1 more adviser, 6 more commitments and 1 more dated event

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Plumbers & Steamfitters Local 83 Pension Fund

Taft-Hartley plan· Harmony, Pennsylvania

Taft-Hartley plan, based in Harmony, Pennsylvania, reporting $55.1M in assets, for 526 participants.

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

Assets
$55.1M
Funded ratio
96.3%
Fund commitments
3
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Commitments (3)Allocation policy
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, Great Lakes Advisors, LLC no longer appears on Plumbers & Steamfitters Local 83 Pension Fund'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
Plumbers & Steamfitters Local 83 Pension Fund
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$55.1M
Total assets, Dec 31, 2024 reported
Funded
96.3%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Plumbers & Steamfitter Local 83
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 7.0%
  • U.S. Government securities 0.7%
  • Other investments 0.6%
  • Registered investment companies 58.4%
  • Common stock 20.3%
  • Preferred stock 0.1%
  • Real estate (other than employer real property) 10.3%
Consultants and advisers
4 firms

+1 more consultant or adviser 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)

+5 more Schedule C managers

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What changed
6 events
  • Dec 31, 2024Manager relationship endedinference
    Great Lakes Advisors, LLC no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Great Lakes Advisorsaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Plumbers & Steamfitters Local 83 Pension Fund total assets $50M -> $55M (+10.9%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Great Lakes Advisors, LLC appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Great Lakes Advisorsaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    Afl-Cio Building Investment Trust no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Great Gray Trust Companyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Plumbers & Steamfitters Local 83 Pension Fund funded ratio 89.4% -> 94.7% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BGO Diversified U.S. Pref Fundcollective trustNewtower Trust CompanyHedge / diversifiers$1.9M heldDisclosed holdingaskebsa.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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Size and funding
30 readings
Total assets
$55.1M Dec 31, 2024 reported Form 5500
$49.6M (2023-12) · $45.7M (2022-12)
Plan assets
$49.5M Jan 1, 2024 reported Form 5500
$45.6M (2023-01) · $54.3M (2022-01)
Net assets
$55.0M Dec 31, 2024 reported Form 5500
$49.5M (2023-12) · $45.6M (2022-12)
Funded ratio
96.3% Jan 1, 2024 reported Form 5500
94.7% (2023-01) · 89.4% (2022-01)
Participants
526 Jan 1, 2024 reported Form 5500
522 (2023-01) · 535 (2022-01)
Contributions
$3.0M Dec 31, 2024 reported Form 5500
$3.1M (2023-12) · $3.1M (2022-12)
Benefits paid
$3.5M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.5M (2022-12)
Net investment income
$5.5M Dec 31, 2024 reported Form 5500
$3.9M (2023-12) · -$8.7M (2022-12)
Investment management fees
$221,265 Dec 31, 2024 reported Form 5500
$203,870 (2023-12) · $226,992 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024526Not disclosedNot disclosedn/a$55.1MNot disclosedNot disclosed$5.7M
2023 to Dec 31, 2023522Not disclosedNot disclosedn/a$49.6MNot disclosedNot disclosed$6.2M
2022 to Dec 31, 2022535Not disclosedNot disclosedn/a$45.7MNot disclosedNot disclosed$8.2M
Service providers and investment entities as filed (Schedule C and D, latest year first)

+50 more service providers

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Provenance
Identifiers: EIN-PN 550463652-001
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.

Not yet on record: managers.

Capital chain

Plumbers & Steamfitters Local 83 Pension Fund 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

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

+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

+13 connections on the graph

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