I B E W Local 673 Pension Plan
Taft-Hartley plan, based in Mentor, Ohio, reporting $84.9M in assets, for 556 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2023, 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).
1 more adviser
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- Ibew-Neca Stable Value Trust3 commitments
- Invesco Trust Company3 commitments
Relationship network
20 connected entities3 observed commitments2 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 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
- UBS Financial Services Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Segal Marco Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- Fifth Third Bank Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser 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
- Invesco Trust Company3 rows, latest Dec 31, 2024
- Invesco Trust Companyplan years 2022
- National Real Estate Advisorsplan years 2023
- Boyd Watterson Asset Managementplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Manager relationship startedNational 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 changedinferenceSegal 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 changedI B E W Local 673 Pension Plan plan assets $94M -> $82M (-13.1%, 2022-01-01 to 2023-01-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Ibew-Neca Stable Value Trustcollective trust | Invesco Trust Company | Pooled vehicles | $2.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ibew-Neca Stable Value Trustcollective trust | Invesco Trust Company | Pooled vehicles | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ibew-Neca Stable Value Trustcollective trust | Invesco Trust Company | Pooled vehicles | $2.7M held | Disclosed holding | askebsa.dol.gov |
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 | 556 | Not disclosed | Not disclosed | n/a | $84.9M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 552 | Not disclosed | Not disclosed | n/a | $84.0M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 551 | Not disclosed | Not disclosed | n/a | $82.1M | Not disclosed | Not disclosed | Not disclosed |
- Solxsys Administrative Solutionsllc codes 13 $137,480 PY2024
- Manning and Napier Advisors codes 28 $136,583 PY2024
- Newport Investments codes 28 $113,110 PY2024
+48 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
I B E W Local 673 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.
Checking your plan…
Record history
- Consultant changed2023-12-31source on record
- Manager relationship started2023-12-31source on record
- Total assets changed2023-01-01source on record
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
+11 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.