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 1249 Pension Plan
Taft-Hartley planCicero, NY
Assets
$665M
Total assets, Dec 31, 2024 reported
Funded
99.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Ibew Local 1249 Pension Fund Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 9.4%
- Non-interest-bearing cash 1.0%
- Partnership/joint venture interests 1.0%
- Common/collective trusts 3.5%
- Registered investment companies 80.0%
- Common stock 3.8%
Consultants and advisers
5 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Dec 31, 2024 Form 5500
- Morgan Stanley Smith Barney Custodianthrough Dec 31, 2022 Form 5500
- Osullivan Associates Actuarythrough Dec 31, 2022 Form 5500
- O'Sullivan Associates Actuarythrough Dec 31, 2022 Form 5500
- Jpmorgan Chase Bank, N.A. Discretionary trusteethrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Jpmorgan Special Situations3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Waycross Partners LLCplan years 2023
- Aristotle Capital Management, LLCplan years 2022
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Master Income-Plus Group Trustcollective trust | Master Income Plus Investment Fund | Fixed income | $2,114 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $23.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Master Income-Plus Group Trustcollective trust | Master Income Plus Investment Fund | Fixed income | $15,347 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $26.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Master Income-Plus Group Trustcollective trust | Master Income Plus Investment Fund | Fixed income | $28,820 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Commingled Pension Trust Fund (speccollective trust | Jpmorgan Special Situations | Pooled vehicles | $35.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$727,347 (2023-12) · $640,375 (2022-12)
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 Dec 31, 2024 | 5,036 | n/a | n/a | n/a | $665M | $6.6M | n/a | n/a |
| 2023 to Dec 31, 2023 | 4,764 | n/a | n/a | n/a | $572M | $3.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 4,610 | n/a | n/a | n/a | $486M | $1.4M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP Morgan Chase Bank codes 24 27 28 50 51 $424,836 PY2024
- Ryan Youngman codes 14 50 $279,328 PY2024
- Morgan Stanley Smith Barney LLC codes 15 27 33 49 50 55 64 71 72 99 $120,085 PY2024
- Waycross Partners LLC codes 50 52 $111,902 PY2024
- William Atherton codes 30 50 $109,185 PY2024
- Pronexus LLC codes 49 50 $97,168 PY2024
- Vanessa Scharf codes 30 50 $82,642 PY2024
- Blitman & King codes 29 50 $76,319 PY2024
- Cecy Wilson codes 30 50 $71,265 PY2024
- Diana Wozniak codes 30 50 $69,193 PY2024
- AMY Serwinowski codes 30 50 $64,751 PY2024
- Jessica Moskal codes 30 50 $60,511 PY2024
- Joseph Mccarthy codes 10 50 $52,518 PY2024
- O'Sullivan Associates, Inc codes 11 50 $47,300 PY2024
- Bonadio & Co., LLP codes 10 50 $40,400 PY2024
- Amber Williams codes 30 50 $39,426 PY2024
- Ivah Tsounis codes 30 50 $11,539 PY2024
- Income Plus Investment Fund Sched. D C $2,114 PY2024
- Commingled Pension Trust Fund Sched. D C $23.6M PY2024
- O'Sullivan Associates, Inc. codes 11 PY2024
- JP Morgan Chase Bank codes 24 27 28 50 51 $556,502 PY2023
- Ryan Youngman codes 14 50 $294,648 PY2023
- Joseph Mccarthy codes 10 50 $168,598 PY2023
- William Atherton codes 30 50 $110,866 PY2023
- Deborah Ann Tyoe codes 30 50 $96,383 PY2023
- Vanessa Scharf codes 30 50 $83,377 PY2023
- Aristotle Capital Management codes 50 52 $79,343 PY2023
- Cecy Wilson codes 30 50 $72,903 PY2023
- Diana Wozniak codes 30 50 $69,832 PY2023
- Blitman & King codes 29 50 $66,104 PY2023
- Morgan Stanley Smith Barney LLC codes 15 33 49 50 55 64 99 $63,101 PY2023
- AMY Serwinowski codes 30 50 $59,319 PY2023
- Jessica Moskal codes 30 50 $53,858 PY2023
- Carrie Lojacono codes 30 50 $52,337 PY2023
- Bonadio & Co., LLP codes 10 50 $39,300 PY2023
- O'Sullivan Associates, Inc codes 11 50 $38,700 PY2023
- Waycross Partners LLC codes 50 52 $28,658 PY2023
- Pronexus LLC codes 49 50 $21,580 PY2023
- Income Plus Investment Fund Sched. D C $15,347 PY2023
- Commingled Pension Trust Fund Sched. D C $26.9M PY2023
- O'Sullivan Associates, Inc. codes 11 PY2023
- JP Morgan Chase Bank codes 24 27 28 50 51 $478,508 PY2022
- Ryan Youngman codes 14 50 $266,600 PY2022
- Joseph Mccarthy codes 10 50 $130,576 PY2022
- William Atherton codes 30 50 $100,958 PY2022
- Aristotle Capital Management codes 50 52 $98,787 PY2022
- Vanessa Scharf codes 30 50 $76,412 PY2022
- Deborah Ann Tyoe codes 30 50 $71,172 PY2022
- Blitman & King codes 29 50 $70,602 PY2022
- Cecy Wilson codes 30 50 $65,842 PY2022
- Diana Wozniak codes 30 50 $62,400 PY2022
- Morgan Stanley Smith Barney LLC codes 10 15 19 27 33 49 50 64 71 72 99 $60,000 PY2022
- Carrie Lojacono codes 30 50 $55,598 PY2022
- Pronexus LLC codes 49 50 $55,172 PY2022
- AMY Serwinowski codes 30 50 $54,000 PY2022
- O'Sullivan Associates, Inc codes 11 50 $39,065 PY2022
- Bonadio & Co., LLP codes 10 50 $36,870 PY2022
- Jessica Moskal codes 30 50 $19,232 PY2022
- Income Plus Investment Fund Sched. D C $28,820 PY2022
- Commingled Pension Trust Fund Sched. D C $35.3M PY2022
- O'Sullivan Associates, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMorgan Stanley Smith Barney LLC appears on Ibew Local 1249 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Assets changedIbew Local 1249 Pension Plan total assets $572M -> $665M (+16.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Assets changedIbew Local 1249 Pension Plan plan assets $481M -> $570M (+18.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMorgan Stanley Smith Barney LLC no longer appears on Ibew Local 1249 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Morgan Stanley Smith Barneyaskebsa.dol.gov
- Dec 31, 2023Assets changedIbew Local 1249 Pension Plan total assets $486M -> $572M (+17.6%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 156035161-001
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.