DFX Intelligence

Allocator Intelligence

NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund

Taft-Hartley plan· Albuquerque, New Mexico

Taft-Hartley plan, based in Albuquerque, New Mexico, reporting $12.5M in assets, for 504 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$12.5M
Funded ratio
143.6%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2023, BAA Capital Advisors appears on NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund's Schedule C as pension consultant (plan year 2023 vs 2022).

6 more advisers

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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$12.5M
Total assets, Sep 30, 2024 reported
Funded
143.6%
Oct 1, 2023
Private markets target
no policy read
policy Sep 30, 2024
Commitments
0
none on the tape
Plan sponsor: NM State Conference of the Masons' Pension Trust Fund

Allocation policy

Form 5500, as of Sep 30, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 4.9%
  • Non-interest-bearing cash 0.7%
  • Corporate debt instruments (other) 13.9%
  • U.S. Government securities 11.9%
  • Common stock 67.9%

Consultants and advisers

9 firms

+6 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

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

3 events
  • Dec 31, 2023Consultant changedinference
    BAA Capital Advisors appears on NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund's Schedule C as pension consultant (plan year 2023 vs 2022)
    with BAA Capital Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Kayne Anderson Investments no longer appears on NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Kayne Anderson Investmentsaskebsa.dol.gov
  • Oct 1, 2023Funded status changed
    NM State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund funded ratio 134.4% -> 143.6% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

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

20 readings
Total assets
$12.5M Sep 30, 2024 reported Form 5500
$12.2M (2023-09)
Plan assets
$2.4M Oct 1, 2023 reported Form 5500
$2.2M (2022-10)
Net assets
$12.5M Sep 30, 2024 reported Form 5500
$12.2M (2023-09)
Funded ratio
143.6% Oct 1, 2023 reported Form 5500
134.4% (2022-10)
Participants
504 Oct 1, 2023 reported Form 5500
346 (2022-10)
Contributions
$509,884 Sep 30, 2024 reported Form 5500
$437,691 (2023-09)
Benefits paid
$2.4M Sep 30, 2024 reported Form 5500
$718,067 (2023-09)
Net investment income
$366,440 Sep 30, 2024 reported Form 5500
$1.1M (2023-09)
Investment management fees
$59,613 Sep 30, 2024 reported Form 5500
$69,749 (2023-09)

Form 5500 filings

2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2023 to Sep 30, 2024504Not disclosedNot disclosedn/a$12.5MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023346Not disclosedNot disclosedn/a$12.2MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+21 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 856073938-001
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.

Not yet on record: fund commitments, managers.

Record history

3 dated events on the change ledger, latest event first
  • Consultant changed
    2023-12-31source on record
  • Consultant changed
    2023-12-31source on record
  • Funded status changed
    2023-10-01source on record

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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