Nevada Resort Association Iatse Local 720 Retirement Plan
Taft-Hartley plan, based in LAS Vegas, Nevada, reporting $242M in assets, for 5,987 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Nevada Resort Association Iatse Local 720 Retirement Plan first reports an interest in Acadian Emrg Mkts Sm Cap Eq Fd (Acadian Asset Management): $8M at 2024-12-31.
3 more advisers, 4 more managers, 15 more commitments and 1 more dated event
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- Mackay Shields Collective Investmen3 commitments
- Panagora Group Trust Risk Parity3 commitments
- PRU Emerg Mkts Blend Debt Fund3 commitments
- Mackay Shields3 commitments
- Panagora Investment Manager3 commitments
- Prudential Trust Co.3 commitments
Relationship network
35 connected entities18 observed commitments13 repeat counterparties12 dated commitments shown here, 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 0.4%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (preferred) 0.0%
- Partnership/joint venture interests 16.2%
- 103-12 investment entities 8.8%
- Common/collective trusts 12.0%
- Pooled separate accounts 2.8%
- Registered investment companies 58.6%
Consultants and advisers
- Verus Advisory, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Midwest Institutional Trust Company Custodianthrough Dec 31, 2024 Form 5500
- BMO Harris Bank, N.A. Custodianthrough Dec 31, 2022 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Mackay Shields3 rows, latest Dec 31, 2024
- Panagora Investment Manager3 rows, latest Dec 31, 2024
- Prudential Trust Co.3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mackay Shieldsplan years
- Panagora Asset Management, Inc.plan years 2022
What changed
- Dec 31, 2024Holding startedNevada Resort Association Iatse Local 720 Retirement Plan first reports an interest in Acadian Emrg Mkts Sm Cap Eq Fd (Acadian Asset Management): $8M at 2024-12-31with Acadian Asset Managementaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceNevada Resort Association Iatse Local 720 Retirement Plan no longer reports Boston Partners Large Cap Val Eq Fd (Boston Partners) (last held $13M at 2023-12-31; absent from the 2024-12-31 filing)with Boston Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePanagora Asset Management no longer appears on Nevada Resort Association Iatse Local 720 Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Panagora Asset Management, Inc.askebsa.dol.gov
- Jan 1, 2024Assets changedNevada Resort Association Iatse Local 720 Retirement Plan plan assets $204M -> $227M (+11.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedNevada Resort Association Iatse Local 720 Retirement Plan total assets $205M -> $227M (+11.0%, 2022-12-31 to 2023-12-31)
+1 more dated event
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 | Mackay Shields Collective Investmencollective trust | Mackay Shields | Pooled vehicles | $11.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Panagora Group Trust Risk Parity103 12 ie | Panagora Investment Manager | Hedge / diversifiers | $13.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | PRU Emerg Mkts Blend Debt Fundcollective trust | Prudential Trust Co. | Private credit | $12.6M held | Disclosed holding | askebsa.dol.gov |
+15 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 Dec 31, 2024 | 5,987 | Not disclosed | Not disclosed | n/a | $242M | $39.2M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 5,458 | Not disclosed | Not disclosed | n/a | $227M | $36.3M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 5,238 | Not disclosed | Not disclosed | n/a | $205M | $29.1M | Not disclosed | Not disclosed |
- Rubinbrown, LLP codes 10 $220,288 PY2024
- Zenith American Solutions, Inc. codes 13 $210,485 PY2024
- Verus Advisory, Inc. codes 27 $147,000 PY2024
+54 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Nevada Resort Association Iatse Local 720 Retirement Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 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 started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+3 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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