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

I. B. E. W. Local 25 Pension Fund

Taft-Hartley planHauppauge, NY
Assets
$360M
Total assets, Dec 31, 2025 reported
Funded
101.0%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
6 managers on Schedule C
Plan sponsor: Board of Trustees I.B.E.W. Local 25 Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 0.1%
  • Master trust investment accounts 99.2%
Consultants and advisers
6 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on Schedule C
From Schedule C (investment management, code 28)
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
$360M Dec 31, 2025 reported Form 5500
$324M (2024-12) · $299M (2023-12) · $275M (2022-12)
Plan assets
$324M Jan 1, 2025 reported Form 5500
$299M (2024-01) · $274M (2023-01) · $310M (2022-01)
Net assets
$360M Dec 31, 2025 reported Form 5500
$324M (2024-12) · $299M (2023-12) · $274M (2022-12)
Funded ratio
101.0% Jan 1, 2025 reported Form 5500
102.2% (2024-01) · 99.3% (2023-01) · 99.7% (2022-01)
Participants
3,483 Jan 1, 2025 reported Form 5500
3,645 (2024-01) · 3,601 (2023-01) · 3,651 (2022-01)
Contributions
$17.9M Dec 31, 2025 reported Form 5500
$16.8M (2024-12) · $15.8M (2023-12) · $15.2M (2022-12)
Benefits paid
$20.8M Dec 31, 2025 reported Form 5500
$19.3M (2024-12) · $18.7M (2023-12) · $18.0M (2022-12)
Net investment income
$35.9M Dec 31, 2025 reported Form 5500
$25.1M (2024-12) · $24.3M (2023-12) · $-35.8M (2022-12)
Investment management fees
$607,633 Dec 31, 2025 reported Form 5500
$804,952 (2024-12) · $503,855 (2023-12) · $664,004 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20253,483n/an/an/a$360Mn/a$357Mn/a
2024 to Dec 31, 20243,645n/an/an/a$324Mn/a$321Mn/a
2023 to Dec 31, 20233,601n/an/an/a$299Mn/a$297Mn/a
2022 to Dec 31, 20223,651n/an/an/a$275Mn/a$273Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2025Assets changed
    I. B. E. W. Local 25 Pension Fund total assets $324M -> $360M (+11.1%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    Intech Investment Management, LLC no longer appears on I. B. E. W. Local 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Intech Investment Managementaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    I. B. E. W. Local 25 Pension Fund funded ratio 99.3% -> 102.2% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    I. B. E. W. Local 25 Pension Fund plan assets $310M -> $274M (-11.5%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 116038558-001
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.