Ibew Local Union No. 237 Pension Plan
Taft-Hartley plan, based in Niagara Falls, New York, reporting $52.0M in assets, for 429 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ibew 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).
2 more advisers and 2 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Equity Group Trust3 commitments
- Fixed Income Group Trust2 commitments
- Segal Advisors, Inc.5 commitments
Relationship network
17 connected entities5 observed commitments4 repeat counterpartiescommitments 2022 to 2024
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.
- Sponsor
- Fund or vehicle
- 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.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- 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
- 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
+2 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
Manager roster
- Segal Advisors, Inc.5 rows, latest Dec 31, 2024
- Segal Advisors, Inc.plan years
- National Real Estate Advisorsplan years 2022
What changed
- 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)
Commitments
| 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 | Fixed Income Group Trust103 12 ie | Segal Advisors, Inc. | Fixed income | $4.8M 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 |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 429 | Not disclosed | Not disclosed | n/a | $52.0M | $872,513 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 419 | Not disclosed | Not disclosed | n/a | $50.6M | $1.0M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 430 | Not disclosed | Not disclosed | n/a | $16.1M | $1.1M | Not disclosed | Not disclosed |
- Segal Marco Advisors codes 27 $97,346 PY2024
- Blitman & King LLP codes 29 $53,310 PY2024
- Cowden Associates codes 11 $38,437 PY2024
+27 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Ibew Local Union No. 237 Pension Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+2 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
+8 connections on the graph
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