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

Neca Local 145 Ibew Pension Fund

Taft-Hartley planMoline, IL
Assets
$275M
Total assets, Aug 31, 2025 reported
Funded
105.8%
Sep 1, 2024
Private markets target
n/a
policy Aug 31, 2025
Commitments
3
1 managers on Schedule C
Plan sponsor: Neca Local 145 Ibew Pension Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Corporate debt instruments (other) 9.6%
  • U.S. Government securities 10.1%
  • Other investments 0.2%
  • Common/collective trusts 1.5%
  • Registered investment companies 53.5%
  • Common stock 23.2%
Consultants and advisers
4 firms
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
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$3.9M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$4.2M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$275M Aug 31, 2025 reported Form 5500
$254M (2024-08) · $223M (2023-08)
Plan assets
$254M Sep 1, 2024 reported Form 5500
$223M (2023-09) · $211M (2022-09)
Net assets
$275M Aug 31, 2025 reported Form 5500
$254M (2024-08) · $223M (2023-08)
Funded ratio
105.8% Sep 1, 2024 reported Form 5500
104.3% (2023-09) · 102.9% (2022-09)
Participants
1,594 Sep 1, 2024 reported Form 5500
1,572 (2023-09) · 1,544 (2022-09)
Contributions
$12.5M Aug 31, 2025 reported Form 5500
$11.4M (2024-08) · $11.3M (2023-08)
Benefits paid
$14.3M Aug 31, 2025 reported Form 5500
$13.7M (2024-08) · $13.7M (2023-08)
Net investment income
$21.0M Aug 31, 2025 reported Form 5500
$30.6M (2024-08) · $11.8M (2023-08)
Investment management fees
$404,529 Aug 31, 2025 reported Form 5500
$308,753 (2024-08) · $380,863 (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 20251,594n/an/an/a$275Mn/an/an/a
2023 to Aug 31, 20241,572n/an/an/a$254Mn/an/an/a
2022 to Aug 31, 20231,544n/an/an/a$223Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Manager relationship started
    Madison Investments appears on Neca Local 145 Ibew Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Madison Investmentsaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Smith Graham and Co no longer appears on Neca Local 145 Ibew Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Smith Graham & Coaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Old National Wealth Management no longer appears on Neca Local 145 Ibew Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with OLD National Wealth Managementaskebsa.dol.gov
  • Sep 1, 2024Assets changed
    Neca Local 145 Ibew Pension Fund plan assets $223M -> $254M (+13.7%, 2023-09-01 to 2024-09-01)
    askebsa.dol.gov
  • Aug 31, 2024Assets changed
    Neca Local 145 Ibew Pension Fund total assets $223M -> $254M (+13.6%, 2023-08-31 to 2024-08-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 366492101-001
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.