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

I.B.E.W. Pacific Coast Pension Fund

Taft-Hartley planSpokane, WA
Assets
$295M
Total assets, Mar 31, 2025 reported
Funded
62.0%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
18
3 managers on Schedule C
Plan sponsor: Board of Trustees of the I.B.E.W. Pacific Coast Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.9%
  • Non-interest-bearing cash 1.7%
  • U.S. Government securities 19.6%
  • Partnership/joint venture interests 13.9%
  • 103-12 investment entities 15.8%
  • Common/collective trusts 31.3%
  • Registered investment companies 10.9%
  • Common stock 4.2%
Consultants and advisers
4 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
From Schedule C (investment management, code 28)
Commitments
18 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Mar 31, 2025Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$5,364 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$42.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Mackay Shields Collective Investmencollective trustSEI Trust CompanyPooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Loomis Sayles Core Disc. Alpha Fundcollective trustLoomis SaylesPooled vehicles$11.0M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2025Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$46.8M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$14,502 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$41.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$28.7M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Mackay Shields Collective Investmencollective trustSEI Trust CompanyPooled vehicles$9.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Loomis Sayles Core Disc. Alpha Fundcollective trustLoomis SaylesPooled vehicles$10.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$44.6M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$12,391 heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$40.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$34.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Mackay Shields Collective Investmencollective trustSEI Trust CompanyPooled vehicles$9.5M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Loomis Sayles Core Disc. Alpha Fundcollective trustLoomis SaylesPooled vehicles$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Panagora Group Trust Risk Parity103 12 iePanagora Investment ManagerHedge / diversifiers$43.3M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$295M Mar 31, 2025 reported Form 5500
$228M (2024-03) · $228M (2023-03)
Plan assets
$227M Apr 1, 2024 reported Form 5500
$228M (2023-04) · $257M (2022-04)
Net assets
$295M Mar 31, 2025 reported Form 5500
$227M (2024-03) · $228M (2023-03)
Funded ratio
62.0% Apr 1, 2024 reported Form 5500
62.5% (2023-04) · 63.0% (2022-04)
Participants
3,293 Apr 1, 2024 reported Form 5500
3,318 (2023-04) · 3,397 (2022-04)
Contributions
$13.0M Mar 31, 2025 reported Form 5500
$11.2M (2024-03) · $12.2M (2023-03)
Benefits paid
$28.0M Mar 31, 2025 reported Form 5500
$25.5M (2024-03) · $29.5M (2023-03)
Net investment income
$68.5M Mar 31, 2025 reported Form 5500
$-806,571 (2024-03) · $-32.0M (2023-03)
Investment management fees
$419,149 Mar 31, 2025 reported Form 5500
$371,383 (2024-03) · $552,634 (2023-03)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Mar 31, 20253,293n/an/an/a$295M$41.1Mn/an/a
2023 to Mar 31, 20243,318n/an/an/a$228M$38.6Mn/an/a
2022 to Mar 31, 20233,397n/an/an/a$228M$40.8Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • A.W. Rehn & Associates, Inc. codes 13 15 36 50 $305,438 PY2024
  • Milliman, Inc codes 11 17 50 $188,838 PY2024
  • Panagora Asset Management, Inc. codes 28 51 68 $161,874 PY2024
