Northern California Plastering Industry Pension Plan
Taft-Hartley plan, based in Dublin, California, reporting $172M in assets, for 1,731 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, JP Morgan Investment Management Inc appears on Northern California Plastering Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
4 more advisers, 6 more commitments and 3 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Secondary Opportunity Fund I3 commitments
- Russell 3000 Index Non-Lendable Fun3 commitments
- Jpmcb Strategic Property Fund3 commitments
- SEI Trust Company3 commitments
- Blackrock3 commitments
- J.P. Morgan Chase3 commitments
Relationship network
23 connected entities9 observed commitments6 repeat counterpartiescommitments 2022 to 2024
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 0.6%
- Non-interest-bearing cash 0.3%
- Partnership/joint venture interests 6.5%
- Common/collective trusts 24.1%
- Registered investment companies 67.3%
Consultants and advisers
- SEI Investment Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- J.P. Morgan Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2024 Form 5500
+4 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
- SEI Trust Company3 rows, latest Dec 31, 2024
- Blackrock3 rows, latest Dec 31, 2024
- J.P. Morgan Chase3 rows, latest Dec 31, 2024
- IFM Global Infrastructureplan years 2022
What changed
- Dec 31, 2024Manager relationship startedJP Morgan Investment Management Inc appears on Northern California Plastering Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedNorthern California Plastering Industry Pension Plan funded ratio 92.1% -> 96.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNorthern California Plastering Industry Pension Plan plan assets $142M -> $158M (+11.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceIFM Global Infrastructure Fund no longer appears on Northern California Plastering Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with IFM Global Infrastructureaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceJP Morgan Investment Management Inc no longer appears on Northern California Plastering Industry Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
+3 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 Dec 31, 2024 | SEI Secondary Opportunity Fund Icollective trust | SEI Trust Company | Private equity | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Russell 3000 Index Non-Lendable Funcollective trust | Blackrock | Pooled vehicles | $31.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Jpmcb Strategic Property Fundcollective trust | J.P. Morgan Chase | Real estate | $6.7M 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Dec 31, 2024 | 1,731 | Not disclosed | Not disclosed | n/a | $172M | $11.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,691 | Not disclosed | Not disclosed | n/a | $158M | $10.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,775 | Not disclosed | Not disclosed | n/a | $142M | $10.2M | Not disclosed | Not disclosed |
- SEI Investments codes 27 28 51 $375,090 PY2024
- Health Services & Benefit Admin. codes 12 13 15 36 38 50 $232,018 PY2024
- Withumsmith+brown, PC codes 10 50 $118,063 PY2024
+38 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
Provenance
Northern California Plastering Industry Pension Plan sits on 3 traced paths of capital across the graphs.
DFX traced 3 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.
Checking your plan…
Record history
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+5 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.