 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 0.9%
- Corporate debt instruments (other) 2.0%
- U.S. Government securities 1.0%
- Partnership/joint venture interests 8.9%
- Common/collective trusts 51.6%
- Registered investment companies 22.1%
- Common stock 12.3%
Consultants and advisers
- Boyd Watterson Investment adviser (plan)through Mar 31, 2024 Form 5500
- Umr Pension consultantthrough Mar 31, 2023 Form 5500
- Standard Valuation Investment adviser (plan)through Mar 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Great Gray Trust Company3 rows, latest Mar 31, 2025
- NEW Tower Trust Company3 rows, latest Mar 31, 2025
- Chevy Chase Trust Company3 rows, latest Mar 31, 2025
- Zacks Investment Managementplan years 2023
- Boyd Wattersonplan years 2023
What changed
- Dec 31, 2024Consultant changedinferenceUmr no longer appears on Plumbers & Steamfitters Local 248- Pension Trust Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Umraskebsa.dol.gov
- Dec 31, 2024Manager relationship startedZacks Investment Management appears on Plumbers & Steamfitters Local 248- Pension Trust Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Zacks Investment Managementaskebsa.dol.gov
- Apr 1, 2024Funded status changedPlumbers & Steamfitters Local 248- Pension Trust Plan funded ratio 91.6% -> 96.1% (2023-04-01 to 2024-04-01)
- Apr 1, 2024Assets changedPlumbers & Steamfitters Local 248- Pension Trust Plan plan assets $71M -> $79M (+11.8%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedPlumbers & Steamfitters Local 248- Pension Trust Plan total assets $71M -> $80M (+11.7%, 2023-03-31 to 2024-03-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $2.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | ASB Labor Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $39.0M held | Disclosed holding | askebsa.dol.gov |
+6 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 Mar 31, 2025 | 663 | Not disclosed | Not disclosed | n/a | $83.9M | $7.4M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 655 | Not disclosed | Not disclosed | n/a | $79.5M | $7.4M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 643 | Not disclosed | Not disclosed | n/a | $71.2M | $5.0M | Not disclosed | Not disclosed |
- Zacks Investment Management codes 28 $68,842 PY2024
- Manning & Napier Advisors Inc codes 28 $59,326 PY2024
- Standard Valuations codes 27 $41,400 PY2024
+38 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Plumbers & Steamfitters Local 248- Pension Trust Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-04-01source on record
+4 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
+9 connections on the graph
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