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

Electrical Construction Industry Pension Plan

Taft-Hartley planWauwatosa, WI
Assets
$651M
Total assets, May 31, 2025 reported
Funded
113.6%
Jun 1, 2024
Private markets target
n/a
policy May 31, 2025
Commitments
21
none on the tape
Plan sponsor: Electrical Construction Industry Pension Plan Board of Trustees
Allocation policy
Form 5500, as of May 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.3%
  • Non-interest-bearing cash 0.4%
  • Partnership/joint venture interests 5.1%
  • 103-12 investment entities 3.8%
  • Common/collective trusts 61.2%
  • Registered investment companies 24.4%
  • Real estate (other than employer real property) 3.4%
Consultants and advisers
17 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
21 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of May 31, 2025Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$24.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$6.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$279M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NIS Intermediate Fixed Income Fundcollective trustNational Investment Services of America, LLCFixed income$79.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NIS High Yield Fund, LLCcollective trustNational Investment Services of America, LLCFixed income$5.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025NIS Total Absolute Return Fund, LLCcollective trustTitaniumHedge / diversifiers$8.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025U.S. Core Partners Collective Invescollective trustBenefit Trust CompanyPooled vehicles$20.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$23.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$6.4M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$264M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NIS Intermediate Fixed Income Fundcollective trustNational Investment Services of America, LLCFixed income$57.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NIS High Yield Fund, LLCcollective trustNational Investment Services of America, LLCFixed income$4.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024NIS Total Absolute Return Fund, LLCcollective trustTitaniumHedge / diversifiers$7.1M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024U.S. Core Partners Collective Invescollective trustBenefit Trust CompanyPooled vehicles$21.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Washington Capital Joint Master Tru103 12 ieWashington Capital Management, Inc.Pooled vehicles$22.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Afl-Cio Building Investment Trustcollective trustGreat Gray Trust CompanyPooled vehicles$9.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$221M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NIS Intermediate Fixed Income Fundcollective trustNational Investment Services of America, LLCFixed income$53.0M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NIS High Yield Fund, LLCcollective trustNational Investment Services of America, LLCFixed income$3.6M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023NIS Total Absolute Return Fund, LLCcollective trustTitaniumHedge / diversifiers$8.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023U.S. Core Partners Collective Invescollective trustBenefit Trust CompanyPooled vehicles$23.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$651M May 31, 2025 reported Form 5500
$598M (2024-05) · $528M (2023-05)
Plan assets
$598M Jun 1, 2024 reported Form 5500
$528M (2023-06) · $534M (2022-06)
Net assets
$651M May 31, 2025 reported Form 5500
$598M (2024-05) · $528M (2023-05)
Funded ratio
113.6% Jun 1, 2024 reported Form 5500
113.8% (2023-06) · 111.6% (2022-06)
Participants
4,743 Jun 1, 2024 reported Form 5500
4,645 (2023-06) · 4,733 (2022-06)
Contributions
$24.6M May 31, 2025 reported Form 5500
$22.6M (2024-05) · $21.0M (2023-05)
Benefits paid
$26.0M May 31, 2025 reported Form 5500
$25.1M (2024-05) · $24.3M (2023-05)
Net investment income
$53.6M May 31, 2025 reported Form 5500
$70.0M (2024-05) · $-6.1M (2023-05)
Investment management fees
$1.1M May 31, 2025 reported Form 5500
$1.0M (2024-05) · $950,512 (2023-05)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to May 31, 20254,743n/an/an/a$651M$33.3Mn/a$22.0M
2023 to May 31, 20244,645n/an/an/a$598M$38.3Mn/a$26.1M
2022 to May 31, 20234,733n/an/an/a$528M$26.4Mn/a$31.7M
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
6 events
  • Dec 31, 2024Consultant changedinference
    Frsecure no longer appears on Electrical Construction Industry Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Frsecureaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Ispros Inc no longer appears on Electrical Construction Industry Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Ispros Incaskebsa.dol.gov
  • Jun 1, 2024Assets changed
    Electrical Construction Industry Pension Plan plan assets $528M -> $598M (+13.3%, 2023-06-01 to 2024-06-01)
    askebsa.dol.gov
  • May 31, 2024Assets changed
    Electrical Construction Industry Pension Plan total assets $528M -> $598M (+13.3%, 2023-05-31 to 2024-05-31)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    PCS International appears on Electrical Construction Industry Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)
    with PCS Internationalaskebsa.dol.gov
  • Jun 1, 2023Funded status changed
    Electrical Construction Industry Pension Plan funded ratio 111.6% -> 113.8% (2022-06-01 to 2023-06-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 391291994-002
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.