1 more adviser, 6 more commitments 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Iron Workers' Locals No. 15 & 424 Pension Plan

Taft-Hartley plan· Cromwell, Connecticut

Taft-Hartley plan, based in Cromwell, Connecticut, reporting $88.2M in assets, for 1,444 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$88.2M
Funded ratio
65.3%
Fund commitments
3
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (3)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Intercontinental R/e Corp. appears on Iron Workers' Locals No. 15 & 424 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
Iron Workers' Locals No. 15 & 424 Pension Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$88.2M
Total assets, Jun 30, 2025 reported
Funded
65.3%
Jul 1, 2024
Private markets target
no policy read
policy Jun 30, 2025
Commitments
3
2 managers on Schedule C
Plan sponsor: Board of Trustees-Iron Workers' Locals No. 15 & 424
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 1.1%
  • Other investments 9.6%
  • Partnership/joint venture interests 2.1%
  • 103-12 investment entities 30.6%
  • Common/collective trusts 29.4%
  • Registered investment companies 24.0%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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)

+1 more Schedule C manager

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
6 events
  • Dec 31, 2024Manager relationship started
    Intercontinental R/e Corp. appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with International Real Estate Corporatiaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Kayne Anderson Capital Advisors LP no longer appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Kayne Anderson Capital Advisors, LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Entrust Global Partners Ofshore LP no longer appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Entrust Global Partners Offshore LPaskebsa.dol.gov
  • Jul 1, 2024Funded status changed
    Iron Workers' Locals No. 15 & 424 Pension Plan funded ratio 62.7% -> 65.3% (2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Kayne Anderson Capital Advisors LP appears on Iron Workers' Locals No. 15 & 424 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Kayne Anderson Capital Advisors, LPaskebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Jun 30, 2025Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Fixed Income Group Trust103 12 ieSegal Advisors, Inc.Fixed income$24.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Bnym Mellon Afl-Cio Sl Stock Indexcollective trustBNY MellonPublic equity$26.0M heldDisclosed holdingaskebsa.dol.gov

+6 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 $249/month unless canceled.

Size and funding
30 readings
Total assets
$88.2M Jun 30, 2025 reported Form 5500
$81.5M (2024-06) · $74.6M (2023-06)
Plan assets
$81.3M Jul 1, 2024 reported Form 5500
$74.3M (2023-07) · $71.1M (2022-07)
Net assets
$87.9M Jun 30, 2025 reported Form 5500
$81.2M (2024-06) · $74.2M (2023-06)
Funded ratio
65.3% Jul 1, 2024 reported Form 5500
62.7% (2023-07) · 61.7% (2022-07)
Participants
1,444 Jul 1, 2024 reported Form 5500
1,466 (2023-07) · 1,485 (2022-07)
Contributions
$10.0M Jun 30, 2025 reported Form 5500
$10.8M (2024-06) · $10.7M (2023-06)
Benefits paid
$11.7M Jun 30, 2025 reported Form 5500
$11.8M (2024-06) · $11.7M (2023-06)
Net investment income
$6.7M Jun 30, 2025 reported Form 5500
$7.0M (2024-06) · $3.1M (2023-06)
Investment management fees
$242,820 Jun 30, 2025 reported Form 5500
$192,496 (2024-06) · $200,912 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 20251,444Not disclosedNot disclosedn/a$88.2M$1.9MNot disclosedNot disclosed
2023 to Jun 30, 20241,466Not disclosedNot disclosedn/a$81.5M$2.9MNot disclosedNot disclosed
2022 to Jun 30, 20231,485Not disclosedNot disclosedn/a$74.6M$2.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+45 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: EIN-PN 066077019-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Iron Workers' Locals No. 15 & 424 Pension Plan sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 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 $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

6 dated events on the change ledger, latest first
  • Funded status changed
    2024-07-01source
  • Manager relationship started
    2023-12-31source
  • Manager relationship started
    2023-12-31source

+3 more changes on this record's ledger

Includes 3 days of DFX Intelligence. Then $249/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

+9 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX