Neca Local 145 Ibew Pension Fund
Taft-Hartley plan, based in Moline, Illinois, reporting $275M in assets, for 1,594 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Madison Investments appears on Neca Local 145 Ibew Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023).
1 more adviser
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- Afl-Cio Building Investment Trust3 commitments
- Great Gray Trust Company3 commitments
Relationship network
18 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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 1.3%
- 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
- Investment Consulting Group Investment adviser (plan)through Aug 31, 2023 Form 5500
- Dana Investment Advisors, Inc. Trusteethrough Aug 31, 2024 Form 5500
- United Actuarial Services, Inc. Actuarythrough Aug 31, 2023 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Great Gray Trust Company3 rows, latest Aug 31, 2025
- Madison Investmentsplan years 2025
- Bartlett & Coplan years 2023
- Jensen Investmentsplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedMadison 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 endedinferenceSmith 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 endedinferenceOld 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 changedNeca Local 145 Ibew Pension Fund plan assets $223M -> $254M (+13.7%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedNeca Local 145 Ibew Pension Fund total assets $223M -> $254M (+13.6%, 2023-08-31 to 2024-08-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2023 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $4.2M held | Disclosed holding | askebsa.dol.gov |
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 Aug 31, 2025 | 1,594 | Not disclosed | Not disclosed | n/a | $275M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 1,572 | Not disclosed | Not disclosed | n/a | $254M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 1,544 | Not disclosed | Not disclosed | n/a | $223M | Not disclosed | Not disclosed | Not disclosed |
- R J Lee & Associates, LLP codes 13 $214,632 PY2024
- Dana Investment Advisors, Inc. codes 21 51 68 $179,589 PY2024
- Quad City Bank & Trust codes 15 19 $120,269 PY2024
+38 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Neca Local 145 Ibew Pension Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
+2 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
+10 connections on the graph
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