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

IBT Consolidated Pension Plan

Taft-Hartley planSeattle, WA
Assets
$180M
Total assets, Dec 31, 2024 reported
Funded
120.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
22
12 managers on Schedule C
Plan sponsor: BD of Trustees of Ibt Consolidated Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.4%
  • Other investments 28.7%
  • Partnership/joint venture interests 21.0%
  • 103-12 investment entities 18.6%
  • Common/collective trusts 17.6%
  • Registered investment companies 12.1%
  • Common stock 1.0%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
22 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024BNY Mellon/walter Scott Glb Eqcollective trustBNY MellonPooled vehicles$13.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024William Blair Emerging Markets Smalcollective trustWilliam Blair Investment ManagementPublic equity$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Boston Trust Walden Small Cap Citcollective trustBoston Trust Walden CompanyPublic equity$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$11.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$14.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Aberdeen Emerging Markets Equity Fd103 12 ieAberdeenPublic equity$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023BNY Mellon/walter Scott Glb Eqcollective trustBNY MellonPooled vehicles$12.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023William Blair Emerging Markets Smalcollective trustWilliam Blair Investment ManagementPublic equity$1.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Boston Trust Walden Small Cap Citcollective trustBoston Trust Walden CompanyPublic equity$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$13.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Aberdeen Emerging Markets Equity Fd103 12 ieAberdeenPublic equity$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Artisan Multiple Investment Trustcollective trustArtisan Global Value TrustPooled vehicles$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022BNY Mellon/walter Scott Glb Eqcollective trustBNY MellonPooled vehicles$8.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022EB Temporary Investmentcollective trustBNY MellonPooled vehicles$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022ALL Weather Portfolio Limited103 12 ieBridgewaterPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Brandywine Global Investment Manage103 12 ieBrandywine Global Investment Mgmt.Pooled vehicles$10.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Aberdeen Emerging Markets Equity Fd103 12 ieAberdeenPublic equity$6.9M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$180M Dec 31, 2024 reported Form 5500
$171M (2023-12) · $152M (2022-12)
Plan assets
$171M Jan 1, 2024 reported Form 5500
$152M (2023-01) · $159M (2022-01)
Net assets
$180M Dec 31, 2024 reported Form 5500
$171M (2023-12) · $152M (2022-12)
Funded ratio
120.0% Jan 1, 2024 reported Form 5500
127.4% (2023-01) · 97.2% (2022-01)
Participants
4,449 Jan 1, 2024 reported Form 5500
4,274 (2023-01) · 4,516 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$10.2M (2023-12) · $17.4M (2022-12)
Benefits paid
$5.3M Dec 31, 2024 reported Form 5500
$3.2M (2023-12) · $2.3M (2022-12)
Net investment income
$9.3M Dec 31, 2024 reported Form 5500
$19.0M (2023-12) · $-6.7M (2022-12)
Investment management fees
$1.1M Dec 31, 2024 reported Form 5500
$398,589 (2023-12) · $176,092 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,449n/an/an/a$180M$37.8Mn/an/a
2023 to Dec 31, 20234,274n/an/an/a$171M$34.5Mn/an/a
2022 to Dec 31, 20224,516n/an/an/a$152M$34.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
27 events
  • Dec 31, 2024Manager relationship started
    Callodine Credit Management appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Callodine Credit Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Calodine Credit Management no longer appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Calodine Credit Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Brookfield Asset Management Private appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brookfield Asset Management Privateaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    King Street Capital Management, L.P appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with King Street Capital Management, L.Paskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Fortress Investment Group LLC appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Fortress Investment Group LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Grain Management appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Grain Management, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Siguler Guff Advisers, LLC appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Siguler Guff Advisorsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Kennedy Lewis Management LP appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Kennedy Lewis Management LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Monarch Alternative Capital LP appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Monarch Alternative Capital LPaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    RRA Investment Management, LLC appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with RRA Investment Management, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Backcast Partners Management LLC appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Backcast Partners Management LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    LEM Capital appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with LEM Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Arbour Lane Credit Opportunity Fund appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Arbour Laneaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    IBT Consolidated Pension Plan funded ratio 127.4% -> 120.0% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    IBT Consolidated Pension Plan plan assets $152M -> $171M (+12.5%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Holding started
    IBT Consolidated Pension Plan first reports an interest in William Blair Emerging Markets Smal (William Blair Investment Management): $1M at 2023-12-31
    with William Blair Investment Managementaskebsa.dol.gov
  • Dec 31, 2023Holding started
    IBT Consolidated Pension Plan first reports an interest in Boston Trust Walden Small Cap Cit: $2M at 2023-12-31
    with Boston Trust Walden Small Cap Citaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Crayhill Capital Management LP appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Crayhill Capital Management LPaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Nepc appears on IBT Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Nepc, LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Northbridge Partners LLC appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Northbridge Partners LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Francisco Partners appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Francisco Partnersaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    EQT Fund Management appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with EQT Fund Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Kayne Anderson Rudnick appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Kayne Anderson Rudnickaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Calodine Credit Management appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Calodine Credit Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    William Blair appears on IBT Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with William Blairaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    IBT Consolidated Pension Plan total assets $152M -> $171M (+12.6%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    IBT Consolidated Pension Plan funded ratio 97.2% -> 127.4% (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 822153627-001
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.