Local Union 1158 I.B.E.W. Pension Fund - PA
Taft-Hartley plan, based in Clifton, New Jersey, reporting $33.8M in assets, for 1,120 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, 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).
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- Chevy Chase Trust Company3 commitments
Relationship network
16 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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 1.0%
- 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
- Morgan Stanley Smith Barney Investment adviser (plan)through Oct 31, 2023 Form 5500
- The Segal Co. (eastern States) Inc. Actuarythrough Oct 31, 2023 Form 5500
People
Manager roster
- Chevy Chase Trust Company3 rows, latest Oct 31, 2025
- Chevy Chase Trust Companyplan years
- Chevy Chaseplan years
- Morgan Stanley Smith Barney, LLCplan years 2025
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedStacey 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 changedLocal Union 1158 I.B.E.W. Pension Fund - PA total assets $29M -> $32M (+12.7%, 2023-10-31 to 2024-10-31)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $4.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $3.1M held | Disclosed holding | askebsa.dol.gov |
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 Oct 31, 2025 | 1,120 | Not disclosed | Not disclosed | n/a | $33.8M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Oct 31, 2024 | 1,140 | Not disclosed | Not disclosed | n/a | $32.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Oct 31, 2023 | 1,172 | Not disclosed | Not disclosed | n/a | $28.7M | Not disclosed | Not disclosed | Not disclosed |
- 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
+24 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: funded ratio.
Record history
- Manager relationship started2024-12-31source on record
- Total assets changed2024-10-31source on record
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
+8 connections on the graph
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