  • Versus Advisory, Inc. codes 27 50 $102,500 PY2024
  • Cliftonlarsonallen LLP codes 10 50 $63,197 PY2024
  • Turner Stoeve & Gagliardi, P.S. codes 29 50 $58,112 PY2024
  • Loomis Sayles Trust Company codes 28 51 $23,967 PY2024
  • Ullico Investment Advisors, Inc. codes 28 51 $20,988 PY2024
  • US Bank, Na codes 21 50 62 68 $20,524 PY2024
  • Washington Trust Bank codes 18 50 $6,491 PY2024
  • Hamilton Lane PE Fund Viii, LP codes 52 PY2024
  • J.B. Nibley Insurance, Inc. codes 53 PY2024
  • IFM Investors Pty Ltd. codes 52 PY2024
  • Panagora Grp Trust Risk Parity Mult Sched. D E $46.8M PY2024
  • Longview Ultra Const. Ln Inv Fund Sched. D C $5,364 PY2024
  • Ibew-Neca Equity Index Fund Sched. D C $42.6M PY2024
  • Newtower Trust Co. Multi-Er Trust Sched. D C $28.4M PY2024
  • Mackay Shields Collective Inv Trust Sched. D C $10.5M PY2024
  • Loomis Sayles Core Disc. Alpha Fund Sched. D C $11.0M PY2024
  • Milliman, Inc. codes 11 PY2024
  • A.W. Rehn & Associates, Inc. codes 13 15 36 50 $277,900 PY2023
  • Panagora Asset Management, Inc. codes 28 51 68 $149,407 PY2023
  • Milliman, Inc codes 11 17 50 $133,898 PY2023
  • Withumsmith+brown, PC codes 10 50 $110,042 PY2023
  • Versus Advisory, Inc. codes 27 50 $99,375 PY2023
  • Turner Stoeve & Gagliardi, P.S. codes 29 50 $38,620 PY2023
  • Loomis Sayles codes 28 50 51 $22,814 PY2023
  • US Bank,na codes 21 50 62 68 $20,358 PY2023
  • Washington Trust Bank codes 18 50 $7,237 PY2023
  • Hamilton Lane PE Fund VII, LP codes 52 PY2023
  • Segal Select Insurance Services Inc codes 53 PY2023
  • Newtower Trust Co. Multi-Er Trust Sched. D C $28.7M PY2023
  • Mackay Shields Collective Inv Trust Sched. D C $9.9M PY2023
  • Loomis Sayles Core Disc. Alpha Fund Sched. D C $10.5M PY2023
  • Panagora Grp Trust Risk Parity Mult Sched. D E $44.6M PY2023
  • Longview Ultra Const. Ln Inv Fund Sched. D C $14,502 PY2023
  • Ibew-Neca Equity Index Fund Sched. D C $41.2M PY2023
  • Milliman, Inc. codes 11 PY2023
  • A.W. Rehn & Associates, Inc. codes 13 15 36 50 $273,572 PY2022
  • Panagora Asset Management, Inc. codes 28 51 68 $154,283 PY2022
  • Milliman, Inc codes 11 17 50 $133,440 PY2022
  • Withumsmith+brown, PC codes 10 50 $105,295 PY2022
  • Versus Advisory, Inc. codes 27 50 $95,000 PY2022
  • Turner Stoeve & Gagliardi, P.S. codes 29 50 $65,532 PY2022
  • Law Offices of Geoffrey D Swindler, codes 29 50 $22,990 PY2022
  • US Bank, Na codes 21 50 62 68 $19,936 PY2022
  • Segal Select Insurance Services Inc codes 53 PY2022
  • Mcmorgan & Company LLC codes 52 PY2022
  • Newtower Trust Co. Multi-Er Trust Sched. D C $34.2M PY2022
  • Longview Ultra I Const. Ln Inv Fund Sched. D C $12,391 PY2022
  • Ibew-Neca Equity Index Fund Sched. D C $40.9M PY2022
  • Panagora Grp Trust Risk Parity Mult Sched. D E $43.3M PY2022
  • Mackay Shields Collective Inv Trust Sched. D C $9.5M PY2022
  • Loomis Sayles Core Disc. Alpha Fund Sched. D C $10.3M PY2022
  • Milliman, Inc. codes 11 PY2022
What changed
4 events
  • Mar 31, 2025Assets changed
    I.B.E.W. Pacific Coast Pension Fund total assets $228M -> $295M (+29.8%, 2024-03-31 to 2025-03-31)
    askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Ullico Investment Advisors, Inc. appears on I.B.E.W. Pacific Coast Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Ullico Investment Advisors, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Loomis Sayles appears on I.B.E.W. Pacific Coast Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Loomis Saylesaskebsa.dol.gov
  • Apr 1, 2023Assets changed
    I.B.E.W. Pacific Coast Pension Fund plan assets $257M -> $228M (-11.2%, 2022-04-01 to 2023-04-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 946128032-001
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.