Ibew Local Union 64 Pension Plan
Taft-Hartley plan, based in Canfield, Ohio, reporting $43.2M in assets, for 619 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Andco Consulting no longer appears on Ibew Local Union 64 Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023).
3 more advisers and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- Chevy Chase Trust Company3 commitments
Relationship network
18 connected entities3 observed commitments3 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- 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
- 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
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- National Real Estate Advisorsplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- 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)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $17.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $15.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $12.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 619 | Not disclosed | Not disclosed | n/a | $43.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 614 | Not disclosed | Not disclosed | n/a | $38.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 568 | Not disclosed | Not disclosed | n/a | $34.1M | Not disclosed | Not disclosed | Not disclosed |
- 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
+31 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Ibew Local Union 64 Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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 $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+6 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
+12 connections on the graph
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