DFX Intelligence

Allocator Intelligence

BAC - Salaried Employees Pension Plan

Taft-Hartley plan· Washington, District of Columbia

Taft-Hartley plan, based in Washington, District of Columbia, reporting $234M in assets, for 600 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$234M
Funded ratio
95.6%
Managers
2
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Open searchesAllocation policyConsultantsManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, BAC - Salaried Employees Pension Plan total assets $212M -> $234M (+10.4%, 2024-12-31 to 2025-12-31).

3 more advisers and 3 more dated events

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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Relationship network

15 connected entities

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.

Reading the network
  • Service provider
  • Organization

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 planShow
Taft-Hartley plan
Assets
$234M
Total assets, Dec 31, 2025 reported
Funded
95.6%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
2 managers on Schedule C
Plan sponsor: BD of Trustees Iubac Salaried Empl Pen Plan
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.5%
  • Master trust investment accounts 99.5%
Consultants and advisers
6 firms

+3 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
What changed
8 events
  • Dec 31, 2025Assets changed
    BAC - Salaried Employees Pension Plan total assets $212M -> $234M (+10.4%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    BAC - Salaried Employees Pension Plan funded ratio 93.4% -> 95.6% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    BAC - Salaried Employees Pension Plan funded ratio 90.9% -> 93.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    BAC - Salaried Employees Pension Plan plan assets $176M -> $194M (+10.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Arrowstreet Capital appears on BAC - Salaried Employees Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Arrowstreet Capital, LPaskebsa.dol.gov

+3 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
40 readings
Total assets
$234M Dec 31, 2025 reported Form 5500
$212M (2024-12) · $194M (2023-12) · $176M (2022-12)
Plan assets
$212M Jan 1, 2025 reported Form 5500
$194M (2024-01) · $176M (2023-01) · $194M (2022-01)
Net assets
$233M Dec 31, 2025 reported Form 5500
$212M (2024-12) · $194M (2023-12) · $176M (2022-12)
Funded ratio
95.6% Jan 1, 2025 reported Form 5500
93.4% (2024-01) · 90.9% (2023-01) · 88.0% (2022-01)
Participants
600 Jan 1, 2025 reported Form 5500
603 (2024-01) · 590 (2023-01) · 579 (2022-01)
Contributions
$10.0M Dec 31, 2025 reported Form 5500
$11.5M (2024-12) · $13.0M (2023-12) · $13.0M (2022-12)
Benefits paid
$14.9M Dec 31, 2025 reported Form 5500
$14.7M (2024-12) · $14.3M (2023-12) · $13.1M (2022-12)
Net investment income
$21.9M Dec 31, 2025 reported Form 5500
$17.3M (2024-12) · $18.7M (2023-12) · -$18.6M (2022-12)
Investment management fees
$355,043 Dec 31, 2025 reported Form 5500
$455,289 (2024-12) · $237,919 (2023-12) · $134,756 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025600Not disclosedNot disclosedn/a$234MNot disclosed$233MNot disclosed
2024 to Dec 31, 2024603Not disclosedNot disclosedn/a$212MNot disclosed$210MNot disclosed
2023 to Dec 31, 2023590Not disclosedNot disclosedn/a$194MNot disclosed$193MNot disclosed
2022 to Dec 31, 2022579Not disclosedNot disclosedn/a$176MNot disclosed$174MNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+46 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: EIN-PN 472695752-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: fund commitments.

Record history

8 dated events on the change ledger, latest event first
  • Total assets changed
    2025-12-31source on record
  • Funded status changed
    2025-01-01source on record
  • Funded status changed
    2024-01-01source on record

+5 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

+12 connections on the graph

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