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
Ibew Local Union No. 237 Pension Plan
Taft-Hartley planNiagara Falls, NY
Assets
$52.0M
Total assets, Dec 31, 2024 reported
Funded
25.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
5
none on the tape
Plan sponsor: Ibew Local Union No. 237 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 4.5%
- Non-interest-bearing cash 1.6%
- Other investments 48.9%
- Partnership/joint venture interests 1.7%
- 103-12 investment entities 41.4%
- Registered investment companies 1.1%
Consultants and advisers
5 firms
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Acrisure Mid-Atlantic Partners LLC Actuarythrough Dec 31, 2024 Form 5500
- Acrisure Actuarythrough Dec 31, 2023 Form 5500
- Cowden Associates Actuarythrough Dec 31, 2022 Form 5500
- Wilmington Trust Custodianthrough Dec 31, 2022 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)
- National Real Estate Advisorsplan years 2022
Commitments
5 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 Dec 31, 2024 | Equity Group Trust103 12 ie | Segal Advisors, Inc | Public equity | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Equity Group Trust103 12 ie | Segal Advisors, Inc. | Public equity | $9.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $4.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Equity Group Trust103 12 ie | Segal Advisors, Inc. | Public equity | $8.2M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$66,774 (2023-12) · $56,308 (2022-12)
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 Dec 31, 2024 | 429 | n/a | n/a | n/a | $52.0M | $872,513 | n/a | n/a |
| 2023 to Dec 31, 2023 | 419 | n/a | n/a | n/a | $50.6M | $1.0M | n/a | n/a |
| 2022 to Dec 31, 2022 | 430 | n/a | n/a | n/a | $16.1M | $1.1M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Segal Marco Advisors codes 27 $97,346 PY2024
- Blitman & King LLP codes 29 $53,310 PY2024
- Cowden Associates codes 11 $38,437 PY2024
- Ibew Local 237 Health & Welfare Fun codes 15 $36,705 PY2024
- Wilmington Trust codes 19 $35,549 PY2024
- Bonadio & Co., LLP codes 10 $20,670 PY2024
- Acrisure Mid-Atlantic Partners LLC codes 11 $13,161 PY2024
- Marco Equity Group Trust Sched. D E $13.3M PY2024
- Marco Fixed Income Group Trust Sched. D E $8.3M PY2024
- Acrisure codes 11 PY2024
- Cowden Associates codes 11 $57,089 PY2023
- Blitman & King LLP codes 29 $46,730 PY2023
- Ibew Local 237 Health & Welfare Fun codes 15 $46,556 PY2023
- Segal Marco Advisors codes 27 $45,227 PY2023
- Bonadio & Co., LLP codes 10 $22,285 PY2023
- National Real Estate Advisors, LLC codes 28 $11,983 PY2023
- Wilmington Trust codes 19 $9,564 PY2023
- Marco Group Trust Equity Sched. D E $9.5M PY2023
- Marco Group Trust Fixed Income Sched. D E $4.8M PY2023
- Acrisure codes 11 PY2023
- Cowden Associates codes 11 $89,785 PY2022
- Segal Marco Advisors codes 27 $39,047 PY2022
- Ibew Local 237 Health & Welfare Fun codes 15 $28,947 PY2022
- Blitman & King LLP codes 29 $28,252 PY2022
- Bonadio & Co., LLP codes 10 $19,320 PY2022
- National Real Estate Advisors, LLC codes 28 $10,806 PY2022
- Wilmington Trust codes 19 $6,455 PY2022
- Marco Group Trust Equity Sched. D E $8.2M PY2022
- Marco Group Trust Fixed Income Sched. D E $3.9M PY2022
- Cowden Associates, Inc. codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding endedinferenceIbew Local Union No. 237 Pension Plan no longer reports Fixed Income Group Trust (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Fixed Income Group Trustaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceNational Real Estate Advisors, LLC no longer appears on Ibew Local Union No. 237 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with National Real Estate Advisorsaskebsa.dol.gov
- Jan 1, 2024Funded status changedIbew Local Union No. 237 Pension Plan funded ratio 29.1% -> 25.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedIbew Local Union No. 237 Pension Plan plan assets $16M -> $19M (+16.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedIbew Local Union No. 237 Pension Plan total assets $16M -> $51M (+215.3%, 2022-12-31 to 2023-12-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 166094914-001
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.