Ibew Local 683 Pension Fund Pension Plan
Taft-Hartley plan, based in ST. Louis, Missouri, reporting $368M in assets, for 4,029 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, 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.
5 more advisers, 4 more managers, 13 more commitments and 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- Afl-Cio Housing Investment Trust3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Chevy Chase Trust Company3 commitments
- Western Asset Mgmt Company, LLC3 commitments
- Afl-Cio Housing Inv3 commitments
Relationship network
36 connected entities16 observed commitments11 repeat counterparties15 dated commitments shown here, 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 0.0%
- 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
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ullico Investment Advisors Custodianthrough Dec 31, 2024 Form 5500
- National Real Estate Advisors Custodianthrough Dec 31, 2022 Form 5500
+5 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
- Western Asset Mgmt Company, LLC3 rows, latest Dec 31, 2024
- Afl-Cio Housing Inv3 rows, latest Dec 31, 2024
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Western Asset Mgmt Company, LLCplan years
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
+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, 2024Holding startedIbew Local 683 Pension Fund Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $5M at 2024-12-31with Ullico Investment Advisorsaskebsa.dol.gov
- Dec 31, 2024Holding startedIbew 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 2024-12-31with Western Asset US Core Plus LLCaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceIbew 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 startedUllico 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 changedIbew Local 683 Pension Fund Pension Plan total assets $316M -> $368M (+16.3%, 2023-12-31 to 2024-12-31)
+6 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 | $133M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Western Asset US Core Plus LLC103 12 ie | Western Asset Mgmt Company, LLC | Fixed income | $47.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Arrowstreet International Equity103 12 ie | Arrow Street Capital | Public equity | $32.3M held | Disclosed holding | askebsa.dol.gov |
+13 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 4,029 | Not disclosed | Not disclosed | n/a | $368M | $7.5M | Not disclosed | $5.0M |
| 2023 to Dec 31, 2023 | 3,389 | Not disclosed | Not disclosed | n/a | $316M | $7.9M | Not disclosed | $4.9M |
| 2022 to Dec 31, 2022 | 2,954 | Not disclosed | Not disclosed | n/a | $249M | Not disclosed | Not disclosed | $11.5M |
- Arrowstreet Capital, LP codes 19 28 52 $184,938 PY2024
- Ibew Neca Service Center codes 14 36 50 $134,328 PY2024
- Western Asset Management codes 19 28 52 $132,094 PY2024
+51 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 683 Pension Fund Pension Plan sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths 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.
Checking your plan…
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
+8 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+14 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.