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4 more advisers

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Iubac - Local Union Officers & Employees Pension Plan

Taft-Hartley plan· Washington, District of Columbia

Taft-Hartley plan, based in Washington, District of Columbia, reporting $160M in assets, for 1,209 participants.

Composed from this allocator's classification, location and filed figures.

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $160M
Funded ratio: 83.6%
Managers: 2

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Open searches Allocation policy Consultants Managers

As of 2023-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2023, Segal Marco Advisors, Inc. no longer appears on Iubac - Local Union Officers & Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022).

4 more advisers

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Relationship network

15 connected entities

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.

Reading the network

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.

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Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$160M

Total assets, Dec 31, 2025 reported

Funded

83.6%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

2 managers on Schedule C

Plan sponsor: BD of Trustees Iubac Local Union Officer & Empl Pension Plan

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Non-interest-bearing cash 0.8%
Master trust investment accounts 98.6%

Consultants and advisers

7 firms

Alan Biller and Associates Investment adviser (plan)through Dec 31, 2025 Form 5500
Investment Performance Services General consultantthrough Dec 31, 2025 Form 5500
Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500

+4 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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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)

Arrowstreet Capital, LPplan years 2025
Union Labor Life Insurance Companyplan years 2025

What changed

3 events

Dec 31, 2023Manager relationship started
Arrowstreet Capital appears on Iubac - Local Union Officers & Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Arrowstreet Capital, LPaskebsa.dol.gov
Dec 31, 2023Consultant changedinference
Segal Marco Advisors, Inc. no longer appears on Iubac - Local Union Officers & Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
with Segal Marco Advisorsaskebsa.dol.gov
Jan 1, 2023Assets changed
Iubac - Local Union Officers & Employees Pension Plan plan assets $148M -> $129M (-12.8%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

40 readings

Total assets

$160M Dec 31, 2025 reported Form 5500

$147M (2024-12) · $138M (2023-12) · $130M (2022-12)

Plan assets

$147M Jan 1, 2025 reported Form 5500

$138M (2024-01) · $129M (2023-01) · $148M (2022-01)

Net assets

$160M Dec 31, 2025 reported Form 5500

$147M (2024-12) · $138M (2023-12) · $129M (2022-12)

Funded ratio

83.6% Jan 1, 2025 reported Form 5500

82.6% (2024-01) · 83.9% (2023-01) · 83.5% (2022-01)

Participants

1,209 Jan 1, 2025 reported Form 5500

1,207 (2024-01) · 1,203 (2023-01) · 1,204 (2022-01)

Contributions

$8.7M Dec 31, 2025 reported Form 5500

$8.2M (2024-12) · $7.9M (2023-12) · $7.6M (2022-12)

Benefits paid

$13.7M Dec 31, 2025 reported Form 5500

$13.3M (2024-12) · $12.9M (2023-12) · $12.4M (2022-12)

Net investment income

$12.8M Dec 31, 2025 reported Form 5500

$8.8M (2024-12) · $9.0M (2023-12) · -$19.0M (2022-12)

Investment management fees

$254,841 Dec 31, 2025 reported Form 5500

$321,475 (2024-12) · $184,638 (2023-12) · $107,159 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	1,209	Not disclosed	Not disclosed	n/a	$160M	Not disclosed	$158M	Not disclosed
2024 to Dec 31, 2024	1,207	Not disclosed	Not disclosed	n/a	$147M	Not disclosed	$145M	Not disclosed
2023 to Dec 31, 2023	1,203	Not disclosed	Not disclosed	n/a	$138M	Not disclosed	$136M	Not disclosed
2022 to Dec 31, 2022	1,204	Not disclosed	Not disclosed	n/a	$130M	Not disclosed	$127M	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Iubac codes 10 13 15 50 $633,792 PY2025
Alan D. Biller & Associates, Inc. codes 27 50 $66,000 PY2025
Cheiron, Inc. codes 11 17 50 $64,267 PY2025

+45 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 300853485-002

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: fund commitments.

Record history

3 dated events on the change ledger, latest event first

Manager relationship started
2023-12-31source on record
Consultant changed
2023-12-31source on record
Total assets changed
2023-01-01source on record

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

+13 connections on the graph

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