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
Neca-Ibew Local 584 Pension Plan
Taft-Hartley planRichardson, TX
Assets
$46.9M
Total assets, Dec 31, 2025 reported
Funded
124.8%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Neca-Ibew Local 584 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 61.8%
- Non-interest-bearing cash 2.3%
- Registered investment companies 34.4%
Consultants and advisers
3 firms
- Horizon Actuarial Services Investment adviser (plan)Actuarythrough Dec 31, 2025 Form 5500
- RBC Wealth Management Investment adviser (plan)through Dec 31, 2025 Form 5500
- Conner & Winters LLC Directed trusteethrough Dec 31, 2025 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
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
$42.3M (2024-12) · $38.0M (2023-12) · $33.6M (2022-12)
Plan assets
$37.9M (2024-01) · $33.6M (2023-01) · $41.0M (2022-01)
Net assets
$42.3M (2024-12) · $37.9M (2023-12) · $33.6M (2022-12)
Funded ratio
129.8% (2024-01) · 121.9% (2023-01) · 119.9% (2022-01)
Contributions
$2.2M (2024-12) · $1.7M (2023-12) · $2.0M (2022-12)
Benefits paid
$2.5M (2024-12) · $2.6M (2023-12) · $2.5M (2022-12)
Net investment income
$4.4M (2024-12) · $4.3M (2023-12) · $-7.4M (2022-12)
Investment management fees
$53,440 (2024-12) · $48,579 (2023-12) · $43,950 (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 | 852 | n/a | n/a | n/a | $46.9M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 857 | n/a | n/a | n/a | $42.3M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 941 | n/a | n/a | n/a | $38.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 1,114 | n/a | n/a | n/a | $33.6M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Horizon Actuarial Services LLC codes 27 50 $90,146 PY2025
- Southwest Service Admin Inc codes 13 50 $73,176 PY2025
- Conner & Winters LLC codes 25 50 $68,405 PY2025
- RBC Wealth Management codes 27 28 50 $42,273 PY2025
- Accounting Solutions Group LLC codes 10 50 $23,657 PY2025
- Horizon Actuarial Services, LLC codes 11 PY2025
- Horizon Actuarial Services LLC codes 27 50 $67,263 PY2024
- Southwest Service Admin Inc codes 13 50 $66,241 PY2024
- RBC Wealth Management codes 27 28 50 $53,440 PY2024
- Conner & Winters LLC codes 25 50 $25,372 PY2024
- Accounting Solutions Group LLC codes 10 50 $18,125 PY2024
- Horizon Actuarial Services, LLC codes 11 PY2024
- Horizon Actuarial Services LLC codes 27 50 $63,958 PY2023
- Southwest Service Admin Inc codes 13 50 $62,114 PY2023
- Conner & Winters Partners codes 25 50 $40,850 PY2023
- Accounting Solutions Group LLC codes 10 50 $20,200 PY2023
- RBC Wealth Management codes 27 28 50 PY2023
- Horizon Actuarial Services, LLC codes 11 PY2023
- Southwest Service Admin Inc codes 13 50 $64,220 PY2022
- Conner & Winters codes 25 50 $48,603 PY2022
- RBC Wealth Management codes 27 28 50 $43,950 PY2022
- Horizon Actuarial Services LLC codes 27 50 $43,268 PY2022
- Accounting Solutions Group LLC codes 10 50 $20,628 PY2022
- Horizon Actuarial Services codes 11 PY2022
What changed
9 events
- Dec 31, 2025Assets changedNeca-Ibew Local 584 Pension Plan total assets $42M -> $47M (+10.9%, 2024-12-31 to 2025-12-31)
- Jan 1, 2025Funded status changedNeca-Ibew Local 584 Pension Plan funded ratio 129.8% -> 124.8% (2024-01-01 to 2025-01-01)
- Jan 1, 2025Assets changedNeca-Ibew Local 584 Pension Plan plan assets $38M -> $42M (+11.5%, 2024-01-01 to 2025-01-01)
- Dec 31, 2024Assets changedNeca-Ibew Local 584 Pension Plan total assets $38M -> $42M (+11.4%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedNeca-Ibew Local 584 Pension Plan funded ratio 121.9% -> 129.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedNeca-Ibew Local 584 Pension Plan plan assets $34M -> $38M (+12.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedNeca-Ibew Local 584 Pension Plan total assets $34M -> $38M (+13.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedNeca-Ibew Local 584 Pension Plan funded ratio 119.9% -> 121.9% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedNeca-Ibew Local 584 Pension Plan plan assets $41M -> $34M (-18.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 736130146-001
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.