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 Eastern States Pension Plan

Taft-Hartley planMount Laural, NJ
Assets
$13.3M
Total assets, Dec 31, 2025 reported
Funded
42.6%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees Ibew Eastern States Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 6.3%
  • Non-interest-bearing cash 12.9%
  • U.S. Government securities 41.2%
  • Registered investment companies 38.3%
Consultants and advisers
3 firms
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
40 readings
Total assets
$13.3M Dec 31, 2025 reported Form 5500
$4.3M (2024-12) · $4.5M (2023-12) · $4.3M (2022-12)
Plan assets
$4.3M Jan 1, 2025 reported Form 5500
$4.5M (2024-01) · $4.3M (2023-01) · $5.6M (2022-01)
Net assets
$13.1M Dec 31, 2025 reported Form 5500
$4.3M (2024-12) · $4.5M (2023-12) · $4.3M (2022-12)
Funded ratio
42.6% Jan 1, 2025 reported Form 5500
43.4% (2024-01) · 40.5% (2023-01) · 52.1% (2022-01)
Participants
394 Jan 1, 2025 reported Form 5500
404 (2024-01) · 410 (2023-01) · 416 (2022-01)
Contributions
$9.3M Dec 31, 2025 reported Form 5500
$66,804 (2024-12) · $93,296 (2023-12) · $105,896 (2022-12)
Benefits paid
$678,748 Dec 31, 2025 reported Form 5500
$674,039 (2024-12) · $623,677 (2023-12) · $600,810 (2022-12)
Net investment income
$8.9M Dec 31, 2025 reported Form 5500
$-221,925 (2024-12) · $208,561 (2023-12) · $-1.3M (2022-12)
Investment management fees
$7,959 Dec 31, 2025 reported Form 5500
$8,619 (2024-12) · $4,078 (2023-12) · $9,400 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025394n/an/an/a$13.3Mn/an/an/a
2024 to Dec 31, 2024404n/an/an/a$4.3Mn/an/an/a
2023 to Dec 31, 2023410n/an/an/a$4.5Mn/an/an/a
2022 to Dec 31, 2022416n/an/an/a$4.3Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2025Consultant changedinference
    Stacey Braun Associates, Inc appears on Ibew Eastern States Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Dec 31, 2025Assets changed
    Ibew Eastern States Pension Plan total assets $4M -> $13M (+209.8%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ibew Eastern States Pension Plan funded ratio 40.5% -> 43.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Morgan Stanley Smith Barney LLC no longer appears on Ibew Eastern States Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Morgan Stanley Smith Barneyaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Ibew Eastern States Pension Plan funded ratio 52.1% -> 40.5% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ibew Eastern States Pension Plan plan assets $6M -> $4M (-23.3%, 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 146032279-001
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.