Joint Industry Board of the Electrical Industry Employees' Retirement Income Plan
Corporate pension, based in Flushing, New York, reporting $36.0M in assets, for 359 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Sep 2025, Joint Industry Board of the Electrical Industry Employees' Retirement Income Plan total assets $32M -> $36M (+13.7%, 2024-09-30 to 2025-09-30).
3 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Ssga Union Labor Russell 3000 Index3 commitments
- Ullico Infrastructure Tax Exempt Fu3 commitments
- State Street Global Advisors Trust Company3 commitments
- Ullico Investment Advisors3 commitments
Relationship network
13 connected entities6 observed commitments4 repeat counterpartiescommitments 2023 to 2025
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 basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 12.5%
- Non-interest-bearing cash 1.0%
- Corporate debt instruments (other) 3.4%
- U.S. Government securities 18.2%
- Other investments 0.6%
- Partnership/joint venture interests 6.7%
- 103-12 investment entities 7.8%
- Common/collective trusts 46.3%
Consultants and advisers
- State Street Bank & Trust Company Custodianthrough Sep 30, 2025 Form 5500
- Milliman, Inc. Actuarythrough Sep 30, 2023 Form 5500
People
Manager roster
- State Street Global Advisors Trust Company3 rows, latest Sep 30, 2025
- Ullico Investment Advisors3 rows, latest Sep 30, 2025
- State Street Global Advisors Trust Companyplan years
- State Street Global Advisors Trustplan years
- Virtus Partners Incplan years 2025
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Sep 30, 2025Assets changedJoint Industry Board of the Electrical Industry Employees' Retirement Income Plan total assets $32M -> $36M (+13.7%, 2024-09-30 to 2025-09-30)
- Dec 31, 2024Manager relationship startedSeix Investments Advisors LLC appears on Joint Industry Board of the Electrical Industry Employees' Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Virtus Partners Incaskebsa.dol.gov
- Oct 1, 2024Assets changedJoint Industry Board of the Electrical Industry Employees' Retirement Income Plan plan assets $26M -> $31M (+20.7%, 2023-10-01 to 2024-10-01)
- Sep 30, 2024Assets changedJoint Industry Board of the Electrical Industry Employees' Retirement Income Plan total assets $26M -> $32M (+21.9%, 2023-09-30 to 2024-09-30)
- Oct 1, 2023Funded status changedJoint Industry Board of the Electrical Industry Employees' Retirement Income Plan funded ratio 116.2% -> 121.4% (2022-10-01 to 2023-10-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Sep 30, 2025 | Ssga Union Labor Russell 3000 Indexcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $16.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2025 | Ullico Infrastructure Tax Exempt Fu103 12 ie | Ullico Investment Advisors | Infrastructure | $2.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Sep 30, 2024 | Ssga Union Labor Russell 3000 Indexcollective trust | State Street Global Advisors Trust Company | Pooled vehicles | $14.2M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Sep 30, 2025 | 359 | $31.3M | $26.0M | 120.3% | $36.0M | $2.4M | Not disclosed | Not disclosed |
| 2023 to Sep 30, 2024 | 352 | $25.9M | $21.4M | 121.4% | $31.7M | $1.7M | Not disclosed | Not disclosed |
| 2022 to Sep 30, 2023 | 334 | $21.7M | $18.7M | 116.2% | $26.0M | $961,970 | Not disclosed | Not disclosed |
- Alliant Insurance codes 23 50 $54,903 PY2024
- Milliman Inc codes 11 50 $46,583 PY2024
- State Street Bank & Trust Co codes 19 28 50 99 $38,738 PY2024
+15 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Total assets changed2025-09-30source on record
- Manager relationship started2024-12-31source on record
- Total assets changed2024-10-01source on record
+3 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
+7 connections on the graph
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