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 No. 82 Pension Plan
Taft-Hartley planPittsburgh, PA
Assets
$153M
Total assets, Jun 30, 2025 reported
Funded
88.6%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
3
none on the tape
Plan sponsor: Ibew Local No. 82 Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Non-interest-bearing cash 0.9%
- Corporate debt instruments (other) 14.4%
- U.S. Government securities 10.4%
- Common/collective trusts 26.2%
- Registered investment companies 45.5%
Consultants and advisers
2 firms
- PNC Bank, National Association Custodianthrough Jun 30, 2024 Form 5500
- Cuni, Rust & Strenk Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Bairdplan years 2023
- Dover Consulting Groupplan years 2023
Commitments
3 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 Jun 30, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $40.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $37.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $33.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$143,966 (2024-06) · $153,357 (2023-06)
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 Jun 30, 2025 | 1,666 | n/a | n/a | n/a | $153M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 1,597 | n/a | n/a | n/a | $139M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 1,537 | n/a | n/a | n/a | $125M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Zenith American Solutions codes 12 50 $128,289 PY2024
- Robert Baird codes 28 51 $102,114 PY2024
- Cuni, Rust & Strenk codes 11 50 $79,700 PY2024
- Dover Consulting Group codes 28 51 $53,077 PY2024
- Clark, Schaefer, Hackett & Co. codes 10 50 $35,083 PY2024
- Ledbetter, Parisi LLC codes 29 50 $26,850 PY2024
- Pnc codes 19 50 $15,650 PY2024
- Western Ohio Chapter, Inc. codes 49 50 $10,185 PY2024
- Neca Equity Index Fund Sched. D C $40.2M PY2024
- Cuni, Rust and Strenk codes 11 PY2024
- Zenith American Solutions codes 12 50 $123,851 PY2023
- Robert Baird codes 28 51 $85,943 PY2023
- Cuni, Rust & Strenk codes 11 50 $84,575 PY2023
- Dover Consulting Group codes 28 51 $48,585 PY2023
- Clark, Schaefer, Hackett & Co. codes 10 50 $25,200 PY2023
- Ledbetter, Parisi LLC codes 29 50 $21,814 PY2023
- Pnc codes 19 50 $15,724 PY2023
- Western Ohio Chapter, Inc. codes 49 50 $10,185 PY2023
- DLA Piper codes 29 50 $8,289 PY2023
- Neca Equity Index Fund Sched. D C $37.8M PY2023
- Cuni, Rust and Strenk codes 11 PY2023
- Zenith American Solutions codes 12 50 $112,776 PY2022
- Robert Baird codes 28 51 $84,319 PY2022
- Cuni, Rust & Strenk codes 11 50 $73,625 PY2022
- Ledbetter, Parisi LLC codes 29 50 $49,932 PY2022
- Dover Consulting Group codes 28 51 $49,200 PY2022
- Segal Select Insurance Services Inc codes 53 $34,137 PY2022
- Clark, Schaefer, Hackett & Co. codes 10 50 $18,100 PY2022
- DLA Piper codes 29 50 $13,475 PY2022
- Western Ohio Chapter, Inc. codes 49 50 $11,701 PY2022
- J. Brater Accounting Services LLC codes 10 50 $5,778 PY2022
- Neca Equity Index Fund Sched. D C $33.8M PY2022
- Cuni, Rust and Strenk codes 11 PY2022
What changed
3 events
- Jun 30, 2025Assets changedIbew Local No. 82 Pension Plan total assets $139M -> $153M (+10.4%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Assets changedIbew Local No. 82 Pension Plan plan assets $124M -> $138M (+11.5%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedIbew Local No. 82 Pension Plan total assets $125M -> $139M (+11.3%, 2023-06-30 to 2024-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 316127268-001
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.