Skip to content

Allocator Intelligence

Search this marketAsk DFX about this market

Joint Pension Fund of Local Union No 102

Taft-Hartley plan· Parsippany, New Jersey

Taft-Hartley plan, based in Parsippany, New Jersey, reporting $718M in assets, for 4,359 participants.

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

Assets
$718M
Funded ratio
98.5%
Fund commitments
3
Managers
3
Find My Intro PathView relationshipsAsk DFX about this allocator
More
View relationshipsAsk DFX about this allocator
Open searchesPlans backing its top managerSimilar plans, same strategyCommitments (3)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Work here? Correct this profile

Nothing material in the last 90 days. Last change: Jan 1, 2024, Joint Pension Fund of Local Union No 102 funded ratio 93.6% -> 98.5% (2023-01-01 to 2024-01-01).

1 more adviser and 6 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capital path

who backs this record, through what, into what; each name opens its own path
Joint Pension Fund of Local Union No 102
Funds committed to
Managers

Relationship network

33 connected entities9 observed commitments6 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.

Reading the network
  • 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 planShow
Taft-Hartley plan
Assets
$718M
Total assets, Dec 31, 2024 reported
Funded
98.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
2 managers on Schedule C
Plan sponsor: Joint Pension Fund of Local Union No 102 Ibew Board of Trustees

Allocation policy

Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.2%
  • Corporate debt instruments (other) 15.5%
  • U.S. Government securities 13.8%
  • Partnership/joint venture interests 10.4%
  • Common/collective trusts 18.3%
  • Registered investment companies 17.8%
  • Common stock 21.3%
  • Preferred stock 0.0%

Consultants and advisers

4 firms

+1 more consultant or adviser advise this allocator

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+10 more Schedule C managers

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

What changed

5 events
  • Jan 1, 2024Funded status changed
    Joint Pension Fund of Local Union No 102 funded ratio 93.6% -> 98.5% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Joint Pension Fund of Local Union No 102 plan assets $607M -> $671M (+10.5%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Joint Pension Fund of Local Union No 102 total assets $608M -> $672M (+10.5%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Joint Pension Fund of Local Union No 102 funded ratio 113.5% -> 93.6% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Joint Pension Fund of Local Union No 102 plan assets $700M -> $607M (-13.3%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ibew Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$74.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Loomis Sayles World Bond Trustcollective trustLoomis Sayles Trust CompanyFixed income$34.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Russell 1000 Growth Index Fundcollective trustNorthern Trust Investments, Inc.Pooled vehicles$22.1M heldDisclosed holdingaskebsa.dol.gov

+6 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

Size and funding

30 readings
Total assets
$718M Dec 31, 2024 reported Form 5500
$672M (2023-12) · $608M (2022-12)
Plan assets
$671M Jan 1, 2024 reported Form 5500
$607M (2023-01) · $700M (2022-01)
Net assets
$718M Dec 31, 2024 reported Form 5500
$671M (2023-12) · $607M (2022-12)
Funded ratio
98.5% Jan 1, 2024 reported Form 5500
93.6% (2023-01) · 113.5% (2022-01)
Participants
4,359 Jan 1, 2024 reported Form 5500
4,307 (2023-01) · 4,229 (2022-01)
Contributions
$32.1M Dec 31, 2024 reported Form 5500
$32.3M (2023-12) · $30.6M (2022-12)
Benefits paid
$37.8M Dec 31, 2024 reported Form 5500
$33.6M (2023-12) · $32.4M (2022-12)
Net investment income
$46.7M Dec 31, 2024 reported Form 5500
$64.0M (2023-12) · -$92.9M (2022-12)
Investment management fees
$1.9M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $1.6M (2022-12)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,359Not disclosedNot disclosedn/a$718M$74.8MNot disclosedNot disclosed
2023 to Dec 31, 20234,307Not disclosedNot disclosedn/a$672M$77.1MNot disclosedNot disclosed
2022 to Dec 31, 20224,229Not disclosedNot disclosedn/a$608M$61.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+59 more service providers

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

Provenance

Identifiers: EIN-PN 221615726-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Nov 10, 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.
Capital chain

Joint Pension Fund of Local Union No 102 sits on 3 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Record history

5 dated events on the change ledger, latest event first
  • Funded status changed
    2024-01-01source on record
  • Total assets changed
    2024-01-01source on record
  • Total assets changed
    2023-12-31source on record

+2 more changes on this record's ledger

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

+18 connections on the graph