Central States, Southeast & Southwest Areas Pension Plan
Taft-Hartley plan, based in Chicago, Illinois, reporting $48B in assets, for 338,986 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, David H Coar no longer appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
2 more advisers and 1 more dated event
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- EB Temporary Investment2 commitments
- BNY Mellon2 commitments
Relationship network
305 connected entities2 observed commitments2 repeat counterpartiescommitments 2022 to 2023
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 0.1%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 0.0%
- Corporate debt instruments (preferred) 16.4%
- U.S. Government securities 58.3%
- Employer securities 0.6%
- Other investments 0.5%
- Other loans 20.1%
- Common stock 0.0%
Consultants and advisers
- David H Coar General consultantthrough Dec 31, 2022 Form 5500
- Blackrock Financial Management, Inc Named fiduciaryCustodianthrough Dec 31, 2024 Form 5500
- Bank of New York Mellon Custodianthrough Dec 31, 2022 Form 5500
+2 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
Manager roster
- BNY Mellon2 rows, latest Dec 31, 2023
- Fidelity Institutional Asset Mgmtplan years 2024
- Northern Trust Co.plan years 2023
- Insight North America LLCplan years 2023
+8 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, 2024Consultant changedinferenceDavid H Coar no longer appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with David H Coaraskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlackrock Financial Management Inc. no longer appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Blackrock Financial Management, Incaskebsa.dol.gov
- Dec 31, 2024Assets changedCentral States, Southeast & Southwest Areas Pension Plan total assets $49.7B -> $48.2B (-2.9%, 2023-12-31 to 2024-12-31)
- Dec 31, 2023Manager relationship startedJP Morgan Investment Management Inc appears on Central States, Southeast & Southwest Areas Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with J.P. Morgan Investment Managementaskebsa.dol.gov
- Dec 31, 2023Assets changedCentral States, Southeast & Southwest Areas Pension Plan total assets $42.6B -> $49.7B (+16.5%, 2022-12-31 to 2023-12-31)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $66.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | EB Temporary Investmentcollective trust | BNY Mellon | Pooled vehicles | $16.4M 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 Dec 31, 2024 | 338,986 | Not disclosed | Not disclosed | n/a | $48B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 349,729 | Not disclosed | Not disclosed | n/a | $50B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 357,056 | Not disclosed | Not disclosed | n/a | $43B | Not disclosed | Not disclosed | Not disclosed |
- The Bank of New York Mellon codes 15 19 62 $8.7M PY2024
- Insight North America LLC codes 51 $4.2M PY2024
- Blackrock Financial Management Inc. codes 31 50 51 $4.0M PY2024
+297 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
Central States, Southeast & Southwest Areas 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.
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Record history
- Manager relationship ended2024-12-31source on record
- Consultant changed2024-12-31source on record
- Total assets changed2024-12-31source on record
+3 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
+18 connections on the graph
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