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 Union No. 479 Pension Trust Fund
Taft-Hartley planBeaumont, TX
Assets
$162M
Total assets, Dec 31, 2024 reported
Funded
135.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
1 managers on Schedule C
Plan sponsor: Trustees of Ibew Local Union No 479 Pension Trust Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 3.9%
- Corporate debt instruments (other) 18.4%
- Other investments 7.4%
- Partnership/joint venture interests 4.8%
- Common/collective trusts 5.3%
- Registered investment companies 59.8%
Consultants and advisers
3 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Consulting Actuarythrough Dec 31, 2022 Form 5500
- The Segal Co (western States), Inc. Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
- Segal Marcoplan years 2024
- Fidelity Manage Trustplan years 2022
- HGK Trinity Streetplan years 2022
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Infrastructure Fundcollective trust | Ibew Local Union No.479 Pension Plan | Infrastructure | $8.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Infrastructure Fundcollective trust | Ibew Local Union No.479 Pension Plan | Infrastructure | $8.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Infrastructure Fundcollective trust | Ibew Local Union No. 479 Pension Plan | Infrastructure | $7.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$174,365 (2023-12) · $166,532 (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 | 1,915 | n/a | n/a | n/a | $162M | $7.9M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,898 | n/a | n/a | n/a | $145M | $8.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,878 | n/a | n/a | n/a | $128M | $6.7M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- HGK Trinity Street codes 28 50 $74,519 PY2024
- Fidelity Manage Trust codes 28 50 $54,905 PY2024
- Segal Marco codes 28 50 $45,000 PY2024
- Benefit Resources Inc codes 13 15 50 $40,475 PY2024
- The Segal Co. codes 11 50 $33,500 PY2024
- Edwards and Leathers, P.C. codes 10 50 $16,500 PY2024
- Infrastructure Fund Sched. D C $8.6M PY2024
- Segal Consulting codes 11 PY2024
- HGK Trinity Street codes 28 50 $67,380 PY2023
- Fidelity Manage Trust codes 28 50 $61,985 PY2023
- Benefit Resources, Inc. codes 13 15 50 $45,664 PY2023
- Segal Marco codes 27 50 $45,000 PY2023
- The Segal Co codes 11 50 $36,549 PY2023
- Edwards and Leathers, P.C. codes 10 50 $17,595 PY2023
- Infrastructure Fund Sched. D C $8.1M PY2023
- Segal Consulting codes 11 PY2023
- Fidelity Manage Trust codes 28 50 $61,331 PY2022
- HGK Trinity Street codes 28 50 $60,201 PY2022
- Segal Marco codes 27 50 $45,000 PY2022
- Benefit Resources, Inc. codes 15 50 $31,614 PY2022
- Tammy Graves codes 14 30 50 $26,539 PY2022
- Edwards and Leathers, P.C. codes 10 50 $19,486 PY2022
- The Segal Co codes 11 50 $3,650 PY2022
- Infrastructure Fund Sched. D C $7.9M PY2022
- Segal Consulting codes 11 PY2022
What changed
6 events
- Dec 31, 2024Assets changedIbew Local Union No. 479 Pension Trust Fund total assets $145M -> $162M (+12.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedIbew Local Union No. 479 Pension Trust Fund funded ratio 132.1% -> 135.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedIbew Local Union No. 479 Pension Trust Fund plan assets $128M -> $145M (+13.2%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedIbew Local Union No. 479 Pension Trust Fund total assets $128M -> $145M (+13.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedIbew Local Union No. 479 Pension Trust Fund funded ratio 128.7% -> 132.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedIbew Local Union No. 479 Pension Trust Fund plan assets $149M -> $128M (-14.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 746183767-001
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.