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
Ibew Local Union 363 Pension
Taft-Hartley planHarriman, NY
Assets
$157M
Total assets, Dec 31, 2024 reported
Funded
90.0%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Ibew Lu 363 Pension
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 5.0%
- Corporate debt instruments (other) 3.7%
- U.S. Government securities 18.8%
- Other investments 3.2%
- Partnership/joint venture interests 2.8%
- Registered investment companies 32.0%
- Common stock 33.3%
Consultants and advisers
2 firms
- Morgan Stanley Smith Barney, LLC Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 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
Investment management fees
$414,705 (2023-12) · $541,970 (2022-12)
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 Dec 31, 2024 | 1,618 | n/a | n/a | n/a | $157M | $4.5M | n/a | n/a |
| 2023 to Dec 31, 2023 | 1,607 | n/a | n/a | n/a | $144M | n/a | n/a | $331,577 |
| 2022 to Dec 31, 2022 | 1,593 | n/a | n/a | n/a | $127M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $631,017 PY2024
- Millman, Inc codes 11 51 $110,884 PY2024
- Mspc codes 10 50 $32,945 PY2024
- Archer Byington & Levine LLP codes 29 50 $22,738 PY2024
- L. 363 Jat R.E. Corp. codes 50 99 $17,520 PY2024
- Bernard & Associates codes 15 50 $9,200 PY2024
- Milliman, Inc codes 11 PY2024
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $414,705 PY2023
- Millman, Inc codes 11 51 $108,889 PY2023
- Mspc codes 10 50 $30,900 PY2023
- L. 363 Jat R.E. Corp. codes 50 99 $17,115 PY2023
- Archer Byington & Levine LLP codes 29 50 $8,860 PY2023
- Bernard & Associates codes 15 50 $8,000 PY2023
- Milliman, Inc codes 11 PY2023
- Morgan Stanley Smith Barney LLC codes 19 27 33 49 50 71 72 99 $541,970 PY2022
- Millman, Inc codes 11 51 $141,499 PY2022
- Mspc codes 10 50 $33,900 PY2022
- L. 363 Jat R.E. Corp. codes 50 99 $17,115 PY2022
- Bernard & Associates codes 15 50 $9,725 PY2022
- Archer Byington & Levine LLP codes 29 50 $8,770 PY2022
- Milliman, Inc codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedIbew Local Union 363 Pension funded ratio 86.0% -> 90.0% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedIbew Local Union 363 Pension plan assets $127M -> $144M (+13.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedIbew Local Union 363 Pension total assets $127M -> $144M (+13.1%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedIbew Local Union 363 Pension plan assets $147M -> $127M (-13.8%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 516041178-001
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.