Ibew Local No. 246 Pension Plan
Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $49.5M in assets, for 413 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, Ibew Local No. 246 Pension Plan first reports an interest in SEI Global Private Assets VII, Cit: $190,163 at 2025-05-31.
1 more adviser and 19 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew-Neca Equity Index Fund3 commitments
- SEI Special Situations Collective3 commitments
- SEI Structured Credit Collective Fd3 commitments
- SEI Investments Management Corp19 commitments
- Chevy Chase Trust Company3 commitments
Relationship network
30 connected entities22 observed commitments9 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
- Non-interest-bearing cash 1.0%
- Common/collective trusts 43.8%
- Registered investment companies 53.9%
Consultants and advisers
- Horton Group General consultantthrough May 31, 2025 Form 5500
- SEI Investments Company Custodianthrough May 31, 2023 Form 5500
- Cowden Associates Actuarythrough May 31, 2023 Form 5500
+1 more consultant or adviser 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
- SEI Investments Management Corp19 rows, latest May 31, 2025
- Chevy Chase Trust Company3 rows, latest May 31, 2025
- SEI Investments Management Corpplan years
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
What changed
- May 31, 2025Holding startedIbew Local No. 246 Pension Plan first reports an interest in SEI Global Private Assets VII, Cit: $190,163 at 2025-05-31with SEI Glbl Prvt Assets VII Col Inv Traskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Horton Group appears on Ibew Local No. 246 Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Horton Groupaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceSEI Investments appears on Ibew Local No. 246 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with SEI Investments Companyaskebsa.dol.gov
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | SEI Special Situations Collectivecollective trust | SEI Investments Management Corp | Private credit | $3.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | SEI Structured Credit Collective Fdcollective trust | SEI Investments Management Corp | Private credit | $5.3M held | Disclosed holding | askebsa.dol.gov |
+19 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 May 31, 2025 | 413 | Not disclosed | Not disclosed | n/a | $49.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to May 31, 2024 | 399 | Not disclosed | Not disclosed | n/a | $48.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to May 31, 2023 | 416 | Not disclosed | Not disclosed | n/a | $44.3M | Not disclosed | Not disclosed | Not disclosed |
- SEI Investments codes 19 27 51 $274,533 PY2024
- Benesys codes 14 50 $70,973 PY2024
- Acrisure codes 11 50 $29,909 PY2024
+42 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Ibew Local No. 246 Pension Plan sits on 4 traced paths of capital across the graphs.
DFX traced 4 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
- Holding in a pooled vehicle started2025-05-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source 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
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.