UA Plumbers Local 24 Pension Fund
Taft-Hartley plan, based in West Trenton, New Jersey, reporting $208M in assets, for 1,699 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Amalgamated Bank no longer appears on UA Plumbers Local 24 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
6 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- NT Collective Eafe Index Fund3 commitments
- NT Collective Russell 1000 Gr in Fd3 commitments
- Separate Account J3 commitments
- Northern Trust Investments, Inc.3 commitments
- Northern Trust Investments, Inc.3 commitments
- Ullico Investment Advisors, Inc.3 commitments
Relationship network
30 connected entities9 observed commitments5 repeat counterpartiescommitments 2023 to 2025
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 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
- Amalgamated Bank of New York Custodianthrough Apr 30, 2025 Form 5500
- Basil Castrovinci Associates Inc. Actuarythrough Apr 30, 2023 Form 5500
People
Manager roster
- Northern Trust Investments, Inc.3 rows, latest Apr 30, 2025
- Northern Trust Investments, Inc.3 rows, latest Apr 30, 2025
- Ullico Investment Advisors, Inc.3 rows, latest Apr 30, 2025
- WCM Investment Management, LLCplan years 2024
- Jpmorgan Investment Management Inc.plan years 2024
- Barksdale Investment Managerplan years 2023
+9 more Schedule C managers
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
- Dec 31, 2024Manager relationship endedinferenceAmalgamated 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 changedUA Plumbers Local 24 Pension Fund funded ratio 92.5% -> 96.1% (2023-05-01 to 2024-05-01)
- Dec 31, 2023Manager relationship startedWCM 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 changedUA Plumbers Local 24 Pension Fund funded ratio 94.9% -> 92.5% (2022-05-01 to 2023-05-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | NT Collective Eafe Index Fundcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $10.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NT Collective Russell 1000 Gr in Fdcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $11.2M held | Disclosed holding | askebsa.dol.gov |
+6 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 Apr 30, 2025 | 1,699 | Not disclosed | Not disclosed | n/a | $208M | $32.3M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 1,727 | Not disclosed | Not disclosed | n/a | $199M | $31.7M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 1,748 | Not disclosed | Not disclosed | n/a | $188M | $30.1M | Not disclosed | Not disclosed |
- I E Shaffer & Co codes 14 50 $168,886 PY2024
- J P Morgan Investment Advisors codes 51 $119,295 PY2024
- Eagle Capital Management codes 28 $117,597 PY2024
+58 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-05-01source on record
- Manager relationship started2023-12-31source on record
+1 more change 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
+15 connections on the graph
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