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 1158 Ibew Afl-Cio Pension Fund
Taft-Hartley planClifton, NJ
Assets
$16.5M
Total assets, Dec 31, 2024 reported
Funded
114.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: Local 1158 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.7%
- Non-interest-bearing cash 3.1%
- U.S. Government securities 7.3%
- Other investments 7.1%
- Common/collective trusts 32.1%
- Registered investment companies 21.8%
- Common stock 9.6%
- Real estate (other than employer real property) 16.0%
Consultants and advisers
2 firms
- The Segal Co. (eastern States) Inc. Actuarythrough Dec 31, 2022 Form 5500
- Segal Consulting Actuarythrough Dec 31, 2022 Form 5500
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
- Northern Trust Collective Eafe Inde3 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Morgan Stanley Smith Barneyplan years 2022
Commitments
6 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 Dec 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Eafe Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $987,735 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Eafe Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $950,758 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $4.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NT Collective Eafe Index Fundcollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $804,232 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$47,268 (2023-12) · $52,173 (2022-12)
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 Dec 31, 2024 | 1,176 | n/a | n/a | n/a | $16.5M | n/a | n/a | $2.6M |
| 2023 to Dec 31, 2023 | 1,122 | n/a | n/a | n/a | $14.9M | n/a | n/a | $2.6M |
| 2022 to Dec 31, 2022 | 1,099 | n/a | n/a | n/a | $13.2M | n/a | n/a | $2.6M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Michael Tortorelli codes 30 $91,883 PY2024
- The Segal Company codes 11 $82,461 PY2024
- Christine Fawcett codes 30 $67,461 PY2024
- George Serio codes 30 $66,335 PY2024
- Joseph P. Calabro codes 14 $60,403 PY2024
- Morgan Stanley Smith Barney codes 28 $49,699 PY2024
- Rosenberg Rich Baker Berman codes 10 $49,350 PY2024
- Advanced HVAC Services codes 99 $33,843 PY2024
- Carella Byrne codes 29 $26,645 PY2024
- Donna Cerniglia codes 30 $22,142 PY2024
- Bruzzi Landscaping codes 99 $10,646 PY2024
- Ibew-Neca Equity Index Fund Sched. D C $4.3M PY2024
- Collective Eafe Index Fund Sched. D C $987,735 PY2024
- Segal Consulting codes 11 PY2024
- Michael Tortorelli codes 30 $83,855 PY2023
- The Segal Company codes 11 $74,539 PY2023
- George Serio codes 30 $62,623 PY2023
- Christine Fawcett codes 30 $61,636 PY2023
- Joseph P. Calabro codes 14 $56,601 PY2023
- Morgan Stanley Smith Barney codes 28 $46,526 PY2023
- Advanced HVAC Services codes 99 $36,225 PY2023
- Donna Cerniglia codes 30 $19,842 PY2023
- Carella Byrne codes 29 $18,000 PY2023
- Bruzzi Landscaping codes 99 $13,847 PY2023
- Ibew-Neca Equity Index Fund Sched. D C $4.3M PY2023
- Collective Eafe Index Fund Sched. D C $950,758 PY2023
- Segal Consulting codes 11 PY2023
- The Segal Company codes 11 $63,485 PY2022
- George Serio codes 30 $60,228 PY2022
- Christine Fawcett codes 30 $59,288 PY2022
- Joseph P. Calabro codes 14 $56,364 PY2022
- Morgan Stanley Smith Barney codes 28 $51,134 PY2022
- Michael Tortorelli codes 30 $41,132 PY2022
- Advanced HVAC Services codes 99 $35,804 PY2022
- Carella Byrne codes 29 $19,975 PY2022
- Donna Cerniglia codes 30 $19,081 PY2022
- Hilb Group of New Jersey, LLC codes 22 $11,542 PY2022
- Bruzzi Landscaping codes 99 $8,645 PY2022
- Integra Realty Resources-Nnjllc codes 34 $6,750 PY2022
- Ibew-Neca Equity Index Fund Sched. D C $3.4M PY2022
- Collective Eafe Index Fund Sched. D C $804,232 PY2022
- Segal Consulting codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedLocal 1158 Ibew Afl-Cio Pension Fund total assets $15M -> $17M (+11.3%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedLocal 1158 Ibew Afl-Cio Pension Fund funded ratio 105.7% -> 114.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedLocal 1158 Ibew Afl-Cio Pension Fund plan assets $13M -> $15M (+12.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedLocal 1158 Ibew Afl-Cio Pension Fund total assets $13M -> $15M (+12.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedLocal 1158 Ibew Afl-Cio Pension Fund funded ratio 97.7% -> 105.7% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 222021330-001
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.