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
Local 1783 I.B.E.W. Pension Fund
Taft-Hartley planNorth White Plains, NY
Assets
$16.7M
Total assets, Dec 31, 2024 reported
Funded
41.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
1
none on the tape
Plan sponsor: Board of Trustees of Local 1783 I.B.E.W. Pension Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.7%
- Common/collective trusts 16.4%
- Registered investment companies 78.6%
Consultants and advisers
5 firms
- Newtower Trust Company Investment adviser (plan)through Dec 31, 2024 Form 5500
- Quan Vest Consultants Investment adviser (plan)through Dec 31, 2024 Form 5500
- First Actuarial Consulting, LLC Pension consultantthrough Dec 31, 2022 Form 5500
- Summit Actuarial Service, LLC Actuarythrough Dec 31, 2022 Form 5500
- Summit Actuarial Services Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- NEW Tower Trust Company1 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Board of Trustees of Local 1783 I.B.E.W. Pension Fundplan years 2022
Commitments
1 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $2.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
20 readings
Form 5500 filings
2 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 | 841 | n/a | n/a | n/a | $16.7M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 844 | n/a | n/a | n/a | $18.6M | n/a | n/a | $3.5M |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Layne Mccarthy codes 30 50 $100,145 PY2024
- Rosemarie Mccarthy codes 30 50 $55,350 PY2024
- Quan-Vest codes 27 51 70 $48,000 PY2024
- Mccarthy & Preece PLLC codes 22 50 $42,000 PY2024
- Lawrence S. Fischer, CPA codes 10 50 $24,700 PY2024
- Gilberto Mendoza codes 20 50 $18,177 PY2024
- Matthew Rocco codes 30 50 $18,000 PY2024
- Andrew Fair, Esq. codes 20 50 $18,000 PY2024
- Dylan Wiley codes 30 50 $15,000 PY2024
- Summit Actuarial Services codes 11 50 $13,000 PY2024
- Weaver & Tidwell, LLP codes 10 50 $6,000 PY2024
- Newtower Trust Company codes 27 52 PY2024
- Newtower Trst Com Multi-Emp Prp Trt Sched. D C $2.7M PY2024
- Summit Actuarial Service, LLC codes 11 PY2024
- First Actuarial Consulting Inc codes 17 $90,000 PY2022
- Layne Mccarthy codes 13 $64,511 PY2022
- Rosemarie Mccarthy codes 13 $47,424 PY2022
- Mccarthy & Preece PLLC codes 22 $42,000 PY2022
- Local 1430 Ibew codes 14 $27,484 PY2022
- Quan-Vest codes 20 $24,000 PY2022
- Buchbinder Tunick & Co LLC codes 10 $22,800 PY2022
- Andrew Fair, Esq. codes 20 $18,000 PY2022
- Matthew Rocco codes 28 $18,000 PY2022
- Dylan Wiley codes 20 $18,000 PY2022
- Christine Empey codes 13 $15,409 PY2022
- Summit Actuarial Services codes 11 $13,000 PY2022
- Johana Weber codes 15 $11,564 PY2022
- Summit Actuarial Service, LLC codes 11 PY2022
What changed
2 events
- Jan 1, 2024Funded status changedLocal 1783 I.B.E.W. Pension Fund funded ratio 60.1% -> 41.6% (2022-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedLocal 1783 I.B.E.W. Pension Fund plan assets $23M -> $18M (-25.0%, 2022-01-01 to 2024-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 131889643-001
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.