2 more advisers, 1 more manager, 6 more commitments and 4 more dated events
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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Nurses and Local 813 Ibt Retirement Plan
Taft-Hartley plan, based in Long Island City, New York, reporting $613M in assets, for 14,703 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $613M
- Funded ratio
- 104.8%
- Fund commitments
- 5
- Managers
- 2
Nothing material in the last 90 days. Last change: 31 Dec 2024, First Republic Investment Mgmt. no longer appears on Nurses and Local 813 Ibt Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
Capital path
who backs this record, through what, into what; each name opens its own path- Massmutual Mid Cap Growth I3 commitments
- Fidelity 500 Index3 commitments
- Loomis Sayles Multisector Full Disc1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 0.2%
- Corporate debt instruments (preferred) 5.4%
- U.S. Government securities 15.1%
- Other investments 7.9%
- Partnership/joint venture interests 9.2%
- Common/collective trusts 21.1%
- Pooled separate accounts 18.0%
- Registered investment companies 9.5%
- Common stock 10.6%
- Nepc, LLC Pension consultantInvestment adviser (plan)through Dec 31, 2024 Form 5500
- Quan Vest Consultants Pension consultantInvestment adviser (plan)through Dec 31, 2023 Form 5500
- First Republic Investment Mgmt. Investment adviser (plan)through 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.
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- Fidelity Investments3 rows, latest Dec 31, 2024
- Loomis Sayles1 row, latest Dec 31, 2024
- BNY Mellon1 row, latest Dec 31, 2024
+1 more manager received commitments
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- Fidelity Investmentsplan years
- Empower Capital Management, LLCplan years
- Harding Loevner LPplan years 2022
+7 more Schedule C managers
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- Dec 31, 2024Holding startedNurses and Local 813 Ibt Retirement Plan first reports an interest in Loomis Sayles Multisector Full Disc (Loomis Sayles): $36M at 2024-12-31with Loomis Saylesaskebsa.dol.gov
- Dec 31, 2024Holding startedNurses and Local 813 Ibt Retirement Plan first reports an interest in Bnym Mellon Afl-Cio Sl Stock Index (BNY Mellon): $93M at 2024-12-31with BNY Mellonaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceCorbin Capital Partners LP no longer appears on Nurses and Local 813 Ibt Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Corbin Capital Partners, LPaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceFirst Republic Investment Mgmt. no longer appears on Nurses and Local 813 Ibt Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with First Republic Investment Mgmt.askebsa.dol.gov
- Dec 31, 2023Holding endedinferenceNurses and Local 813 Ibt Retirement Plan no longer reports Long Duration Bond (empower) (last held $44M at 2022-12-31; absent from the 2023-12-31 filing)with Long Duration Bond (empower)askebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Massmutual Mid Cap Growth Iseparate account | Mass Mutual | Pooled vehicles | $35.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Fidelity 500 Indexseparate account | Fidelity Investments | Pooled vehicles | $14.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Multisector Full Disccollective trust | Loomis Sayles | Pooled vehicles | $36.2M 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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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 14,703 | Not disclosed | Not disclosed | n/a | $613M | $56.6M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 14,895 | Not disclosed | Not disclosed | n/a | $619M | $24.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 16,663 | Not disclosed | Not disclosed | n/a | $589M | $27.3M | Not disclosed | Not disclosed |
- Local 813 Pension Trust Fund codes 14 50 $1.1M PY2024
- Boyd Watterson Asset Mgmt, LLC codes 28 51 $626,157 PY2024
- Cohen, Weiss & Simon, LLP codes 29 50 $494,339 PY2024
+75 more service providers
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Provenance
Nurses and Local 813 Ibt Retirement Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle started2024-12-31source
+6 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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