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 #910 Pension Fund

Taft-Hartley planWatertown, NY
Assets
$80.5M
Total assets, Jun 30, 2025 reported
Funded
95.4%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
0
none on the tape
Plan sponsor: Trustees of the I.B.E.W. Local 910 Pension Fund
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.5%
  • Non-interest-bearing cash 0.6%
  • Corporate debt instruments (other) 8.3%
  • U.S. Government securities 17.5%
  • Other investments 1.0%
  • Partnership/joint venture interests 6.8%
  • Common stock 62.4%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
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
Total assets
$80.5M Jun 30, 2025 reported Form 5500
$73.0M (2024-06) · $65.8M (2023-06)
Plan assets
$72.9M Jul 1, 2024 reported Form 5500
$65.7M (2023-07) · $62.6M (2022-07)
Net assets
$80.4M Jun 30, 2025 reported Form 5500
$72.9M (2024-06) · $65.7M (2023-06)
Funded ratio
95.4% Jul 1, 2024 reported Form 5500
95.7% (2023-07) · 94.5% (2022-07)
Participants
715 Jul 1, 2024 reported Form 5500
700 (2023-07) · 702 (2022-07)
Contributions
$5.1M Jun 30, 2025 reported Form 5500
$4.4M (2024-06) · $4.4M (2023-06)
Benefits paid
$4.9M Jun 30, 2025 reported Form 5500
$4.4M (2024-06) · $3.8M (2023-06)
Net investment income
$7.5M Jun 30, 2025 reported Form 5500
$7.2M (2024-06) · $3.1M (2023-06)
Investment management fees
$453,524 Jun 30, 2025 reported Form 5500
$417,538 (2024-06) · $390,875 (2023-06)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Jun 30, 2025715n/an/an/a$80.5M$5.5Mn/an/a
2023 to Jun 30, 2024700n/an/an/a$73.0M$5.1Mn/an/a
2022 to Jun 30, 2023702n/an/an/a$65.8M$5.9Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jun 30, 2025Assets changed
    I.B.E.W. Local #910 Pension Fund total assets $73M -> $81M (+10.3%, 2024-06-30 to 2025-06-30)
    askebsa.dol.gov
  • Jul 1, 2024Assets changed
    I.B.E.W. Local #910 Pension Fund plan assets $66M -> $73M (+10.9%, 2023-07-01 to 2024-07-01)
    askebsa.dol.gov
  • Jun 30, 2024Assets changed
    I.B.E.W. Local #910 Pension Fund total assets $66M -> $73M (+11.0%, 2023-06-30 to 2024-06-30)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Secure Network Technologies no longer appears on I.B.E.W. Local #910 Pension Fund's Schedule C as general consultant (plan year 2023 vs 2022)
    with Secure Network Technologiesaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 166149240-001
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.