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 573 Pension Plan

Taft-Hartley planCanfield, OH
Assets
$61.2M
Total assets, Dec 31, 2024 reported
Funded
91.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
12
1 managers on Schedule C
Plan sponsor: Trustees of Ibew Local No. 573 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Non-interest-bearing cash 1.0%
  • Partnership/joint venture interests 19.8%
  • 103-12 investment entities 74.7%
  • Common/collective trusts 2.8%
Consultants and advisers
8 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
12 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Equity Group Trust103 12 ieMarco Consulting GroupPublic equity$30.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Fixed Income Group Trust103 12 ieMarco Consulting GroupFixed income$13.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$2.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$1.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Equity Group Trust103 12 ieMarco Consulting GroupPublic equity$28.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Fixed Income Group Trust103 12 ieMarco Consulting GroupFixed income$10.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$2.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Equity Group Trust103 12 ieMarco Consulting GroupPublic equity$24.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Fixed Income Group Trust103 12 ieMarco Consulting GroupFixed income$8.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ullico Infrastructure Tax Exempt Fu103 12 ieUllico Investment AdvisorsInfrastructure$2.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$61.2M Dec 31, 2024 reported Form 5500
$55.9M (2023-12) · $50.9M (2022-12)
Plan assets
$55.8M Jan 1, 2024 reported Form 5500
$50.5M (2023-01) · $56.8M (2022-01)
Net assets
$61.2M Dec 31, 2024 reported Form 5500
$55.8M (2023-12) · $50.5M (2022-12)
Funded ratio
91.7% Jan 1, 2024 reported Form 5500
90.2% (2023-01) · 91.1% (2022-01)
Participants
487 Jan 1, 2024 reported Form 5500
524 (2023-01) · 476 (2022-01)
Contributions
$3.7M Dec 31, 2024 reported Form 5500
$3.6M (2023-12) · $3.6M (2022-12)
Benefits paid
$4.1M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $3.8M (2022-12)
Net investment income
$5.4M Dec 31, 2024 reported Form 5500
$5.3M (2023-12) · $-6.2M (2022-12)
Investment management fees
$114,765 Dec 31, 2024 reported Form 5500
$102,575 (2023-12) · $161,753 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024487n/an/an/a$61.2M$12.1Mn/an/a
2023 to Dec 31, 2023524n/an/an/a$55.9M$9.2Mn/an/a
2022 to Dec 31, 2022476n/an/an/a$50.9M$9.2Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Segal Marco Advisors codes 16 $114,765 PY2024
  • Acrisure codes 11 $39,723 PY2024
  • Ullico Investment Advisors, Inc. codes 28 51 $34,909 PY2024
  • Benesys codes 13 15 64 $33,374 PY2024
  • National Real Estate Advisors codes 28 51 $31,148 PY2024
  • Yurchyk & Davis Cpa's Inc codes 10 $21,033 PY2024
  • Pbgc Premium codes 73 $18,019 PY2024
  • PNC Bank codes 18 21 $16,889 PY2024
  • International Foundation of Ebp's codes 99 $13,165 PY2024
  • NEW Tower Trust Company codes 28 51 $11,984 PY2024
  • Comerica codes 19 28 51 $11,575 PY2024
  • Macala & Piatt, LLC codes 29 $7,134 PY2024
  • Multi Employer Property Trust Sched. D C $1.7M PY2024
  • Equity Group Trust Sched. D E $30.2M PY2024
  • Fixed Income Group Trust Sched. D E $13.1M PY2024
  • Ullico Infrastructure Tax-Exempt Fu Sched. D E $2.4M PY2024
  • Acrisure codes 11 PY2024
  • Segal Marco Advisors codes 16 $102,575 PY2023
  • Cowden Associates, Inc. codes 11 $41,570 PY2023
  • National Real Estate Advisors codes 28 51 $32,824 PY2023
  • Benesys codes 13 15 64 $30,569 PY2023
  • Yurchyk & Davis Cpa's Inc codes 10 $21,312 PY2023
  • Pbgc Premium codes 73 $18,340 PY2023
  • New Tower Trust Company codes 28 $13,291 PY2023
  • Macala & Piatt, LLC codes 29 $11,089 PY2023
  • PNC Bank codes 18 21 $7,793 PY2023
  • Equity Group Trust Sched. D E $28.5M PY2023
  • Multi Employer Property Trust Sched. D C $1.9M PY2023
  • Fixed Income Group Trust Sched. D E $10.2M PY2023
  • Ullico Infrastructure Tax-Exempt Fu Sched. D E $2.2M PY2023
  • Acrisure codes 11 PY2023
  • Marco Consulting Group codes 16 $103,646 PY2022
  • National Real Estate Advisors codes 19 $33,092 PY2022
  • Benesys codes 13 15 64 $29,511 PY2022
  • Cowden Associates, Inc. codes 11 $28,510 PY2022
  • Yurchyk & Davis Cpa's Inc codes 10 $19,190 PY2022
  • Pbgc Premium codes 73 $15,232 PY2022
  • New Tower Trust Company codes 28 $14,737 PY2022
  • Macala & Piatt, LLC codes 29 $13,375 PY2022
  • Comerica codes 19 49 59 62 72 $10,278 PY2022
  • Multi Employer Property Trust Sched. D C $2.2M PY2022
  • Equity Group Trust Sched. D E $24.3M PY2022
  • Fixed Income Group Trust Sched. D E $8.0M PY2022
  • Ullico Infrastructure Tax-Exempt Fu Sched. D E $2.0M PY2022
  • Cowden Associates, Inc. codes 11 PY2022
What changed
7 events
  • Dec 31, 2024Manager relationship started
    Comerica appears on Ibew Local 573 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Comericaaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ullico Investment Advisors, Inc. appears on Ibew Local 573 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullico Investment Advisors, Inc.askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Ibew Local 573 Pension Plan plan assets $51M -> $56M (+10.5%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Segal Marco Advisors appears on Ibew Local 573 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Segal Marco Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Marco Consulting Group no longer appears on Ibew Local 573 Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with Segal Marco Consultingaskebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    National Real Estate Advisors appears on Ibew Local 573 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with National Real Estate Advisorsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ibew Local 573 Pension Plan plan assets $57M -> $51M (-11.0%, 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 346570323-001
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.