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
International Union of Bricklayers and Allied Craftsmen Local #8 Pension Plan
Taft-Hartley planIthaca, NY
Assets
$20.8M
Total assets, Apr 30, 2025 reported
Funded
95.5%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: International Union of Bricklayers and Allied Craftsmen Local #8 Pensi
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 3.5%
- Non-interest-bearing cash 0.7%
- Registered investment companies 90.7%
- Real estate (other than employer real property) 3.6%
Consultants and advisers
2 firms
- O'Sullivan & Associates Actuarythrough Apr 30, 2023 Form 5500
- O'Sullivan Associates Actuarythrough Apr 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Peirce Park Groupplan years 2023
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
Investment management fees
$95,071 (2024-04) · $87,066 (2023-04)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 250 | n/a | n/a | n/a | $20.8M | n/a | n/a | $753,960 |
| 2023 to Apr 30, 2024 | 250 | n/a | n/a | n/a | $19.2M | n/a | n/a | $917,895 |
| 2022 to Apr 30, 2023 | 232 | n/a | n/a | n/a | $17.9M | n/a | n/a | $1.3M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Peirce Park Group codes 28 50 $110,544 PY2024
- O'Sullivan Associates Inc codes 11 50 $20,865 PY2024
- Tronconi Segarra & Associates LLP codes 10 50 $19,480 PY2024
- Lipsitz Green Scime Cambria codes 29 50 $17,531 PY2024
- Arcara Lenda Eusanio & Stacey CPAS codes 10 50 $13,850 PY2024
- O'Sullivan Associates, Inc. codes 11 PY2024
- Peirce Park Group codes 28 50 $95,071 PY2023
- O'Sullivan Associates Inc codes 11 50 $23,490 PY2023
- Tronconi Segarra & Associates LLP codes 10 50 $14,975 PY2023
- Arcara Lenda Eusanio & Stacey CPAS codes 10 50 $14,762 PY2023
- Lipsitz Green Scime Cambria codes 29 50 $13,640 PY2023
- O'Sullivan Associates, Inc. codes 11 PY2023
- Peirce Park Group codes 28 50 $87,066 PY2022
- O'Sullivan Associates Inc codes 11 50 $21,225 PY2022
- Tronconi Segarra & Associates LLP codes 10 50 $14,131 PY2022
- Lipsitz Green Scime Cambria codes 29 50 $11,826 PY2022
- Arcara Lenda Eusanio & Stacey CPAS codes 10 50 $7,749 PY2022
- O'Sullivan Associates, Inc. codes 11 PY2022
What changed
1 events
- May 1, 2023Funded status changedInternational Union of Bricklayers and Allied Craftsmen Local #8 Pension Plan funded ratio 91.1% -> 93.5% (2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 161077912-001
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.