2 more advisers, 9 more commitments and 3 more dated events

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Central Iowa Carpenters Pension Plan

Taft-Hartley plan· Bloomington, Minnesota

Taft-Hartley plan, based in Bloomington, Minnesota, reporting $218M in assets, for 2,377 participants.

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

Assets
$218M
Funded ratio
98.9%
Fund commitments
6
Managers
3
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (6)Allocation policyConsultants
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 2025, Central Iowa Carpenters Pension Plan no longer reports Alliance Bernstein Fund (Alliance Bernstein, L.P.) (last held $17M at 2024-12-31; absent from the 2025-12-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
Central Iowa Carpenters Pension Plan
Funds committed to
All 6
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$218M
Total assets, Dec 31, 2025 reported
Funded
98.9%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
6
3 managers on Schedule C
Plan sponsor: Board of Trustees Central Iowa Carpenters Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Other investments 0.2%
  • Partnership/joint venture interests 13.6%
  • 103-12 investment entities 5.1%
  • Common/collective trusts 49.9%
  • Registered investment companies 27.2%
  • Common stock 2.8%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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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)
What changed
8 events
  • Dec 31, 2025Holding endedinference
    Central Iowa Carpenters Pension Plan no longer reports Alliance Bernstein Fund (Alliance Bernstein, L.P.) (last held $17M at 2024-12-31; absent from the 2025-12-31 filing)
    with Alliance Bernstein, L.P.askebsa.dol.gov
  • Dec 31, 2025Holding endedinference
    Central Iowa Carpenters Pension Plan no longer reports Comerica Large-Cap Equity Index (last held $46M at 2024-12-31; absent from the 2025-12-31 filing)
    with Comerica Large-Cap Equity Indexaskebsa.dol.gov
  • Dec 31, 2025Manager relationship started
    Alliance Bernstein L.P. appears on Central Iowa Carpenters Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
    with Alliance Bernstein, L.P.askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    Central Iowa Carpenters Pension Plan funded ratio 101.1% -> 98.9% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Holding started
    Central Iowa Carpenters Pension Plan first reports an interest in UBC Russell 3000 Index Trust (Invesco Trust Company): $30M at 2024-12-31
    with Invesco Trust Companyaskebsa.dol.gov

+3 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025NCS Group Trust - International Fun103 12 ieWalter Scott NcsPooled vehicles$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025UBC Russell 3000 Index Trustcollective trustInvesco Trust CompanyPooled vehicles$96.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Invesco International Growth Trustcollective trustInvesco Trust CompanyPooled vehicles$11.9M heldDisclosed holdingaskebsa.dol.gov

+9 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
40 readings
Total assets
$218M Dec 31, 2025 reported Form 5500
$202M (2024-12) · $188M (2023-12) · $174M (2022-12)
Plan assets
$202M Jan 1, 2025 reported Form 5500
$188M (2024-01) · $173M (2023-01) · $202M (2022-01)
Net assets
$218M Dec 31, 2025 reported Form 5500
$202M (2024-12) · $188M (2023-12) · $173M (2022-12)
Funded ratio
98.9% Jan 1, 2025 reported Form 5500
101.1% (2024-01) · 100.7% (2023-01) · 100.4% (2022-01)
Participants
2,377 Jan 1, 2025 reported Form 5500
2,487 (2024-01) · 2,373 (2023-01) · 2,068 (2022-01)
Contributions
$6.8M Dec 31, 2025 reported Form 5500
$6.8M (2024-12) · $6.5M (2023-12) · $6.3M (2022-12)
Benefits paid
$12.2M Dec 31, 2025 reported Form 5500
$11.4M (2024-12) · $11.0M (2023-12) · $10.4M (2022-12)
Net investment income
$16.4M Dec 31, 2025 reported Form 5500
$14.2M (2024-12) · $14.1M (2023-12) · -$28.9M (2022-12)
Investment management fees
$205,969 Dec 31, 2025 reported Form 5500
$286,539 (2024-12) · $237,149 (2023-12) · $267,105 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20252,377Not disclosedNot disclosedn/a$218M$29.7MNot disclosedNot disclosed
2024 to Dec 31, 20242,487Not disclosedNot disclosedn/a$202M$26.5MNot disclosedNot disclosed
2023 to Dec 31, 20232,373Not disclosedNot disclosedn/a$188M$26.6MNot disclosedNot disclosed
2022 to Dec 31, 20222,068Not disclosedNot disclosedn/a$174M$29.6MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+55 more service providers

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Provenance
Identifiers: EIN-PN 366066902-002
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

Central Iowa Carpenters 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.

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

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Record history

10 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2025-12-31source
  • Holding in a pooled vehicle started
    2025-12-31source

+7 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

+11 connections on the graph

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