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

UA Plumbers Local 24 Pension Fund

Taft-Hartley planWest Trenton, NJ
Assets
$208M
Total assets, Apr 30, 2025 reported
Funded
96.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
9
none on the tape
Plan sponsor: Plumbers Pension Fund Local 24 Board of Trustees
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.6%
  • Corporate debt instruments (other) 14.6%
  • U.S. Government securities 18.5%
  • Partnership/joint venture interests 15.5%
  • Common/collective trusts 9.4%
  • Pooled separate accounts 5.4%
  • Registered investment companies 15.4%
  • Common stock 17.3%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025NT Collective Russell 1000 Gr in Fdcollective trustNorthern Trust S&p 500 IndexPooled vehicles$8.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024NT Collective Russell 1000 Gr in Fdcollective trustNorthern Trust S&p 500 IndexPooled vehicles$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023NT Collective Eafe Index Fundcollective trustNorthern Trust Collective Eafe IndePooled vehicles$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023NT Collective Russell 1000 Gr in Fdcollective trustNorthern Trust S&p 500 IndexPooled vehicles$9.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Separate Account Jseparate accountUllico Investment Advisors, Inc.Pooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$208M Apr 30, 2025 reported Form 5500
$199M (2024-04) · $188M (2023-04)
Plan assets
$199M May 1, 2024 reported Form 5500
$188M (2023-05) · $191M (2022-05)
Net assets
$208M Apr 30, 2025 reported Form 5500
$199M (2024-04) · $188M (2023-04)
Funded ratio
96.1% May 1, 2024 reported Form 5500
92.5% (2023-05) · 94.9% (2022-05)
Participants
1,699 May 1, 2024 reported Form 5500
1,727 (2023-05) · 1,748 (2022-05)
Contributions
$8.9M Apr 30, 2025 reported Form 5500
$8.9M (2024-04) · $8.4M (2023-04)
Benefits paid
$14.2M Apr 30, 2025 reported Form 5500
$14.1M (2024-04) · $13.4M (2023-04)
Net investment income
$9.0M Apr 30, 2025 reported Form 5500
$10.4M (2024-04) · $-2.7M (2023-04)
Investment management fees
$776,381 Apr 30, 2025 reported Form 5500
$767,278 (2024-04) · $421,903 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20251,699n/an/an/a$208M$32.3Mn/an/a
2023 to Apr 30, 20241,727n/an/an/a$199M$31.7Mn/an/a
2022 to Apr 30, 20231,748n/an/an/a$188M$30.1Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Manager relationship endedinference
    Amalgamated Bank no longer appears on UA Plumbers Local 24 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Amalgamated Bank of New Yorkaskebsa.dol.gov
  • May 1, 2024Funded status changed
    UA Plumbers Local 24 Pension Fund funded ratio 92.5% -> 96.1% (2023-05-01 to 2024-05-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    WCM Investment Management LLC appears on UA Plumbers Local 24 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with WCM Investment Management, LLCaskebsa.dol.gov
  • May 1, 2023Funded status changed
    UA Plumbers Local 24 Pension Fund funded ratio 94.9% -> 92.5% (2022-05-01 to 2023-05-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226042823-001
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.