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
International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan
Taft-Hartley planANN Arbor, MI
Assets
$254M
Total assets, May 31, 2025 reported
Funded
113.9%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
1
none on the tape
Plan sponsor: Ibew Local Union No. 252 Pension Plan Joint Board of Trustees
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 11.2%
- Non-interest-bearing cash 0.0%
- Corporate debt instruments (other) 3.3%
- Other investments 1.1%
- Registered investment companies 80.8%
- Real estate (other than employer real property) 3.0%
Consultants and advisers
3 firms
- RBC Wealth Management Investment adviser (plan)through May 31, 2023 Form 5500
- Bank of Ann Arbor Custodianthrough May 31, 2023 Form 5500
- Segal Actuarythrough May 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on Schedule C
From Schedule C (investment management, code 28)
- Loomis Sayles Trust Companyplan years 2023
Commitments
1 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 May 31, 2023 | LS Nhit Core Fixed Income Trustcollective trust | Loomis Sayles | Fixed income | $8.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$90,000 (2024-05) · $271,372 (2023-05)
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 May 31, 2025 | 1,415 | n/a | n/a | n/a | $254M | n/a | n/a | $7.6M |
| 2023 to May 31, 2024 | 1,322 | n/a | n/a | n/a | $230M | n/a | n/a | $7.1M |
| 2022 to May 31, 2023 | 1,324 | n/a | n/a | n/a | $192M | n/a | n/a | $7.0M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Thomas D Luczak, PLLC codes 29 50 $225,013 PY2024
- Segal codes 11 17 50 70 $189,905 PY2024
- Bank of Ann Arbor codes 18 27 50 $173,541 PY2024
- ANN Arbor Benefit Administrators codes 13 50 $147,382 PY2024
- Royal Bank of Canada codes 27 50 $106,123 PY2024
- Polk & Associates codes 10 50 $31,100 PY2024
- Ullico codes 22 50 $14,292 PY2024
- Segal codes 11 PY2024
- Thomas D Luczak, PLLC codes 29 50 $216,991 PY2023
- Bank of Ann Arbor codes 18 27 50 $181,276 PY2023
- Segal codes 11 17 50 70 $150,149 PY2023
- ANN Arbor Benefit Administrators codes 13 50 $142,100 PY2023
- Royal Bank of Canada codes 27 50 $90,000 PY2023
- Polk & Associates codes 10 50 $21,520 PY2023
- Ullico codes 22 50 $14,261 PY2023
- LS Nhit Core Fixed Income Trust Sched. D C PY2023
- Segal codes 11 PY2023
- Thomas D Luczak, PLLC codes 29 50 $227,506 PY2022
- Bank of Ann Arbor codes 18 27 50 $162,614 PY2022
- ANN Arbor Benefit Administrators codes 13 50 $133,870 PY2022
- Segal codes 11 17 50 70 $133,404 PY2022
- Royal Bank of Canada codes 27 50 $98,443 PY2022
- Loomis Sayles Trust Company codes 50 51 $30,799 PY2022
- Polk & Associates codes 10 50 $24,200 PY2022
- Ullico codes 22 50 $13,310 PY2022
- Dynamic Edge codes 15 $5,945 PY2022
- LS Nhit Core Fixed Income Trust Sched. D C $8.1M PY2022
- Segal codes 11 PY2022
What changed
5 events
- May 31, 2025Assets changedInternational Brotherhood of Electrical Workers Local Union No. 252 Pension Plan total assets $230M -> $254M (+10.6%, 2024-05-31 to 2025-05-31)
- Jun 1, 2024Funded status changedInternational Brotherhood of Electrical Workers Local Union No. 252 Pension Plan funded ratio 111.9% -> 113.9% (2023-06-01 to 2024-06-01)
- Jun 1, 2024Assets changedInternational Brotherhood of Electrical Workers Local Union No. 252 Pension Plan plan assets $192M -> $229M (+19.4%, 2023-06-01 to 2024-06-01)
- May 31, 2024Assets changedInternational Brotherhood of Electrical Workers Local Union No. 252 Pension Plan total assets $192M -> $230M (+19.6%, 2023-05-31 to 2024-05-31)
- Jun 1, 2023Funded status changedInternational Brotherhood of Electrical Workers Local Union No. 252 Pension Plan funded ratio 109.3% -> 111.9% (2022-06-01 to 2023-06-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386323896-001
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.