Ibew Local No. 100 Pension Plan
Taft-Hartley plan, based in Fresno, California, reporting $209M in assets, for 1,560 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Ibew Local No. 100 Pension Plan first reports an interest in Segall Bryant & Hamill Smid Cap Tf (Sei): $25M at 2025-06-30.
6 more managers, 16 more commitments and 5 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- Chevy Chase Trust Company3 commitments
- ABS Allegiance Real Estate3 commitments
- Ullico Investment Advisors3 commitments
Relationship network
42 connected entities19 observed commitments10 repeat counterparties14 dated commitments shown here, 2023 to 2025
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 0.7%
- Partnership/joint venture interests 4.6%
- 103-12 investment entities 2.5%
- Common/collective trusts 45.3%
- Pooled separate accounts 4.5%
- Registered investment companies 41.6%
Consultants and advisers
- Verus Advisory, Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- Rael & Letson Actuarythrough Jun 30, 2023 Form 5500
- US Bank Custodianthrough Jun 30, 2023 Form 5500
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Jun 30, 2025
- ABS Allegiance Real Estate3 rows, latest Jun 30, 2025
- Ullico Investment Advisors3 rows, latest Jun 30, 2025
+6 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Arrowstreet Globalplan years
- Arrowstreetplan years
- Chevy Chaseplan years
+6 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, 2025Holding startedIbew Local No. 100 Pension Plan first reports an interest in Segall Bryant & Hamill Smid Cap Tf (Sei): $25M at 2025-06-30with Seiaskebsa.dol.gov
- Jun 30, 2025Holding startedIbew Local No. 100 Pension Plan first reports an interest in Arrowstreet Global Equity Acwi Cit: $22M at 2025-06-30with Arrowstreet Global Equity Acwi Citaskebsa.dol.gov
- Jun 30, 2025Holding startedIbew Local No. 100 Pension Plan first reports an interest in American Core Realty Fund (American Realty Advisors): $2M at 2025-06-30with American Realty Advisorsaskebsa.dol.gov
- Jun 30, 2025Assets changedIbew Local No. 100 Pension Plan total assets $185M -> $209M (+12.5%, 2024-06-30 to 2025-06-30)
- Dec 31, 2024Manager relationship endedinferenceASB Capital Management no longer appears on Ibew Local No. 100 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with ASB Capital Management LLCaskebsa.dol.gov
+5 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 Jun 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $24.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $10.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $5.2M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 | 1,560 | Not disclosed | Not disclosed | n/a | $209M | $9.6M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,531 | Not disclosed | Not disclosed | n/a | $185M | $9.0M | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,305 | Not disclosed | Not disclosed | n/a | $169M | Not disclosed | Not disclosed | Not disclosed |
- Verus codes 27 50 $294,361 PY2024
- Miller Kaplan Arase LLP codes 10 50 $155,333 PY2024
- Rael & Letson codes 11 50 $131,306 PY2024
+57 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 No. 100 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.
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Record history
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
- Holding in a pooled vehicle started2025-06-30source on record
+7 more changes on this record's ledger
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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
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