Joint Pension Fund Local Union Ibew
Taft-Hartley plan, based in Roseland, New Jersey, reporting $599M in assets, for 4,354 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Joint Pension Fund Local Union Ibew funded ratio 84.1% -> 81.8% (2023-01-01 to 2024-01-01).
6 more commitments
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- EB Dv Small Cap Stock Index Fund3 commitments
- Bnym Mellon Afl-Cio Sl Stock Index3 commitments
- Bnym-M Db Sl Intl Sif3 commitments
- BNY Mellon9 commitments
Relationship network
21 connected entities9 observed commitments5 repeat counterpartiescommitments 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 1.3%
- Corporate debt instruments (other) 11.3%
- U.S. Government securities 19.8%
- Other investments 1.0%
- Common/collective trusts 46.5%
- Registered investment companies 4.4%
- Common stock 14.9%
Consultants and advisers
- MPC Capital Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Summit Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
- Wilmington Trust Custodianthrough Dec 31, 2022 Form 5500
People
Manager roster
- BNY Mellon9 rows, latest Dec 31, 2024
- Ramirez Asset Managementplan years 2022
- Blackrockplan years 2022
- Congress Asset Managementplan years 2022
+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
- Jan 1, 2024Funded status changedJoint Pension Fund Local Union Ibew funded ratio 84.1% -> 81.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedJoint Pension Fund Local Union Ibew plan assets $486M -> $551M (+13.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedJoint Pension Fund Local Union Ibew total assets $487M -> $552M (+13.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedJoint Pension Fund Local Union Ibew funded ratio 89.1% -> 84.1% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedJoint Pension Fund Local Union Ibew plan assets $585M -> $486M (-16.9%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | EB Dv Small Cap Stock Index Fundcollective trust | BNY Mellon | Public equity | $50.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym Mellon Afl-Cio Sl Stock Indexcollective trust | BNY Mellon | Public equity | $155M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Bnym-M Db Sl Intl Sifcollective trust | BNY Mellon | Pooled vehicles | $73.3M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 | 4,354 | Not disclosed | Not disclosed | n/a | $599M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 4,414 | Not disclosed | Not disclosed | n/a | $552M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 4,428 | Not disclosed | Not disclosed | n/a | $487M | Not disclosed | Not disclosed | Not disclosed |
- Congress Asset Management Company codes 28 51 $318,471 PY2024
- Ramirez Asset Management codes 28 51 $237,902 PY2024
- Fabian and Byrn, LLC codes 14 50 $225,730 PY2024
+43 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
Joint Pension Fund Local Union Ibew 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
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
- Total assets changed2023-12-31source 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
+9 connections on the graph
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