Local 1430 I.B.E.W. Pension Fund
Taft-Hartley plan, based in Armonk, New York, reporting $11.7M in assets, for 377 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own path- Multi-Employer Property Trust2 commitments
- NEW Tower Trust Company2 commitments
Relationship network
20 connected entities2 observed commitments2 repeat counterpartiescommitments 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
- Non-interest-bearing cash 1.3%
- Common/collective trusts 11.3%
- Registered investment companies 87.0%
Consultants and advisers
- Quan Vest Consultants Investment adviser (plan)through Jun 30, 2021 Form 5500
- Summit Actuarial Services Actuarythrough Jun 30, 2021 Form 5500
People
Manager roster
- NEW Tower Trust Company2 rows, latest Jun 30, 2025
What changed
Commitments
| 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
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Jun 30, 2021 | 374 | Not disclosed | Not disclosed | n/a | $11.5M | Not disclosed | Not disclosed | $1.4M |
| 2024 to Jun 30, 2025 | 377 | Not disclosed | Not disclosed | n/a | $11.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 367 | Not disclosed | Not disclosed | n/a | $10.7M | Not disclosed | Not disclosed | Not disclosed |
- Layne Mccarthy codes 30 $38,000 PY2025
- Bryan Mccarthy Esq codes 29 $24,000 PY2025
- LOU Gaccione codes 20 $17,250 PY2025
+29 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
Local 1430 I.B.E.W. Pension Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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.
Checking your plan…
›Connections
every published relationship on the graph
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.