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 1158 I.B.E.W. Pension Fund - PA

Taft-Hartley planClifton, NJ
Assets
$33.8M
Total assets, Oct 31, 2025 reported
Funded
n/a
not filed
Private markets target
n/a
policy Oct 31, 2025
Commitments
3
2 managers on Schedule C
Plan sponsor: Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-Pa
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Non-interest-bearing cash 4.6%
  • Corporate debt instruments (other) 11.4%
  • U.S. Government securities 16.9%
  • Common/collective trusts 15.2%
  • Registered investment companies 37.6%
  • Common stock 13.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$3.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$33.8M Oct 31, 2025 reported Form 5500
$32.3M (2024-10) · $28.7M (2023-10)
Net assets
$33.8M Oct 31, 2025 reported Form 5500
$32.3M (2024-10) · $28.7M (2023-10)
Participants
1,120 Nov 1, 2024 reported Form 5500
1,140 (2023-11) · 1,172 (2022-11)
Benefits paid
$2.1M Oct 31, 2025 reported Form 5500
$2.1M (2024-10) · $2.2M (2023-10)
Net investment income
$1.4M Oct 31, 2025 reported Form 5500
$3.7M (2024-10) · $-1.3M (2023-10)
Investment management fees
$60,198 Oct 31, 2025 reported Form 5500
$66,530 (2024-10) · $78,667 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20251,120n/an/an/a$33.8Mn/an/an/a
2023 to Oct 31, 20241,140n/an/an/a$32.3Mn/an/an/a
2022 to Oct 31, 20231,172n/an/an/a$28.7Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Zenith American Solutions Inc codes 13 50 $132,370 PY2024
  • Carella,byrne,cecchi,olstein,brody codes 29 50 $55,601 PY2024
  • The Segal Company codes 11 50 $55,263 PY2024
  • Morgan Stanley Graystone Consulting codes 28 50 $24,338 PY2024
  • Novak Francella, LLC codes 10 50 $20,600 PY2024
  • WCM Investment Management codes 28 51 68 $16,379 PY2024
  • Morgan Stanley Smith Barney, LLC codes 15 27 33 49 50 55 64 72 99 $15,293 PY2024
  • Stacey Braun Associates, Inc. codes 28 51 $12,654 PY2024
  • PNC Bank, Na codes 15 50 $9,059 PY2024
  • Susanin, Widman & Brennan, PC codes 29 50 $5,124 PY2024
  • Ibew-Neca Equity Index Fund Sched. D C $5.2M PY2024
  • Zenith American Solutions Inc codes 13 50 $130,200 PY2023
  • Morgan Stanley Smith Barney, LLC codes 15 27 33 49 50 55 64 72 99 $56,420 PY2023
  • The Segal Company codes 11 50 $33,836 PY2023
  • Novak Francella, LLC codes 10 50 $19,800 PY2023
  • WCM Investment Management codes 28 51 68 $17,394 PY2023
  • Carella,byrne,cecchi,olstein,brody codes 29 50 $13,285 PY2023
  • PNC Bank, Na codes 15 50 $7,940 PY2023
  • Ibew-Neca Equity Index Fund Sched. D C $4.2M PY2023
  • Zenith American Solutions Inc codes 13 50 $131,700 PY2022
  • Morgan Stanley Smith Barney, LLC codes 15 27 33 49 50 55 64 72 99 $57,785 PY2022
  • Carella,byrne,cecchi,olstein,brody codes 29 50 $25,963 PY2022
  • Novak Francella, LLC codes 10 50 $18,800 PY2022
  • WCM Investment Management codes 28 51 $14,485 PY2022
  • The Segal Company codes 11 50 $12,964 PY2022
  • PNC Bank, Na codes 15 50 $7,720 PY2022
  • Ibew-Neca Equiy Index Fund Sched. D C $3.1M PY2022
What changed
2 events
  • Dec 31, 2024Manager relationship started
    Stacey Braun Associates, Inc. appears on Local Union 1158 I.B.E.W. Pension Fund - PA's Schedule C as investment manager (plan year 2024 vs 2023)
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Oct 31, 2024Assets changed
    Local Union 1158 I.B.E.W. Pension Fund - PA total assets $29M -> $32M (+12.7%, 2023-10-31 to 2024-10-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 232009068-001
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.