Composition Roofers Local #4 Pension Plan
Taft-Hartley plan, based in Parsippany, New Jersey, reporting $66.2M in assets, for 510 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Nov 2024, Composition Roofers Local #4 Pension Plan plan assets $52M -> $61M (+17.8%, 2023-11-01 to 2024-11-01).
8 more advisers and 3 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- BGO Diversified U.S. Pref Fund3 commitments
- Prisa3 commitments
- Newtower Trust Company3 commitments
- Prudential Insurance Company of Ame3 commitments
Relationship network
20 connected entities6 observed commitments4 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 3.4%
- Non-interest-bearing cash 0.2%
- Common/collective trusts 3.7%
- Pooled separate accounts 4.6%
- Registered investment companies 51.6%
- Common stock 35.5%
Consultants and advisers
- I.E. Shaffer & Co. Pension consultantthrough Oct 31, 2023 Form 5500
- Amalgamated Bank of New York Custodianthrough Oct 31, 2024 Form 5500
- Mariner Institutional LLC Trusteethrough Oct 31, 2024 Form 5500
+8 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
- Newtower Trust Company3 rows, latest Oct 31, 2025
- Prudential Insurance Company of Ame3 rows, latest Oct 31, 2025
- Cohen, Leder, Montalbano & Connaughplan years 2023
What changed
- Nov 1, 2024Assets changedComposition Roofers Local #4 Pension Plan plan assets $52M -> $61M (+17.8%, 2023-11-01 to 2024-11-01)
- Oct 31, 2024Assets changedComposition Roofers Local #4 Pension Plan total assets $52M -> $61M (+17.9%, 2023-10-31 to 2024-10-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | BGO Diversified U.S. Pref Fundcollective trust | Newtower Trust Company | Hedge / diversifiers | $2.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Prisaseparate account | Prudential Insurance Company of Ame | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | BGO Diversified U.S. Pref Fundcollective trust | Newtower Trust Company | Hedge / diversifiers | $2.5M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Oct 31, 2025 | 510 | Not disclosed | Not disclosed | n/a | $66.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 530 | Not disclosed | Not disclosed | n/a | $61.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 561 | Not disclosed | Not disclosed | n/a | $51.8M | Not disclosed | Not disclosed | Not disclosed |
- Eagle Capital Management codes 21 51 $107,853 PY2024
- Nancy Knops codes 30 50 $107,632 PY2024
- Johnston Asset Management codes 21 51 $59,141 PY2024
+39 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
Composition Roofers Local #4 Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths 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
- Total assets changed2024-11-01source on record
- Total assets changed2024-10-31source 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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.