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

Plumber & Pipefitters Local 693 Defined Benefit Pension Plan

Taft-Hartley planSouth Burlington, VT
Assets
$31.4M
Plan assets, May 1, 2023 reported
Funded
80.5%
May 1, 2023
Private markets target
n/a
policy Apr 30, 2023
Commitments
2
none on the tape
Plan sponsor: Trustees-Plumbers & Pipefitters Local 693 Benefit Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2023
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Corporate debt instruments (other) 1.8%
  • U.S. Government securities 1.5%
  • Other investments 0.2%
  • Partnership/joint venture interests 47.6%
  • 103-12 investment entities 11.8%
  • Common/collective trusts 11.2%
  • Common stock 21.9%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2023Alger Collective Trustcollective trustSEI Trust CompanyPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$3.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$31.4M Apr 30, 2023 reported Form 5500
Plan assets
$31.4M May 1, 2023 reported Form 5500
$33.1M (2022-05)
Net assets
$31.4M Apr 30, 2023 reported Form 5500
Funded ratio
80.5% May 1, 2023 reported Form 5500
81.9% (2022-05)
Participants
436 May 1, 2023 reported Form 5500
426 (2022-05)
Contributions
$863,643 Dec 31, 2023 reported Form 5500
$1.5M (2023-04)
Benefits paid
$1.9M Dec 31, 2023 reported Form 5500
$3.2M (2023-04)
Net investment income
$-13.2M Dec 31, 2023 reported Form 5500
$-1.8M (2023-04)
Investment management fees
$74,564 Dec 31, 2023 reported Form 5500
$238,976 (2023-04)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Dec 31, 2023436n/an/an/an/an/an/an/a
2022 to Apr 30, 2023426n/an/an/a$31.4M$14.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2023Manager relationship endedinference
    Intercontinental Real Estate Corp. no longer appears on Plumber & Pipefitters Local 693 Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with International Real Estate Corporatiaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Segal, Bryant & Hamill no longer appears on Plumber & Pipefitters Local 693 Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Segall Bryant & Hamill LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Post Advisory Group, LLC no longer appears on Plumber & Pipefitters Local 693 Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Post Advisory Groupaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Boyd Waterson Asset Management LLC no longer appears on Plumber & Pipefitters Local 693 Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Boyd Watterson Asset Managementaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 036021153-001
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.