Sheet Metal Workers Local 194 Industrial Pension Fund
Taft-Hartley plan, based in Wayne, Pennsylvania, reporting $3.9M in assets, for 239 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Sheet Metal Workers Local 194 Industrial Pension Fund funded ratio 100.7% -> 108.1% (2023-12-31 to 2024-01-01).
27 more commitments
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- Large Cp Growth II Fd(ab)3 commitments
- Ssga Intl Idx Sec Lndg3 commitments
- Small Cap Growth/timessquare3 commitments
- Priac20 commitments
Relationship network
46 connected entities30 observed commitments11 repeat counterparties23 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
- Non-interest-bearing cash 2.2%
- Insurance company general account 36.6%
- Pooled separate accounts 60.7%
Consultants and advisers
- The Mckeogh Company Actuarythrough Dec 31, 2024 Form 5500
- Roth and Roth Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Priac20 rows, latest Dec 31, 2023
- Priacplan years
- Empower Capital Management, LLCplan years 2023
- Prudential Retirement & Annuity Insplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jan 1, 2024Funded status changedSheet Metal Workers Local 194 Industrial Pension Fund funded ratio 100.7% -> 108.1% (2023-12-31 to 2024-01-01)
- Dec 31, 2023Holding startedSheet Metal Workers Local 194 Industrial Pension Fund first reports an interest in Large Cap Value I / (jpmorgan) (Prudential Retirement & Annuity Ins): $313,518 at 2023-12-31with Prudential Retirement & Annuity Insaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceSheet Metal Workers Local 194 Industrial Pension Fund no longer reports Large Cap Value Jp Morgan (last held $299,467 at 2022-12-31; absent from the 2023-12-31 filing)with Large Cap Value Jp Morganaskebsa.dol.gov
- Dec 31, 2023Funded status changedSheet Metal Workers Local 194 Industrial Pension Fund funded ratio 112.2% -> 100.7% (2022-01-01 to 2023-12-31)
- Dec 31, 2023Assets changedSheet Metal Workers Local 194 Industrial Pension Fund plan assets $4M -> $3M (-10.3%, 2022-01-01 to 2023-12-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Large Cp Growth II Fd(ab)separate account | Eaic | Pooled vehicles | $380,282 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ssga Intl Idx Sec Lndgseparate account | Eaic | Pooled vehicles | $183,085 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Small Cap Growth/timessquareseparate account | Eaic | Public equity | $179,775 held | Disclosed holding | askebsa.dol.gov |
+27 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 | 239 | Not disclosed | Not disclosed | n/a | $3.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 239 | Not disclosed | Not disclosed | n/a | $3.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 299 | Not disclosed | Not disclosed | n/a | $3.4M | Not disclosed | Not disclosed | Not disclosed |
- Empower codes 15 51 $33,609 PY2024
- Oneill Consulting Corp codes 13 50 $10,800 PY2024
- Mckeogh Co codes 11 50 $10,000 PY2024
+47 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-01-01source on record
- Holding in a pooled vehicle started2023-12-31source on record
- Holding in a pooled vehicle ended2023-12-31source on record
+2 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
+7 connections on the graph
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