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 683 Pension Fund Pension Plan

Taft-Hartley planST. Louis, MO
Assets
$368M
Total assets, Dec 31, 2024 reported
Funded
93.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
16
1 managers on Schedule C
Plan sponsor: Ibew Local 683 Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.0%
  • Non-interest-bearing cash 1.3%
  • Partnership/joint venture interests 2.0%
  • 103-12 investment entities 23.2%
  • Common/collective trusts 38.7%
  • Registered investment companies 31.6%
  • Real estate (other than employer real property) 1.4%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
16 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$133M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Asset US Core Plus LLC103 12 ieWestern Asset US Core Plus LLCFixed income$47.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$32.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Afl-Cio Housing Investment Trustcollective trustAfl-Cio Housing InvPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$7.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$5.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$116M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023WA US Core Plus LLCcollective trustWestern Asset Mgmt Company, LLCFixed income$40.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Arrowstreet International Equity103 12 ieArrow Street CapitalPublic equity$29.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Afl-Cio Housing Investment Trustcollective trustAfl-Cio Housing InvPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$8.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$86.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022WA US Core Plus LLCcollective trustWestern Asset Mgmt Company, LLCFixed income$31.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022INT Eq Acwi Ex US Fundcollective trustArrowstreet Capital, LPPooled vehicles$24.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Afl-Cio Housing Investment Trustcollective trustAfl-Cio Housing InvPooled vehicles$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$10.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$368M Dec 31, 2024 reported Form 5500
$316M (2023-12) · $249M (2022-12)
Plan assets
$315M Jan 1, 2024 reported Form 5500
$248M (2023-01) · $289M (2022-01)
Net assets
$365M Dec 31, 2024 reported Form 5500
$315M (2023-12) · $248M (2022-12)
Funded ratio
93.2% Jan 1, 2024 reported Form 5500
89.5% (2023-01) · 88.5% (2022-01)
Participants
4,029 Jan 1, 2024 reported Form 5500
3,389 (2023-01) · 2,954 (2022-01)
Contributions
$35.9M Dec 31, 2024 reported Form 5500
$25.7M (2023-12) · $21.0M (2022-12)
Benefits paid
$20.5M Dec 31, 2024 reported Form 5500
$20.2M (2023-12) · $17.2M (2022-12)
Net investment income
$50.0M Dec 31, 2024 reported Form 5500
$45.1M (2023-12) · $-40.5M (2022-12)
Investment management fees
$674,387 Dec 31, 2024 reported Form 5500
$599,858 (2023-12) · $566,271 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,029n/an/an/a$368M$7.5Mn/a$5.0M
2023 to Dec 31, 20233,389n/an/an/a$316M$7.9Mn/a$4.9M
2022 to Dec 31, 20222,954n/an/an/a$249Mn/an/a$11.5M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
11 events
  • Dec 31, 2024Holding started
    Ibew Local 683 Pension Fund Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $5M at 2024-12-31
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Ibew Local 683 Pension Fund Pension Plan first reports an interest in Western Asset US Core Plus LLC (Western Asset US Core Plus LLC): $48M at 2024-12-31
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Ibew Local 683 Pension Fund Pension Plan no longer reports WA US Core Plus LLC (Western Asset Mgmt Company, LLC) (last held $41M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset Mgmt Company, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ullico Investment Services appears on Ibew Local 683 Pension Fund Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2024Assets changed
    Ibew Local 683 Pension Fund Pension Plan total assets $316M -> $368M (+16.3%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ibew Local 683 Pension Fund Pension Plan funded ratio 89.5% -> 93.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Ibew Local 683 Pension Fund Pension Plan plan assets $248M -> $315M (+26.8%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding endedinference
    Ibew Local 683 Pension Fund Pension Plan no longer reports INT Eq Acwi Ex US Fund (Arrowstreet Capital, LP) (last held $24M at 2022-12-31; absent from the 2023-12-31 filing)
    with Arrowstreet Capital, LPaskebsa.dol.gov
  • Dec 31, 2023Holding started
    Ibew Local 683 Pension Fund Pension Plan first reports an interest in Arrowstreet International Equity (Arrow Street Capital): $30M at 2023-12-31
    with Arrow Street Capitalaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Ibew Local 683 Pension Fund Pension Plan total assets $249M -> $316M (+26.7%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ibew Local 683 Pension Fund Pension Plan plan assets $289M -> $248M (-14.0%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 341442087-001
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.