Ibew Local 325 Pension Fund
Taft-Hartley plan, based in Binghamton, New York, reporting $73.1M in assets, for 602 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Aug 2025, Ibew Local 325 Pension Fund no longer reports Master Income-Plus Group Trust (last held $12,778 at 2024-08-31; absent from the 2025-08-31 filing).
2 more commitments
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- Separate Account J3 commitments
- Master Income-Plus Group Trust2 commitments
- Ullico Investment Advisors, Inc.3 commitments
Relationship network
16 connected entities5 observed commitments3 repeat counterpartiescommitments 2023 to 2025
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
- Organization
›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
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 1.1%
- Corporate debt instruments (other) 1.4%
- U.S. Government securities 3.5%
- Other investments 2.9%
- Partnership/joint venture interests 47.4%
- Pooled separate accounts 2.3%
- Common stock 38.8%
Consultants and advisers
- Investment Performance Services Investment adviser (plan)through Aug 31, 2023 Form 5500
- Wells Fargo Bank, Na Custodianthrough Aug 31, 2023 Form 5500
- Bolton Partners Northeast, Inc. Actuarythrough Aug 31, 2023 Form 5500
People
Manager roster
- Ullico Investment Advisors, Inc.3 rows, latest Aug 31, 2025
- Segall Bryant & Hamill LLCplan years 2023
- Jpmorgan Chase Bank, N.A.plan years 2023
What changed
- Aug 31, 2025Holding endedinferenceIbew Local 325 Pension Fund no longer reports Master Income-Plus Group Trust (last held $12,778 at 2024-08-31; absent from the 2025-08-31 filing)with Master Income-Plus Group Trustaskebsa.dol.gov
- Sep 1, 2024Funded status changedIbew Local 325 Pension Fund funded ratio 90.2% -> 93.4% (2023-09-01 to 2024-09-01)
- Sep 1, 2024Assets changedIbew Local 325 Pension Fund plan assets $62M -> $68M (+10.3%, 2023-09-01 to 2024-09-01)
- Aug 31, 2024Assets changedIbew Local 325 Pension Fund total assets $62M -> $68M (+10.3%, 2023-08-31 to 2024-08-31)
- Sep 1, 2023Funded status changedIbew Local 325 Pension Fund funded ratio 87.7% -> 90.2% (2022-09-01 to 2023-09-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Aug 31, 2025 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $1.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Separate Account Jseparate account | Ullico Investment Advisors, Inc. | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Aug 31, 2024 | Master Income-Plus Group Trustcollective trust | Custodial Trust Company | Fixed income | $12,778 held | Disclosed holding | askebsa.dol.gov |
+2 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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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 Aug 31, 2025 | 602 | Not disclosed | Not disclosed | n/a | $73.1M | $34.6M | Not disclosed | Not disclosed |
| 2023 to Aug 31, 2024 | 585 | Not disclosed | Not disclosed | n/a | $68.3M | $33.6M | Not disclosed | Not disclosed |
| 2022 to Aug 31, 2023 | 575 | Not disclosed | Not disclosed | n/a | $62.0M | $27.4M | Not disclosed | Not disclosed |
- Principal codes 18 51 $116,641 PY2024
- Manning & Napier codes 28 $114,841 PY2024
- Bolton Partners Northeast, Inc. codes 11 $46,725 PY2024
+33 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ibew Local 325 Pension Fund sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
- Holding in a pooled vehicle ended2025-08-31source on record
- Funded status changed2024-09-01source on record
- Total assets changed2024-09-01source on record
+2 more changes on this record's ledger
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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
+6 connections on the graph
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