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
International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund
Taft-Hartley planNorfolk, VA
Assets
$5.1M
Total assets, Apr 30, 2025 reported
Funded
20.6%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees - International Association of Bridge, Structural,
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 6.4%
- Corporate debt instruments (other) 8.4%
- U.S. Government securities 16.1%
- Other investments 0.2%
- Registered investment companies 48.1%
- Common stock 16.6%
Consultants and advisers
5 firms
- Southern Benefit Administrators General consultantthrough Apr 30, 2023 Form 5500
- Truist Bank Custodianthrough Apr 30, 2025 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Apr 30, 2023 Form 5500
- Mutual and Exchange Traded Funds Custodianthrough Apr 30, 2023 Form 5500
- BHA Consulting Actuarythrough Apr 30, 2023 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
30 readings
Net investment income
$-799,448 (2024-04) · $-1.6M (2023-04)
Investment management fees
$25,399 (2024-04) · $30,622 (2023-04)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 462 | n/a | n/a | n/a | $5.1M | n/a | n/a | n/a |
| 2023 to Apr 30, 2024 | 393 | n/a | n/a | n/a | $5.6M | n/a | n/a | n/a |
| 2022 to Apr 30, 2023 | 399 | n/a | n/a | n/a | $6.5M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Southern Benefit Administrators codes 14 16 $48,433 PY2024
- BHA Consulting codes 11 16 17 $27,598 PY2024
- Morgan Stanley codes 19 27 33 49 50 $21,863 PY2024
- Daniels, Irwin & Aylor codes 10 $16,750 PY2024
- Truist Bank codes 15 18 $5,084 PY2024
- O'Donoghue & O'Donoghue LLP codes 29 $4,849 PY2024
- Mutual & Exchange Traded Funds codes 19 28 PY2024
- BHA Consulting LLC codes 11 PY2024
- BHA Consulting codes 11 16 17 $77,519 PY2023
- Southern Benefit Administrators codes 14 16 $68,360 PY2023
- Morgan Stanley codes 19 27 33 49 50 $25,206 PY2023
- Daniels, Irwin & Aylor codes 10 $18,675 PY2023
- O'Donoghue & O'Donoghue LLP codes 29 $2,590 PY2023
- Mutual & Exchange Traded Funds codes 19 28 PY2023
- BHA Consulting LLC codes 11 PY2023
- Southern Benefit Administrators codes 14 16 $67,312 PY2022
- Morgan Stanley Smith Barney codes 19 27 33 49 50 $30,622 PY2022
- BHA Consulting codes 11 16 17 $25,753 PY2022
- Daniels, Irwin & Aylor codes 10 $16,875 PY2022
- O'Donoghue & O'Donoghue LLP codes 29 $12,016 PY2022
- Mutual & Exchange Traded Funds codes 19 28 PY2022
- BHA Consulting LLC codes 11 PY2022
What changed
5 events
- May 1, 2024Funded status changedInternational Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund funded ratio 22.9% -> 20.6% (2023-05-01 to 2024-05-01)
- May 1, 2024Assets changedInternational Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund plan assets $6M -> $6M (-12.5%, 2023-05-01 to 2024-05-01)
- Apr 30, 2024Assets changedInternational Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund total assets $6M -> $6M (-13.1%, 2023-04-30 to 2024-04-30)
- May 1, 2023Funded status changedInternational Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund funded ratio 28.2% -> 22.9% (2022-05-01 to 2023-05-01)
- May 1, 2023Assets changedInternational Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund plan assets $8M -> $6M (-19.8%, 2022-05-01 to 2023-05-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 546071250-001
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.