Electricians Pension Plan, Ibew 995
Taft-Hartley plan, based in Baton Rouge, Louisiana, reporting $77.7M in assets, for 1,376 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Electricians Pension Plan, Ibew 995 first reports an interest in Lazard/wilmington International Equ: $3M at 2025-09-30.
5 more advisers, 4 more managers, 15 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Longview Ultra Construction Loan in3 commitments
- ASB Allegiance Real Estate Fund3 commitments
- Wellington Cif II Quality Value S13 commitments
- Amalgamated Bank3 commitments
- ABS Allegiance Real Estate3 commitments
- Wellington Trust Company, Na3 commitments
Relationship network
49 connected entities18 observed commitments12 repeat counterparties12 dated commitments shown here, 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
- 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
- Richmond Capital Management, Inc. Investment adviser (plan)through Sep 30, 2025 Form 5500
- Proloan Bond Fund Investment adviser (plan)through Sep 30, 2024 Form 5500
- Investment Performance Services General consultantInvestment adviser (plan)through Sep 30, 2024 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Amalgamated Bank3 rows, latest Sep 30, 2025
- ABS Allegiance Real Estate3 rows, latest Sep 30, 2025
- Wellington Trust Company, Na3 rows, latest Sep 30, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Hardman Johnston Global Advisorsplan years 2023
- Nuveen, LLCplan years
- Hardman Johnstonplan years
+14 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Holding startedElectricians Pension Plan, Ibew 995 first reports an interest in Lazard/wilmington International Equ: $3M at 2025-09-30with Lazard/wilmington International Equaskebsa.dol.gov
- Sep 30, 2025Holding endedinferenceElectricians 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 changedElectricians Pension Plan, Ibew 995 funded ratio 69.3% -> 71.9% (2023-10-01 to 2024-10-01)
- Oct 1, 2024Assets changedElectricians Pension Plan, Ibew 995 plan assets $66M -> $74M (+11.2%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedElectricians Pension Plan, Ibew 995 total assets $66M -> $74M (+11.1%, 2023-09-30 to 2024-09-30)
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $1,576 held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Wellington Cif II Quality Value S1collective trust | Wellington Trust Company, Na | Pooled vehicles | $10.4M held | Disclosed holding | askebsa.dol.gov |
+15 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Sep 30, 2025 | 1,376 | Not disclosed | Not disclosed | n/a | $77.7M | $13.8M | Not disclosed | $9.5M |
| 2023 to Sep 30, 2024 | 1,366 | Not disclosed | Not disclosed | n/a | $73.9M | $11.6M | Not disclosed | $9.5M |
| 2022 to Sep 30, 2023 | 1,451 | Not disclosed | Not disclosed | n/a | $66.5M | $10.1M | Not disclosed | $11.0M |
- Bridgeway Benefit Technologies, LLC codes 49 $76,310 PY2024
- Investment Performance Service, L.L codes 16 27 $75,073 PY2024
- Atlanta Capital Management Company codes 68 71 $53,608 PY2024
+77 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Electricians Pension Plan, Ibew 995 sits on 15 traced paths of capital across the graphs.
DFX traced 15 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2025-09-30source on record
- Holding in a pooled vehicle ended2025-09-30source on record
- Funded status changed2024-10-01source on record
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+28 connections on the graph
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