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

Electricians Pension Plan, Ibew 995

Taft-Hartley planBaton Rouge, LA
Assets
$77.7M
Total assets, Sep 30, 2025 reported
Funded
71.9%
Oct 1, 2024
Private markets target
n/a
policy Sep 30, 2025
Commitments
18
3 managers on Schedule C
Plan sponsor: Trustees of the Electricians Pension Plan, Ibew 995
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 13.2%
  • U.S. Government securities 7.8%
  • Other investments 0.0%
  • Partnership/joint venture interests 17.8%
  • 103-12 investment entities 5.9%
  • Common/collective trusts 33.4%
  • Common stock 7.2%
  • Real estate (other than employer real property) 12.2%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$1,576 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$4.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Nuveen/sei Trust Company Investmentcollective trustSEI Trust CompanyPooled vehicles$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Wellington Cif II Quality Value S1collective trustWellington FdPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Lazard/wilmington International Equcollective trustGreat Gray Trust Company, LLCPooled vehicles$3.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$4,311 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Nuveen/sei Trust Company Investmentcollective trustSEI Trust CompanyPooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Blackrock Global Allocation Collectcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Wellington Cif II Quality Value S1collective trustWellington FdPooled vehicles$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$3,862 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Hardman Johnston Int'l Equity Group103 12 ieJohnston International EquityPublic equity$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Nuveen/sei Trust Company Investmentcollective trustSEI Trust CompanyPooled vehicles$8.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Blackrock Global Allocation Collectcollective trustBlackrock Institutional Trust Company, N.A.Pooled vehicles$3.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2023Wellington Cif II Quality Value S1collective trustWellington FdPooled vehicles$8.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$77.7M Sep 30, 2025 reported Form 5500
$73.9M (2024-09) · $66.5M (2023-09)
Plan assets
$73.8M Oct 1, 2024 reported Form 5500
$66.3M (2023-10) · $63.9M (2022-10)
Net assets
$77.6M Sep 30, 2025 reported Form 5500
$73.8M (2024-09) · $66.3M (2023-09)
Funded ratio
71.9% Oct 1, 2024 reported Form 5500
69.3% (2023-10) · 70.1% (2022-10)
Participants
1,376 Oct 1, 2024 reported Form 5500
1,366 (2023-10) · 1,451 (2022-10)
Contributions
$7.3M Sep 30, 2025 reported Form 5500
$6.2M (2024-09) · $6.7M (2023-09)
Benefits paid
$8.7M Sep 30, 2025 reported Form 5500
$8.3M (2024-09) · $8.4M (2023-09)
Net investment income
$3.8M Sep 30, 2025 reported Form 5500
$7.4M (2024-09) · $2.4M (2023-09)
Investment management fees
$446,231 Sep 30, 2025 reported Form 5500
$444,966 (2024-09) · $488,056 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,376n/an/an/a$77.7M$13.8Mn/a$9.5M
2023 to Sep 30, 20241,366n/an/an/a$73.9M$11.6Mn/a$9.5M
2022 to Sep 30, 20231,451n/an/an/a$66.5M$10.1Mn/a$11.0M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
9 events
  • Sep 30, 2025Holding started
    Electricians Pension Plan, Ibew 995 first reports an interest in Lazard/wilmington International Equ: $3M at 2025-09-30
    with Lazard/wilmington International Equaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Electricians Pension Plan, Ibew 995 no longer reports Blackrock Global Allocation Collect (last held $4M at 2024-09-30; absent from the 2025-09-30 filing)
    with Blackrock Global Allocation Collectaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Electricians Pension Plan, Ibew 995 funded ratio 69.3% -> 71.9% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Electricians Pension Plan, Ibew 995 plan assets $66M -> $74M (+11.2%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Electricians Pension Plan, Ibew 995 total assets $66M -> $74M (+11.1%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Chevy Chase Trust Company appears on Electricians Pension Plan, Ibew 995's Schedule C as investment manager (plan year 2023 vs 2022)
    with ABS Allegiance Real Estateaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinference
    ASB Capital Management LLC no longer appears on Electricians Pension Plan, Ibew 995's Schedule C as investment manager (plan year 2023 vs 2022)
    with ASB Capital Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Hardman Johnston Global Advisors Ll appears on Electricians Pension Plan, Ibew 995's Schedule C as investment manager (plan year 2023 vs 2022)
    with Hardman Johnston Global Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Richmond Capital Management appears on Electricians Pension Plan, Ibew 995's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Proloan Bond Fundaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 726057089-001
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.