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3 more advisers

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

Taft-Hartley plan· Hauppauge, New York

Taft-Hartley plan, based in Hauppauge, New York, reporting $360M in assets, for 3,483 participants.

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

As of 2025-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $360M
Funded ratio: 101.0%
Managers: 6

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Open searches Allocation policy Consultants Managers

As of 2025-12-31 · 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, I. B. E. W. Local 25 Pension Fund total assets $324M -> $360M (+11.1%, 2024-12-31 to 2025-12-31).

3 more advisers

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Relationship network

18 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

Sponsor
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.

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Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$360M

Total assets, Dec 31, 2025 reported

Funded

101.0%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

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

Segal Marco Advisors Investment adviser (plan)through Dec 31, 2025 Form 5500
Kba74 Actuarythrough Dec 31, 2025 Form 5500
Bank of New York Mellon Custodianthrough Dec 31, 2025 Form 5500

+3 more consultants and advisers advise this allocator

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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)

Loomis Sayles Trust Companyplan years 2025
Ullico Investment Advisors, Inc.plan years 2025
Union Labor Life Insurance Companyplan years 2025

+4 more Schedule C managers

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

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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.

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 year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	3,483	Not disclosed	Not disclosed	n/a	$360M	Not disclosed	$357M	Not disclosed
2024 to Dec 31, 2024	3,645	Not disclosed	Not disclosed	n/a	$324M	Not disclosed	$321M	Not disclosed
2023 to Dec 31, 2023	3,601	Not disclosed	Not disclosed	n/a	$299M	Not disclosed	$297M	Not disclosed
2022 to Dec 31, 2022	3,651	Not disclosed	Not disclosed	n/a	$275M	Not disclosed	$273M	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Panagora Asset Management codes 28 51 52 $126,145 PY2025
Bank of New York Mellon codes 19 28 51 52 $115,604 PY2025
Prudential Insurance Co. of America codes 13 28 51 52 $98,439 PY2025

+55 more service providers

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

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Provenance

Identifiers: EIN-PN 116038558-001

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

4 dated events on the change ledger, latest event first

Total assets changed
2025-12-31source on record
Manager relationship ended
2024-12-31source on record
Funded status changed
2024-01-01source on record

+1 more change 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

+16 connections on the graph

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