I.B.E.W. Pacific Coast Pension Fund
Taft-Hartley plan, based in Spokane, Washington, reporting $295M in assets, for 3,293 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, I.B.E.W. Pacific Coast Pension Fund total assets $228M -> $295M (+29.8%, 2024-03-31 to 2025-03-31).
1 more adviser, 3 more managers and 15 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- Longview Ultra Construction Loan in3 commitments
- Ibew-Neca Equity Index Fund3 commitments
- Multi-Employer Property Trust3 commitments
- Amalgamated Bank3 commitments
- Chevy Chase Trust Company3 commitments
- NEW Tower Trust Company3 commitments
Relationship network
38 connected entities18 observed commitments13 repeat counterparties14 dated commitments shown here, 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 1.9%
- 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
- Verus Advisory, Inc. Investment adviser (plan)through Mar 31, 2023 Form 5500
- Washington Trust Bank Custodianthrough Mar 31, 2024 Form 5500
- Milliman, Inc. Actuarythrough Mar 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
- Amalgamated Bank3 rows, latest Mar 31, 2025
- Chevy Chase Trust Company3 rows, latest Mar 31, 2025
- NEW Tower Trust Company3 rows, latest Mar 31, 2025
+3 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Mackay Shieldsplan years
- Amalgamated Bankplan years
- Chevy Chase Trust Companyplan years
+8 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Mar 31, 2025Assets changedI.B.E.W. Pacific Coast Pension Fund total assets $228M -> $295M (+29.8%, 2024-03-31 to 2025-03-31)
- Dec 31, 2024Manager relationship startedUllico 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 startedLoomis 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 changedI.B.E.W. Pacific Coast Pension Fund plan assets $257M -> $228M (-11.2%, 2022-04-01 to 2023-04-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Longview Ultra Construction Loan incollective trust | Amalgamated Bank | Private credit | $5,364 held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $42.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $28.4M held | Disclosed holding | askebsa.dol.gov |
+15 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 Mar 31, 2025 | 3,293 | Not disclosed | Not disclosed | n/a | $295M | $41.1M | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 3,318 | Not disclosed | Not disclosed | n/a | $228M | $38.6M | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 3,397 | Not disclosed | Not disclosed | n/a | $228M | $40.8M | Not disclosed | Not disclosed |
- 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
+52 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
I.B.E.W. Pacific Coast Pension Fund sits on 5 traced paths of capital across the graphs.
DFX traced 5 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
- Total assets changed2025-03-31source on record
- Manager relationship started2024-12-31source on record
- Manager relationship started2023-12-31source on record
+1 more change 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
+16 connections on the graph
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