Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan
Taft-Hartley plan, based in Phoenix, Arizona, reporting $229M in assets, for 3,829 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan total assets $200M -> $229M (+14.1%, 2023-12-31 to 2024-12-31).
3 more advisers, 9 more managers, 26 more commitments and 4 more dated events
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- ASB Allegiance Real Estate Fund3 commitments
- Ibew-Neca Equity Index Fund3 commitments
- Jpmcb Core Bond Fund3 commitments
- ABS Allegiance Real Estate3 commitments
- Chevy Chase Trust Company3 commitments
- JP Morgan Chase3 commitments
Relationship network
70 connected entities29 observed commitments18 repeat counterparties9 dated commitments shown here, 2022 to 2024
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 0.7%
- Non-interest-bearing cash 0.7%
- Partnership/joint venture interests 19.4%
- 103-12 investment entities 16.3%
- Common/collective trusts 47.9%
- Registered investment companies 8.6%
- Real estate (other than employer real property) 5.3%
Consultants and advisers
- Allan Biller Investment adviser (plan)through Dec 31, 2022 Form 5500
- PNC Bank Custodianthrough Dec 31, 2024 Form 5500
- BMO Harris Custodianthrough Dec 31, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- ABS Allegiance Real Estate3 rows, latest Dec 31, 2024
- Chevy Chase Trust Company3 rows, latest Dec 31, 2024
- JP Morgan Chase3 rows, latest Dec 31, 2024
+9 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- LSV Asset Managementplan years 2024
- JP Morgan Chaseplan years
- Invesco Trust Companyplan years
+17 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
- Dec 31, 2024Assets changedIbew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan total assets $200M -> $229M (+14.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedIbew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan funded ratio 110.1% -> 119.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedIbew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan plan assets $173M -> $200M (+15.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Holding endedinferenceIbew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan no longer reports Nhit Core Disciplined Alpha Trust (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)with Nhit Core Disciplined Alpha Trustaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceIbew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan no longer reports Panagora Group Trust Risk Parity (Panagora Investment Manager) (last held $4M at 2022-12-31; absent from the 2023-12-31 filing)with Panagora Investment Manageraskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | ASB Allegiance Real Estate Fundcollective trust | ABS Allegiance Real Estate | Real estate | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | LSV International (acwi Ex US) Valucollective trust | LSV Asset Management | Pooled vehicles | $6.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $66.3M held | Disclosed holding | askebsa.dol.gov |
+26 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 Dec 31, 2024 | 3,829 | Not disclosed | Not disclosed | n/a | $229M | $44.3M | Not disclosed | $12.1M |
| 2023 to Dec 31, 2023 | 3,504 | Not disclosed | Not disclosed | n/a | $200M | $29.7M | Not disclosed | $12.0M |
| 2022 to Dec 31, 2022 | 3,501 | Not disclosed | Not disclosed | n/a | $174M | $22.4M | Not disclosed | $13.9M |
- Audax codes 51 $212,539 PY2024
- Allan Biller codes 27 $191,578 PY2024
- Zenith Administrative Services codes 13 $181,305 PY2024
+87 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan 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 changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Total assets changed2024-01-01source on record
+6 more changes 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
+28 connections on the graph
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