Idaho Operating Engineers Employers Pension Plan
Taft-Hartley plan, based in Spokane, Washington, reporting $152M in assets, for 2,954 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Washington Capital Management appears on Idaho Operating Engineers Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Washington Capital Joint Master Tru3 commitments
- Washington Capital Management, Inc.3 commitments
Relationship network
20 connected entities3 observed commitments2 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 1.8%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (other) 29.0%
- U.S. Government securities 5.8%
- Partnership/joint venture interests 4.0%
- 103-12 investment entities 10.1%
- Registered investment companies 23.5%
- Common stock 23.8%
Consultants and advisers
- Verus Advisory, Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 2023 Form 5500
- U.S. Bank Custodianthrough Jun 30, 2023 Form 5500
People
Manager roster
- Washington Capital Management, Inc.3 rows, latest Jun 30, 2025
- Loomis Saylesplan years 2025
- Delaware Investmentsplan years 2023
- Aristotle Capital Management, LLCplan years 2023
+6 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 startedWashington Capital Management appears on Idaho Operating Engineers Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Washington Capital Management, Inc.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHarding Loevner no longer appears on Idaho Operating Engineers Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Harding Loevner LPaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedDelaware Investments appears on Idaho Operating Engineers Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Delaware Investmentsaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedLoomis appears on Idaho Operating Engineers Employers Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceNWQ Investment Management no longer appears on Idaho Operating Engineers Employers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with NWQ Investment Managementaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $15.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $15.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $16.0M held | Disclosed holding | askebsa.dol.gov |
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 Jun 30, 2025 | 2,954 | Not disclosed | Not disclosed | n/a | $152M | $6.2M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,856 | Not disclosed | Not disclosed | n/a | $143M | $5.6M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,881 | Not disclosed | Not disclosed | n/a | $137M | $6.2M | Not disclosed | Not disclosed |
- Welfare & Pension Admin Services codes 10 12 13 14 $261,953 PY2024
- Milliman codes 11 50 $222,189 PY2024
- Washington Capital Management codes 28 51 $151,515 PY2024
+44 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Idaho Operating Engineers Employers Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.