4 more advisers, 2 more managers, 19 more commitments and 2 more dated events

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Plumbers Union Local No. 12 Pension

Taft-Hartley plan· Boston, Massachusetts

Taft-Hartley plan, based in Boston, Massachusetts, reporting $429M in assets, for 2,860 participants.

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

Assets
$429M
Funded ratio
89.2%
Fund commitments
8
Managers
2
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Commitments (8)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 Aug 2025, Plumbers Union Local No. 12 Pension first reports an interest in SEI Core Property Collective Inv Tr (SEI Core Property Collective Fund): $11M at 2025-08-31.

Capital path

who backs this record, through what, into what; each name opens its own path
Plumbers Union Local No. 12 Pension
Funds committed to
All 8
Managers
All 5
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$429M
Total assets, Aug 31, 2025 reported
Funded
89.2%
Sep 1, 2024
Private markets target
no policy read
policy Aug 31, 2025
Commitments
8
2 managers on Schedule C
Plan sponsor: Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 0.0%
  • Partnership/joint venture interests 0.1%
  • Common/collective trusts 24.3%
  • Registered investment companies 74.2%
Consultants and advisers
7 firms

+4 more consultants and advisers advise this allocator

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

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 more managers received commitments

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From Schedule C (investment management, code 28)

+5 more Schedule C managers

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What changed
7 events
  • Aug 31, 2025Holding started
    Plumbers Union Local No. 12 Pension first reports an interest in SEI Core Property Collective Inv Tr (SEI Core Property Collective Fund): $11M at 2025-08-31
    with SEI Core Property Collective Fundaskebsa.dol.gov
  • Aug 31, 2025Assets changed
    Plumbers Union Local No. 12 Pension total assets $390M -> $429M (+10.0%, 2024-08-31 to 2025-08-31)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    SEI Core Property Collective Fund appears on Plumbers Union Local No. 12 Pension's Schedule C as investment manager (plan year 2024 vs 2023)
    with SEI Core Property Collective Fundaskebsa.dol.gov
  • Sep 1, 2024Assets changed
    Plumbers Union Local No. 12 Pension plan assets $346M -> $389M (+12.6%, 2023-09-01 to 2024-09-01)
    askebsa.dol.gov
  • Aug 31, 2024Assets changed
    Plumbers Union Local No. 12 Pension total assets $346M -> $390M (+12.6%, 2023-08-31 to 2024-08-31)
    askebsa.dol.gov

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
22 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025SEI Core Property Collective Inv Trcollective trustSEI Investments Management CorpReal estate$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025SEI Global Private Assets V Citcollective trustSEI Investments Management CorpPooled vehicles$13.7M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025SEI Global Private Assets VI Citcollective trustSEI Investments Management CorpPooled vehicles$8.4M heldDisclosed holdingaskebsa.dol.gov

+19 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
$429M Aug 31, 2025 reported Form 5500
$390M (2024-08) · $346M (2023-08)
Plan assets
$389M Sep 1, 2024 reported Form 5500
$346M (2023-09) · $322M (2022-09)
Net assets
$428M Aug 31, 2025 reported Form 5500
$389M (2024-08) · $346M (2023-08)
Funded ratio
89.2% Sep 1, 2024 reported Form 5500
88.1% (2023-09) · 88.2% (2022-09)
Participants
2,860 Sep 1, 2024 reported Form 5500
2,901 (2023-09) · 2,775 (2022-09)
Contributions
$24.2M Aug 31, 2025 reported Form 5500
$24.6M (2024-08) · $26.5M (2023-08)
Benefits paid
$26.1M Aug 31, 2025 reported Form 5500
$23.7M (2024-08) · $21.8M (2023-08)
Net investment income
$39.0M Aug 31, 2025 reported Form 5500
$43.6M (2024-08) · $23.7M (2023-08)
Investment management fees
$779,608 Aug 31, 2025 reported Form 5500
$734,499 (2024-08) · $655,915 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 20252,860Not disclosedNot disclosedn/a$429M$395,792Not disclosedNot disclosed
2023 to Aug 31, 20242,901Not disclosedNot disclosedn/a$390M$457,016Not disclosedNot disclosed
2022 to Aug 31, 20232,775Not disclosedNot disclosedn/a$346M$924,019Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+83 more service providers

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Provenance
Identifiers: EIN-PN 046023174-001
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

Plumbers Union Local No. 12 Pension sits on 7 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 7 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

7 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-08-31source
  • Consultant changed
    2023-12-31source
  • Consultant changed
    2023-12-31source

+4 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

+16 connections on the graph

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