1 more adviser and 4 more commitments
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Bricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan
Taft-Hartley plan, based in Buffalo, New York, reporting $27.0M in assets, for 670 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $27.0M
- Funded ratio
- 43.5%
- Fund commitments
- 3
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 May 2025, Bricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan no longer reports Master Income-Plus Group Trust (last held $18,729 at 2024-05-31; absent from the 2025-05-31 filing).
Capital path
who backs this record, through what, into what; each name opens its own path- Proloan Bond Fund LLC3 commitments
- Rainier Multiple Investment Trust2 commitments
- Master Income-Plus Group Trust2 commitments
- Proloan Bond Fund3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.4%
- Non-interest-bearing cash 1.6%
- Corporate debt instruments (other) 12.3%
- U.S. Government securities 0.1%
- Other investments 2.3%
- Partnership/joint venture interests 22.1%
- 103-12 investment entities 5.0%
- Registered investment companies 32.5%
- Common stock 18.5%
- Morgan Stanley Smith Barney, LLC Custodianthrough May 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough May 31, 2023 Form 5500
- Wilmington Trust Custodianthrough 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.
- Proloan Bond Fund3 rows, latest May 31, 2025
- Proloan Bond Fundplan years
- Manning & Napier Advisors, LLCplan years 2023
- May 31, 2025Holding endedinferenceBricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan no longer reports Master Income-Plus Group Trust (last held $18,729 at 2024-05-31; absent from the 2025-05-31 filing)with Master Income-Plus Group Trustaskebsa.dol.gov
- May 31, 2025Holding endedinferenceBricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan no longer reports Rainier Multiple Investment Trust (last held $649,836 at 2024-05-31; absent from the 2025-05-31 filing)with Rainier Multiple Investment Trustaskebsa.dol.gov
- Jun 1, 2023Funded status changedBricklayers & Allied Craftworkers Local No 3 NY Niagara Falls-Buffalo Chapter Pension Plan funded ratio 39.8% -> 42.1% (2022-06-01 to 2023-06-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Proloan Bond Fund LLC103 12 ie | Proloan Bond Fund | Fixed income | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Rainier Multiple Investment Trustcollective trust | Rainier Multiple Investment Trust | Pooled vehicles | $649,836 held | Disclosed holding | askebsa.dol.gov |
+4 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 670 | Not disclosed | Not disclosed | n/a | $27.0M | $6.0M | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 666 | Not disclosed | Not disclosed | n/a | $25.2M | $4.7M | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 671 | Not disclosed | Not disclosed | n/a | $23.3M | $3.1M | Not disclosed | Not disclosed |
- The Segal Company codes 11 50 $58,075 PY2024
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 $34,185 PY2024
- Slevin & Hart PC codes 29 50 $24,091 PY2024
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Record history
- Holding in a pooled vehicle ended2025-05-31source
- Holding in a pooled vehicle ended2025-05-31source
- Funded status changed2023-06-01source
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
+7 connections on the graph
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