1 more adviser 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.
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Contractors Laborers Teamsters & Engineers Pension Plan
Taft-Hartley plan, based in Omaha, Nebraska, reporting $170M in assets, for 2,985 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $170M
- Funded ratio
- 96.0%
- Fund commitments
- 1
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Dec 2025, Contractors Laborers Teamsters & Engineers Pension Plan total assets $149M -> $170M (+13.8%, 2024-12-31 to 2025-12-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Proloan Bond Fund LLC3 commitments
- Richmond Capital Management, Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.6%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 6.1%
- U.S. Government securities 3.9%
- Partnership/joint venture interests 6.8%
- 103-12 investment entities 2.7%
- Registered investment companies 31.6%
- Common stock 44.6%
- Segal Marco Advisors General consultantPension consultantthrough Dec 31, 2025 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2025 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2025 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Richmond Capital Management, Inc.3 rows, latest Dec 31, 2025
- Richmond Capital Management, Inc.plan years
- Blackrockplan years 2025
- Proloan Bond Fundplan years 2025
+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.
- Dec 31, 2025Assets changedContractors Laborers Teamsters & Engineers Pension Plan total assets $149M -> $170M (+13.8%, 2024-12-31 to 2025-12-31)
- Jan 1, 2024Assets changedContractors Laborers Teamsters & Engineers Pension Plan plan assets $122M -> $137M (+12.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedProloan Bond Fund appears on Contractors Laborers Teamsters & Engineers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Proloan Bond Fundaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMilliman no longer appears on Contractors Laborers Teamsters & Engineers Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Milliman, Inc.askebsa.dol.gov
- Dec 31, 2023Assets changedContractors Laborers Teamsters & Engineers Pension Plan total assets $122M -> $137M (+12.5%, 2022-12-31 to 2023-12-31)
+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.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Proloan Bond Fund LLC103 12 ie | Richmond Capital Management, Inc. | Fixed income | $4.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Proloan Bond Fund LLC103 12 ie | Richmond Capital Management, Inc. | Fixed income | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Proloan Bond Fund LLC103 12 ie | Richmond Capital Management, Inc. | Fixed income | $4.1M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 2,985 | Not disclosed | Not disclosed | n/a | $170M | $11.5M | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 2,872 | Not disclosed | Not disclosed | n/a | $149M | $10.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,902 | Not disclosed | Not disclosed | n/a | $137M | $4.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,912 | Not disclosed | Not disclosed | n/a | $122M | $5.7M | Not disclosed | Not disclosed |
- Morgan Stanley - Smith Barney codes 15 19 27 33 49 50 64 71 72 99 $406,926 PY2025
- Bridgeway codes 15 $111,705 PY2025
- Larry Murray codes 14 30 $74,365 PY2025
+58 more service providers
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Provenance
Contractors Laborers Teamsters & Engineers Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
Record history
- Total assets changed2025-12-31source
- Manager relationship started2023-12-31source
- Consultant changed2023-12-31source
+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
+12 connections on the graph
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