Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2
Taft-Hartley plan, based in Alsip, Illinois, reporting $2.7B in assets, for 19,764 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, 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).
Relationship network
16 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.
- Sponsor
- 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.
- Which managers has Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2 committed the most to, and when?
- Which consultants advise Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2, and on which commitments?
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Master trust investment accounts 99.1%
Consultants and advisers
- Northern Trust Co. Custodianthrough Jun 30, 2023 Form 5500
- Segal Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Earnest Partnersplan years 2025
- LSV Asset Managementplan years 2023
- National Investment Svcs of Amerplan years 2023
+7 more Schedule C managers
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
- Jun 30, 2025Assets changedElectrical 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)
- Dec 31, 2024Manager relationship endedinference50 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 endedinferenceBaillie 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 endedinferenceJ.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 changedElectrical 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)
Commitments
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 Jun 30, 2025 | 19,764 | Not disclosed | Not disclosed | n/a | $2.7B | Not disclosed | $2.7B | Not disclosed |
| 2023 to Jun 30, 2024 | 19,738 | Not disclosed | Not disclosed | n/a | $2.4B | Not disclosed | $2.4B | Not disclosed |
| 2022 to Jun 30, 2023 | 19,431 | Not disclosed | Not disclosed | n/a | $2.2B | Not disclosed | $2.2B | Not disclosed |
- Electrical Insurance Trustees codes 14 $2.3M PY2024
- LSV Asset Management codes 28 51 $1.5M PY2024
- National Investment Services, Inc codes 28 51 $761,466 PY2024
+36 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
Not yet on record: fund commitments.
Record history
- Total assets changed2025-06-30source on record
- Manager relationship ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+2 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
+13 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.