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 Union 64 Pension Plan
Taft-Hartley planCanfield, OH
Assets
$43.2M
Total assets, Dec 31, 2024 reported
Funded
91.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Ibew Local Union 64 Pension Plan Joint Board of Trades
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 2.3%
- Other investments 9.7%
- Common/collective trusts 40.5%
- Registered investment companies 45.9%
Consultants and advisers
6 firms
- Mariner Institutional LLC General consultantPension consultantthrough Dec 31, 2024 Form 5500
- Acrisure Actuarythrough Dec 31, 2023 Form 5500
- PNC Bank, National Association Custodianthrough Dec 31, 2023 Form 5500
- Horton Group Actuarythrough Dec 31, 2023 Form 5500
- PNC Bank Custodianthrough Dec 31, 2022 Form 5500
- Horizon Actuarial Services Actuarythrough Dec 31, 2022 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)
- American Realty Advisorsplan years 2022
- National Real Estate Advisorsplan years 2022
Commitments
3 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 Dec 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust | Public equity | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust | Public equity | $15.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust | Public equity | $12.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$37,000 (2023-12) · $94,716 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 619 | n/a | n/a | n/a | $43.2M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 614 | n/a | n/a | n/a | $38.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 568 | n/a | n/a | n/a | $34.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benesys, Inc. codes 13 15 $42,203 PY2024
- Mariner Institutional, LLC codes 16 $37,000 PY2024
- The Horton Group codes 11 17 $36,000 PY2024
- American Realty Advisors codes 28 51 $28,626 PY2024
- Yurchyk & Davis Cpa's, Inc codes 10 $28,080 PY2024
- Pbgc Premium codes 73 $22,903 PY2024
- National Real Estate Advisors codes 28 51 $17,428 PY2024
- Faulkner, Hoffman & Phillips, LLC codes 29 $10,367 PY2024
- PNC Bank, National Association codes 15 19 28 $9,191 PY2024
- Ibew-Neca Equity Index Fund Sched. D C $17.5M PY2024
- Acrisure codes 11 PY2024
- Benesys, Inc. codes 13 15 $40,301 PY2023
- Andco Consulting codes 17 $37,000 PY2023
- American Realty Advisors codes 28 51 $31,485 PY2023
- Pbgc Premium codes 73 $21,490 PY2023
- The Horton Group codes 11 $21,437 PY2023
- National Real Estate Advisors codes 28 51 $19,738 PY2023
- Horizon Actuarial codes 11 $15,688 PY2023
- Yurchyk & Davis Cpa's, Inc codes 10 $14,835 PY2023
- PNC Bank, National Association codes 19 $7,658 PY2023
- Faulkner, Hoffman & Phillips, LLC codes 29 $6,952 PY2023
- Ibew-Neca Equity Index Fund Sched. D C $15.1M PY2023
- Acrisure codes 11 PY2023
- Benesys, Inc. codes 13 15 $38,306 PY2022
- Horizon Actuarial codes 11 $37,385 PY2022
- Andco Consulting codes 17 $37,000 PY2022
- American Realty Advisors codes 28 51 $28,368 PY2022
- National Real Estate Advisors codes 28 51 $20,646 PY2022
- Pbgc Premium codes 73 $18,176 PY2022
- Yurchyk & Davis Cpa's, Inc codes 10 $14,545 PY2022
- Green Haines Sgambati Co., L.P.A. codes 29 $12,780 PY2022
- PNC Bank, National Association codes 19 $8,702 PY2022
- Ibew-Neca Equity Index Fund Sched. D C $12.0M PY2022
- Horizon Actuarial Services, LLC codes 11 PY2022
What changed
9 events
- Dec 31, 2024Consultant changedinferenceAndco Consulting no longer appears on Ibew Local Union 64 Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Mariner Institutional LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Horton Group appears on Ibew Local Union 64 Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Horton Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceMariner Institutional, LLC appears on Ibew Local Union 64 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Mariner Institutional LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedPNC Bank, National Association appears on Ibew Local Union 64 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with PNC Bank, National Associationaskebsa.dol.gov
- Dec 31, 2024Assets changedIbew Local Union 64 Pension Plan total assets $38M -> $43M (+12.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedIbew Local Union 64 Pension Plan plan assets $34M -> $38M (+12.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedIbew Local Union 64 Pension Plan total assets $34M -> $38M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIbew Local Union 64 Pension Plan funded ratio 87.8% -> 90.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIbew Local Union 64 Pension Plan plan assets $40M -> $34M (-13.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 346654696-002
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.