Local 1783 I.B.E.W. Pension Fund
Taft-Hartley plan, based in North White Plains, New York, reporting $16.7M in assets, for 841 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2024, Local 1783 I.B.E.W. Pension Fund funded ratio 60.1% -> 41.6% (2022-01-01 to 2024-01-01).
2 more advisers
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- Multi-Employer Property Trust1 commitment
- NEW Tower Trust Company1 commitment
Relationship network
23 connected entities1 observed commitmentcommitments 2024
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
›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 basesTaft-Hartley planShowHide
Allocation policy
- Non-interest-bearing cash 1.7%
- Common/collective trusts 16.4%
- Registered investment companies 78.6%
Consultants and advisers
- 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
+2 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- NEW Tower Trust Company1 row, latest Dec 31, 2024
- Board of Trustees of Local 1783 I.B.E.W. Pension Fundplan years 2022
What changed
- 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)
Commitments
| 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
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 841 | Not disclosed | Not disclosed | n/a | $16.7M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 844 | Not disclosed | Not disclosed | n/a | $18.6M | Not disclosed | Not disclosed | $3.5M |
- 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
+25 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Local 1783 I.B.E.W. Pension Fund sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
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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