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
Local 1430 I.B.E.W. Pension Fund
Taft-Hartley planArmonk, NY
Assets
$11.7M
Total assets, Jun 30, 2025 reported
Funded
88.2%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
2
none on the tape
Plan sponsor: Board of Trustees of the Local 1430 I.B.E.W. Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.3%
- Common/collective trusts 11.3%
- Registered investment companies 87.0%
Consultants and advisers
2 firms
- Quan Vest Consultants Investment adviser (plan)through Jun 30, 2021 Form 5500
- Summit Actuarial Services Actuarythrough Jun 30, 2021 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- NEW Tower Trust Company2 rows, latest Jun 30, 2025
Commitments
2 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 Jun 30, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $1.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$11,248 (2023-06) · $7,992 (2021-06)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Jun 30, 2021 | 374 | n/a | n/a | n/a | $11.5M | n/a | n/a | $1.4M |
| 2024 to Jun 30, 2025 | 377 | n/a | n/a | n/a | $11.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 367 | n/a | n/a | n/a | $10.7M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Layne Mccarthy codes 30 $38,000 PY2025
- Bryan Mccarthy Esq codes 29 $24,000 PY2025
- LOU Gaccione codes 20 $17,250 PY2025
- Andrew Fair Esq codes 20 $17,250 PY2025
- Rosemarie Mccarthy codes 30 $11,000 PY2025
- Summit Actuarial Services codes 11 $10,000 PY2025
- Lawrence S. Fischer, CPA codes 10 $9,000 PY2025
- Quan-Vest codes 27 $8,000 PY2025
- Summit Actuarial Services, LLC codes 11 PY2025
- Employee codes $47,799 PY2024
- Mccarthy & Preece, PLLC codes 29 50 $18,000 PY2024
- Andrew Fair, Esq. codes 20 50 $18,000 PY2024
- Matthew Rocco codes 20 50 $18,000 PY2024
- Weaver & Tidwell LLP codes 10 50 $15,000 PY2024
- Quan-Vest codes 27 51 $8,748 PY2024
- Summit Actuarial Services codes 11 50 $7,500 PY2024
- Lawrence S. Fischer, CPA codes 10 50 $7,350 PY2024
- Dylan Wiley codes 20 50 $6,000 PY2024
- Barnes, Iaccarino & Shepherd LLP codes 29 50 $5,400 PY2024
- Newtower Multi-Employer Prop Trst Sched. D C $1.3M PY2024
- Summit Actuarial Services, LLC codes 11 PY2024
- Layne Mccarthy codes 30 $41,033 PY2022
- Dylan Wiley codes 20 $18,000 PY2022
- Bryan Mccarthy Esq codes 29 $18,000 PY2022
- Andrew Fair Esq. codes $18,000 PY2022
- Matthew Rocco codes 20 $18,000 PY2022
- Rosemarie Mccarthy codes 30 $16,753 PY2022
- Summit Actuarial Services codes 11 $10,000 PY2022
- Quan-Vest codes 27 $8,748 PY2022
- Mccarthy & Preece codes 29 $6,000 PY2022
- New Tower Multi-Employer Property T Sched. D C $1.6M PY2022
- Summit Actuarial Services, LLC codes 11 PY2022
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 136367144-001
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.