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
Local Union 1710 Ibew Pension Trust Fund
Taft-Hartley planWest Covina, CA
Assets
$16.8M
Total assets, Jun 30, 2025 reported
Funded
79.7%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Board of Trustees, Local Union 1710 Ibew Pension
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 1.2%
- Other investments 14.0%
- Common/collective trusts 18.3%
- Registered investment companies 66.1%
Consultants and advisers
2 firms
- Verus Advisory, Inc. Pension consultantInvestment adviser (plan)through Jun 30, 2024 Form 5500
- Milliman, Inc. Actuarythrough Jun 30, 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
3 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 Jun 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $3.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Net investment income
$-378,257 (2024-06) · $-511,918 (2023-06)
Investment management fees
$50,000 (2024-06) · $49,167 (2023-06)
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 Jun 30, 2025 | 1,930 | n/a | n/a | n/a | $16.8M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,996 | n/a | n/a | n/a | $16.7M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 2,004 | n/a | n/a | n/a | $17.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Benesys Administrators codes 13 $146,843 PY2024
- Milliman, Inc. codes 11 17 50 $50,615 PY2024
- Verus Advisory, Inc. codes 27 50 $50,000 PY2024
- U.S. Bank N.A. codes 49 $25,823 PY2024
- Miller Kaplan Arase LLP codes 10 $17,300 PY2024
- Melissa W. Cook & Associates codes 29 $16,788 PY2024
- Withumsmith+brown, PC codes 10 50 $7,440 PY2024
- Ibew Neca Equity Index Fund Sched. D C $3.1M PY2024
- Milliman, Inc. codes 11 PY2024
- Benesys Administrators codes 13 $141,207 PY2023
- Milliman, Inc. codes 11 17 $53,102 PY2023
- Verus Advisory, Inc. codes 17 27 50 $50,000 PY2023
- U.S. Bank codes 49 $24,757 PY2023
- Miller Kaplan Arase LLP codes 10 $16,800 PY2023
- Melissa W. Cook and Associates codes 29 $10,351 PY2023
- Withum Smith Brown codes 10 50 $7,201 PY2023
- Ibew Neca Equity Index Fund Sched. D C $3.1M PY2023
- Milliman, Inc. codes 11 PY2023
- Benesys Administrators codes 13 $138,121 PY2022
- Milliman, Inc. codes 11 $60,369 PY2022
- Verus Advisory, Inc. codes 27 $49,167 PY2022
- Melissa W. Cook and Associates codes 29 $16,284 PY2022
- Miller Kaplan Arase LLP codes 10 $16,000 PY2022
- Mufg Union Bank N.A. codes 49 $13,465 PY2022
- Ibew Neca Equity Index Fund Sched. D C $3.7M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceMilliman, Inc. appears on Local Union 1710 Ibew Pension Trust Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Milliman, Inc.askebsa.dol.gov
- Jul 1, 2023Funded status changedLocal Union 1710 Ibew Pension Trust Fund funded ratio 83.6% -> 81.1% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 953826843-001
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.