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

Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2

Taft-Hartley planAlsip, IL
Assets
$2.7B
Total assets, Jun 30, 2025 reported
Funded
112.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
1 managers on Schedule C
Plan sponsor: Board of Trustees of Eca Chicago and Local Union 134 Ibew Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 99.1%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
10 managers on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$2.7B Jun 30, 2025 reported Form 5500
$2.4B (2024-06) · $2.2B (2023-06)
Plan assets
$2.4B Jul 1, 2024 reported Form 5500
$2.2B (2023-07) · $2.1B (2022-07)
Net assets
$2.7B Jun 30, 2025 reported Form 5500
$2.4B (2024-06) · $2.2B (2023-06)
Funded ratio
112.8% Jul 1, 2024 reported Form 5500
113.0% (2023-07) · 119.2% (2022-07)
Participants
19,764 Jul 1, 2024 reported Form 5500
19,738 (2023-07) · 19,431 (2022-07)
Contributions
$135M Jun 30, 2025 reported Form 5500
$131M (2024-06) · $122M (2023-06)
Benefits paid
$136M Jun 30, 2025 reported Form 5500
$130M (2024-06) · $123M (2023-06)
Net investment income
$266M Jun 30, 2025 reported Form 5500
$184M (2024-06) · $131M (2023-06)
Investment management fees
$4.4M Jun 30, 2025 reported Form 5500
$5.9M (2024-06) · $4.3M (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 202519,764n/an/an/a$2.7Bn/a$2.7Bn/a
2023 to Jun 30, 202419,738n/an/an/a$2.4Bn/a$2.4Bn/a
2022 to Jun 30, 202319,431n/an/an/a$2.2Bn/a$2.2Bn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Jun 30, 2025Assets changed
    Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2 total assets $2.4B -> $2.7B (+11.0%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    50 South Capital no longer appears on Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2's Schedule C as investment manager (plan year 2024 vs 2023)
    with 50 South Capital Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Baillie Gifford Overseas Ltd. no longer appears on Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2's Schedule C as investment manager (plan year 2024 vs 2023)
    with Baille Giffordaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    J.P. Morgan Investment Management no longer appears on Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2's Schedule C as investment manager (plan year 2024 vs 2023)
    with J.P. Morgan Investment Managementaskebsa.dol.gov
  • Jul 1, 2023Funded status changed
    Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2 funded ratio 119.2% -> 113.0% (2022-07-01 to 2023-07-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516030753-002
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.