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
Ibew Local 1799 Pension Fund
Taft-Hartley planSaratoga Springs, NY
Assets
$3.6M
Total assets, Dec 31, 2024 reported
Funded
101.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees for the Ibew Local 1799 Pension
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.6%
- Corporate debt instruments (other) 9.8%
- U.S. Government securities 16.9%
- Registered investment companies 6.5%
- Common stock 47.0%
Consultants and advisers
3 firms
- Bolton Partners, Inc. Actuarythrough Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Dec 31, 2022 Form 5500
- Bolton Partners Northeast, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
29 readings
Net investment income
$139,791 (2023-12) · $-740,824 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 159 | n/a | n/a | n/a | $3.6M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 161 | n/a | n/a | n/a | $2.9M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 176 | n/a | n/a | n/a | $2.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $31,027 PY2024
- UHY Advisors codes 14 50 $25,200 PY2024
- Bolton Partners Northeast Inc. codes 11 50 $21,940 PY2024
- Holm & O'Hara LLP codes 29 50 $13,103 PY2024
- Novak Francella LLC codes 10 50 $9,000 PY2024
- Bolton Partners Northeast, Inc. codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $29,193 PY2023
- UHY Advisors codes 14 50 $25,215 PY2023
- Bolton Partners Northeast Inc. codes 11 50 $19,440 PY2023
- Holm & O'Hara LLP codes 29 50 $9,700 PY2023
- Novak Francella LLC codes 10 50 $9,000 PY2023
- Bolton Partners Northeast, Inc. codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $33,354 PY2022
- Bolton Partners Northeast Inc. codes 11 50 $19,440 PY2022
- UHY Advisors codes 14 50 $15,600 PY2022
- Holm & O'Hara LLP codes 29 50 $9,700 PY2022
- Novak Francella LLC codes 10 50 $8,100 PY2022
- Bolton Partners Northeast, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2024Assets changedIbew Local 1799 Pension Fund total assets $3M -> $4M (+25.2%, 2023-12-31 to 2024-12-31)
- Jan 1, 2023Assets changedIbew Local 1799 Pension Fund plan assets $3M -> $3M (-21.4%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 146065199-001
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.