Maryland Electrical Industry Pension Plan
Taft-Hartley plan, based in Ona, West Virginia, reporting $289M in assets, for 3,776 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, The Segal Company appears on Maryland Electrical Industry Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).
4 more advisers, 5 more managers, 26 more commitments and 14 more dated events
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- Loomis Sayles Multisector Full Disc3 commitments
- NT Collective Russell 1000 Value in3 commitments
- Ir&m Core Bond Fund II LLC3 commitments
- Loomis Sayles6 commitments
- Chevy Chase Trust Company5 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
60 connected entities29 observed commitments18 repeat counterparties21 dated commitments shown here, 2022 to 2024
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 1.4%
- Non-interest-bearing cash 0.5%
- Partnership/joint venture interests 31.6%
- 103-12 investment entities 6.3%
- Common/collective trusts 29.7%
- Registered investment companies 29.9%
- Common stock 0.1%
Consultants and advisers
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2024 Form 5500
- Segal Marco Consulting Investment adviser (plan)through Dec 31, 2022 Form 5500
- M&t Bank TrusteeCustodianthrough Dec 31, 2024 Form 5500
+4 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Loomis Sayles6 rows, latest Dec 31, 2024
- Chevy Chase Trust Company5 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
+5 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- Income Research & Mgmt. Inc.plan years 2022
+10 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding endedinferenceMaryland Electrical Industry Pension Plan no longer reports Intech U.S. Large Cap Growth Fund L (Intech Investment Management) (last held $19M at 2023-12-31; absent from the 2024-12-31 filing)with Intech Investment Managementaskebsa.dol.gov
- Dec 31, 2024Holding startedMaryland Electrical Industry Pension Plan first reports an interest in Ibew-Neca Equity Index Fund: $22M at 2024-12-31with Ibew-Neca Equity Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMaryland Electrical Industry Pension Plan no longer reports Ibew-Neca Equity Index Fund (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)with Ibew-Neca Equity Index Fundaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedIntech Investment Management, LLC appears on Maryland Electrical Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Intech Investment Managementaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Segal Company appears on Maryland Electrical Industry Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with The Segal Co. (eastern States) Inc.askebsa.dol.gov
+14 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $21.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Loomis Sayles Multisector Full Disccollective trust | Loomis Sayles | Pooled vehicles | $7.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $5.4M held | Disclosed holding | askebsa.dol.gov |
+26 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Dec 31, 2024 | 3,776 | Not disclosed | Not disclosed | n/a | $289M | $91.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 3,795 | Not disclosed | Not disclosed | n/a | $268M | $64.8M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 3,778 | Not disclosed | Not disclosed | n/a | $256M | $60.6M | Not disclosed | Not disclosed |
- American Benefit Corporation codes 10 12 14 50 $271,576 PY2024
- The Segal Company codes 11 16 17 50 $164,144 PY2024
- Abato, Rubenstein and Abato P.A. codes 29 50 $122,931 PY2024
+73 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Maryland Electrical Industry Pension Plan sits on 10 traced paths of capital across the graphs.
DFX traced 10 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+18 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
+23 connections on the graph
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