I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a
Taft-Hartley plan, based in LAS Vegas, Nevada, reporting $552M in assets, for 5,045 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a no longer reports TCW Capital Trust (last held $57,120 at 2023-12-31; absent from the 2024-12-31 filing).
2 more advisers, 9 more managers, 43 more commitments and 12 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- Institutional Credit Fund, LP3 commitments
- Wacap O Real Est Opp Viii Feed LLC3 commitments
- Alcentra Euro Cr Opp Fd III Scsp3 commitments
- Alcentra Ltd9 commitments
- Washington Capital Management, Inc.6 commitments
- HPS Investment Partners, LLC3 commitments
Relationship network
84 connected entities46 observed commitments28 repeat counterparties29 dated commitments shown here, 2022 to 2024
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 1.8%
- Non-interest-bearing cash 0.6%
- Other investments 10.7%
- Partnership/joint venture interests 20.1%
- 103-12 investment entities 19.2%
- Common/collective trusts 31.4%
- Pooled separate accounts 6.6%
- Common stock 8.6%
Consultants and advisers
- Nepc, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Global Trust Company CustodianTrusteethrough Dec 31, 2024 Form 5500
- Midwest Institutional Trust Company Custodianthrough Dec 31, 2024 Form 5500
+2 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
- Alcentra Ltd9 rows, latest Dec 31, 2024
- Washington Capital Management, Inc.6 rows, latest Dec 31, 2024
- HPS Investment Partners, LLC3 rows, latest Dec 31, 2024
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Lazard Asset Management LLCplan years
- Baronplan years
- Artisan Partnersplan years
+22 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceI.B.E.W. Local Union No 357 Pension Trust Fund, Plan a no longer reports TCW Capital Trust (last held $57,120 at 2023-12-31; absent from the 2024-12-31 filing)with TCW Capital Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedKaeftx VII, LLC appears on I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Kaeftx VII, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedOcean Avenue GP IV, LLC appears on I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Ocean Avenue GP IV, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedKpeif II, LLC appears on I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Kpeif II, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedCrescent Capital Group LP appears on I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with Crescent Capitalaskebsa.dol.gov
+12 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 Dec 31, 2024 | Institutional Credit Fund, LP103 12 ie | HPS Investment Partners, LLC | Private credit | $860,395 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wacap O Real Est Opp Viii Feed LLC103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Alcentra Euro Cr Opp Fd III Scsp103 12 ie | Alcentra Ltd | Pooled vehicles | $9.6M held | Disclosed holding | askebsa.dol.gov |
+43 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 Dec 31, 2024 | 5,045 | Not disclosed | Not disclosed | n/a | $552M | $111M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,619 | Not disclosed | Not disclosed | n/a | $534M | $60.5M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 6,097 | Not disclosed | Not disclosed | n/a | $471M | $58.1M | Not disclosed | Not disclosed |
- BNY Mellon Investment Adviser, Inc codes 28 51 72 $474,943 PY2024
- Benesys, Inc codes 10 13 15 38 50 64 $349,709 PY2024
- Kpeif II, LLC codes 28 51 52 72 $244,408 PY2024
+109 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a sits on 12 traced paths of capital across the graphs.
DFX traced 12 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 ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2024-12-31source on record
+14 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
+33 connections on the graph
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