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 Local 7 Pension Fund
Taft-Hartley planMeriden, CT
Assets
$85.8M
Total assets, May 31, 2025 reported
Funded
98.0%
Jun 1, 2023
Private markets target
n/a
policy May 31, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees of Ibew Local No. 7 Pension Plan
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 11.1%
- Registered investment companies 88.9%
Consultants and advisers
4 firms
- Bpas Actuarial and Pension Services Actuarythrough May 31, 2025 Form 5500
- Cbiz Ris Actuarythrough May 31, 2024 Form 5500
- The Mckeogh Company Actuarythrough May 31, 2023 Form 5500
- Cbiz Actuarythrough May 31, 2023 Form 5500
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
29 readings
Investment management fees
$223,945 (2024-05) · $57,081 (2023-05)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 1,224 | n/a | n/a | n/a | $85.8M | n/a | n/a | n/a |
| 2023 to May 31, 2024 | 1,191 | n/a | n/a | n/a | $77.8M | n/a | n/a | n/a |
| 2022 to May 31, 2023 | 1,132 | n/a | n/a | n/a | $66.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley codes 20 $223,609 PY2024
- Solxsys Administrative Solutions codes 12 $62,770 PY2024
- Reid and Riege PC codes 22 $57,025 PY2024
- Cbiz Retirement Plan Services codes 11 17 70 $50,200 PY2024
- Empower Annuity Insurance Company codes 20 $23,818 PY2024
- Lapier, Dillon & Associates, P.C. codes 10 $14,278 PY2024
- Zenith American Solutions codes 12 $12,720 PY2024
- Atalanta Sosnoff Capital LLC codes 20 $11,184 PY2024
- Segal Roitman LLP codes 22 $8,454 PY2024
- Bpas Actuarial and Pension Services codes 11 PY2024
- Morgan Stanley codes 20 $190,879 PY2023
- Reid and Reige PC codes 22 $56,133 PY2023
- Zenith American Solutions codes 12 $50,880 PY2023
- Cbiz Retirement Plan Services codes 11 17 70 $28,633 PY2023
- Empower Annuity Insurance Company codes 20 $23,420 PY2023
- Lapier Dillon and Associates PC codes 10 $21,100 PY2023
- Atalanta Sosnoff Capital LLC codes 20 $9,645 PY2023
- Cbiz codes 11 PY2023
- Mckeogh Company codes 11 17 70 $35,500 PY2022
- Kara Adamites codes 14 $27,316 PY2022
- Boston Trust Walden Company codes 12 15 $25,071 PY2022
- Segal Roitman LLP codes 22 $11,753 PY2022
- Lapier, Dillon and Associates PC codes 10 $11,540 PY2022
- First State codes 12 15 $10,101 PY2022
- Cbiz codes 11 PY2022
What changed
5 events
- May 31, 2025Assets changedIbew Local 7 Pension Fund total assets $78M -> $86M (+10.3%, 2024-05-31 to 2025-05-31)
- Jun 1, 2024Assets changedIbew Local 7 Pension Fund plan assets $67M -> $78M (+17.0%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedIbew Local 7 Pension Fund total assets $67M -> $78M (+17.0%, 2023-05-31 to 2024-05-31)
- Dec 31, 2023Consultant changedinferenceMckeogh Company no longer appears on Ibew Local 7 Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with The Mckeogh Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceCbiz Retirement Plan Services appears on Ibew Local 7 Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Cbiz Risaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 042314259-001
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.