Shopmen Local Union 502 Pension Plan
Taft-Hartley plan, based in Limerick, Pennsylvania, reporting $75.2M in assets, for 1,189 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Graystone Consulting Morgan Stanley appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
4 more advisers 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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Relationship network
16 connected entities
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
- 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 5.7%
- Non-interest-bearing cash 0.0%
- Partnership/joint venture interests 16.4%
- Registered investment companies 73.3%
- Common stock 4.1%
Consultants and advisers
- National Investment Services Investment adviser (plan)through Dec 31, 2024 Form 5500
- Graystone Consulting Morgan Stanley Investment adviser (plan)through Dec 31, 2024 Form 5500
- Boston Partners Investment adviser (plan)through 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
- IDR Investment Management LLCplan years 2023
- The Vanguard Groupplan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceGraystone Consulting Morgan Stanley appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Graystone Consulting Morgan Stanleyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceBoston Partners appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Boston Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceThe Vanguard Group no longer appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Vanguard Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNational Investment Services appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with National Investment Servicesaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedIDR Investment Management appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with IDR Investment Management LLCaskebsa.dol.gov
+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
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 | 1,189 | Not disclosed | Not disclosed | n/a | $75.2M | $12.3M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,204 | Not disclosed | Not disclosed | n/a | $72.9M | $3.4M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,240 | Not disclosed | Not disclosed | n/a | $67.5M | $4.0M | Not disclosed | Not disclosed |
- The Segal Company codes 11 22 50 $52,200 PY2024
- Graystone Consulting Morgan Stanley codes 27 50 72 $35,000 PY2024
- Doreen Friel codes 30 50 $30,800 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
- Manager relationship ended2024-12-31source 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
+10 connections on the graph
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