1 more adviser and 3 more commitments
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Cement Masons Local 526 Pension Plan
Taft-Hartley plan, based in Munhall, Pennsylvania, reporting $75.3M in assets, for 1,008 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $75.3M
- Funded ratio
- 84.3%
- Fund commitments
- 2
- Managers
- 2
Nothing material in the last 90 days. Last change: 1 Jun 2024, Cement Masons Local 526 Pension Plan plan assets $61M -> $70M (+13.9%, 2023-06-01 to 2024-06-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Wellington Global Opportunities3 commitments
- Erect Funds3 commitments
- Wellington Trust Company, Na3 commitments
- Ameriserve3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 3.1%
- Non-interest-bearing cash 1.3%
- Corporate debt instruments (preferred) 0.0%
- Other investments 6.8%
- Common/collective trusts 19.1%
- Registered investment companies 68.2%
- Common stock 0.0%
- Gallagher Fiduciary Advisors Investment adviser (plan)through May 31, 2023 Form 5500
- PNC Bank Association Custodianthrough May 31, 2023 Form 5500
- Acrisure Actuarythrough May 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Wellington Trust Company, Na3 rows, latest May 31, 2025
- Ameriserve3 rows, latest May 31, 2025
- Wellington Trust Company, Naplan years
- Wellingtonplan years
- Wellington Trust Companyplan years 2023
- Jun 1, 2024Assets changedCement Masons Local 526 Pension Plan plan assets $61M -> $70M (+13.9%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedCement Masons Local 526 Pension Plan total assets $61M -> $70M (+13.9%, 2023-05-31 to 2024-05-31)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Wellington Global Opportunitiescollective trust | Wellington Trust Company, Na | Pooled vehicles | $11.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Erect Fundscollective trust | Ameriserve | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Wellington Global Opportunitiescollective trust | Wellington Trust Company, Na | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 1,008 | Not disclosed | Not disclosed | n/a | $75.3M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 985 | Not disclosed | Not disclosed | n/a | $70.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 994 | Not disclosed | Not disclosed | n/a | $61.4M | Not disclosed | Not disclosed | Not disclosed |
- Wellington Trust Company codes 51 68 $86,655 PY2024
- Gallagher Fiduciary Advisors, LLC codes 27 $57,820 PY2024
- Acrisure Mid-Atlantic Partners Ins codes 11 70 $36,895 PY2024
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Cement Masons Local 526 Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.