DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Taft-Hartley plan
Ibew Local 688 Pension Plan
Taft-Hartley planMansfield, OH
Assets
$21.6M
Total assets, May 31, 2023 reported
Funded
87.9%
Jun 1, 2022
Private markets target
n/a
policy May 31, 2023
Commitments
1
none on the tape
Plan sponsor: Ibew Local 688 Pension Plan
Allocation policy
Form 5500, as of May 31, 2023
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.6%
- Non-interest-bearing cash 2.5%
- Common/collective trusts 38.3%
- Registered investment companies 46.5%
- Real estate (other than employer real property) 11.1%
Consultants and advisers
2 firms
- Mariner (andco) Investment adviser (plan)through May 31, 2023 Form 5500
- Cuni, Rust & Strenk Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- National Real Estate Advisorsplan years 2023
- Fifth Third Bankplan years 2023
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $8.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
10 readings
Total assets
Plan assets
Net assets
Funded ratio
Participants
Contributions
Benefits paid
Net investment income
Investment management fees
Form 5500 filings
1 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2022 to May 31, 2023 | 366 | n/a | n/a | n/a | $21.6M | n/a | n/a | $2.4M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- National Real Estate Advisors, LLC codes 28 51 $28,662 PY2022
- Cuni, Rust, & Strenk codes 11 50 $26,750 PY2022
- Benesys, Inc codes 14 50 $24,991 PY2022
- I.B.E.W. 688 Fringe Benefit Funds codes 15 50 $24,267 PY2022
- Dgperry codes 10 50 $21,240 PY2022
- Liberty Insurance Agency codes 22 50 $10,833 PY2022
- Andco Consulting LLC codes 27 51 $10,417 PY2022
- Macala & Piatt LLC codes 29 50 $5,110 PY2022
- Fifth Third Bank codes 28 51 $5,033 PY2022
- Ibew-Neca Equity Index Fund Sched. D C $8.3M PY2022
- Cuni, Rust & Strenk codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346700779-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.