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 673 Pension Plan

Taft-Hartley planMentor, OH
Assets
$84.9M
Total assets, Dec 31, 2024 reported
Funded
81.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Trustees of Plan I B E W Local 673 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 3.1%
  • Non-interest-bearing cash 1.0%
  • Corporate debt instruments (other) 1.5%
  • Corporate debt instruments (preferred) 0.2%
  • U.S. Government securities 4.4%
  • Other investments 3.6%
  • Common/collective trusts 3.4%
  • Registered investment companies 39.5%
  • Common stock 42.4%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ibew-Neca Stable Value Trustcollective trustInvesco National Trust CompanyPooled vehicles$2.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew-Neca Stable Value Trustcollective trustInvesco National Trust CompanyPooled vehicles$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew-Neca Stable Value Trustcollective trustInvesco National Trust CompanyPooled vehicles$2.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$84.9M Dec 31, 2024 reported Form 5500
$84.0M (2023-12) · $82.1M (2022-12)
Plan assets
$83.9M Jan 1, 2024 reported Form 5500
$82.0M (2023-01) · $94.4M (2022-01)
Net assets
$84.8M Dec 31, 2024 reported Form 5500
$83.9M (2023-12) · $82.0M (2022-12)
Funded ratio
81.4% Jan 1, 2024 reported Form 5500
80.2% (2023-01) · 80.1% (2022-01)
Participants
556 Jan 1, 2024 reported Form 5500
552 (2023-01) · 551 (2022-01)
Contributions
$2.8M Dec 31, 2024 reported Form 5500
$2.6M (2023-12) · $2.4M (2022-12)
Benefits paid
$8.2M Dec 31, 2024 reported Form 5500
$8.1M (2023-12) · $7.7M (2022-12)
Net investment income
$921,808 Dec 31, 2024 reported Form 5500
$1.9M (2023-12) · $-12.4M (2022-12)
Investment management fees
$407,462 Dec 31, 2024 reported Form 5500
$382,173 (2023-12) · $400,981 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024556n/an/an/a$84.9Mn/an/an/a
2023 to Dec 31, 2023552n/an/an/a$84.0Mn/an/an/a
2022 to Dec 31, 2022551n/an/an/a$82.1Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Dec 31, 2023Manager relationship started
    National Real Estate Advisors appears on I B E W Local 673 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with National Real Estate Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Segal Advisors Inc DBA Segal Marco no longer appears on I B E W Local 673 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Segal Marco Advisorsaskebsa.dol.gov
  • Jan 1, 2023Assets changed
    I B E W Local 673 Pension Plan plan assets $94M -> $82M (-13.1%, 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 346661994-001
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.