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
Ibew Local No. 236 Pension Plan
Taft-Hartley planSchenectady, NY
Assets
$434M
Total assets, Jun 30, 2025 reported
Funded
121.8%
Jul 1, 2024
Private markets target
n/a
policy Jun 30, 2025
Commitments
9
none on the tape
Plan sponsor: Ibew Local No. 236 Pension Plan
Allocation policy
Form 5500, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 10.7%
- Common/collective trusts 3.9%
- Registered investment companies 84.7%
- Common stock 0.1%
Consultants and advisers
5 firms
- KEY Bank National Association Custodianthrough Jun 30, 2025 Form 5500
- SEI Investment Company Custodianthrough Jun 30, 2023 Form 5500
- KEY Bank Custodianthrough Jun 30, 2023 Form 5500
- Bolton Partners Ne, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- SEI Global Private Assets V Fund3 rows, latest Jun 30, 2025
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Trust Company | Private equity | $6.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | SEI Global Private Assets III Collecollective trust | SEI Trust Company | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Global Private Assets III Collecollective trust | SEI Trust Company | Pooled vehicles | $3.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Trust Company | Private equity | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2024 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $6.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Trust Company | Private equity | $7.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | SEI Global Private Assets III Collecollective trust | SEI Trust Company | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | SEI Global Private Assets V Citcollective trust | SEI Global Private Assets V Fund | Pooled vehicles | $4.8M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 2,212 | n/a | n/a | n/a | $434M | n/a | n/a | n/a |
| 2023 to Jun 30, 2024 | 2,183 | n/a | n/a | n/a | $387M | n/a | n/a | n/a |
| 2022 to Jun 30, 2023 | 2,143 | n/a | n/a | n/a | $346M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- SEI Investment Management Corp. codes 13 19 $1.0M PY2024
- KEY Bank National Association codes 19 59 $194,878 PY2024
- Zenith American Solutions codes 14 $186,000 PY2024
- Slevin & Hart, P.C. codes 29 $134,543 PY2024
- Bolton Partners Northeast Inc. codes 11 $107,588 PY2024
- Teal, Becker & Chiaramonte, CPAS, P codes 10 $36,000 PY2024
- Novak Francella LLC codes 10 $11,739 PY2024
- Blitman & King LLP codes 29 $6,065 PY2024
- SEI Gpa IV Cit Sched. D C $6.3M PY2024
- SEI Gpa III Cit Sched. D C $2.5M PY2024
- SEI Gpa V Cit Sched. D C $8.0M PY2024
- Bolton Partners, Inc. codes 11 PY2024
- SEI Investment Management Corp. codes 13 19 $1.1M PY2023
- Zenith American Solutions codes 14 $203,706 PY2023
- KEY Bank National Association codes 19 59 $173,614 PY2023
- Bolton Partners codes 11 $47,203 PY2023
- Slevin & Hart, P.C. codes 29 $42,655 PY2023
- Teal, Becker & Chiaramonte, CPAS, P codes 10 $36,000 PY2023
- Pozefsky, Bramley & Murphy codes 29 $13,000 PY2023
- Novak Francella LLC codes 10 $8,062 PY2023
- Couch Dale Marshall P.C. codes 29 $7,974 PY2023
- SEI Gpa III Cit Sched. D C $3.0M PY2023
- SEI Gpa IV Cit Sched. D C $7.1M PY2023
- SEI Gpa V Cit Sched. D C $6.4M PY2023
- Bolton Partners, Inc. codes 11 PY2023
- SEI Investments codes 13 19 $1.2M PY2022
- Zenith American Solutions codes 14 $201,286 PY2022
- KEY Bank National Association codes 19 59 $154,558 PY2022
- Bolton Partners codes 11 $59,200 PY2022
- Teal, Becker & Chiaramonte, CPAS, P codes 10 $36,000 PY2022
- Pozefsky, Bramley & Murphy codes 29 $26,000 PY2022
- Novak Francella codes 10 $17,178 PY2022
- Couch Dale Marshall P.C. codes 29 $5,642 PY2022
- SEI Gpa V Cit Sched. D C $4.8M PY2022
- SEI Gpa IV Cit Sched. D C $7.2M PY2022
- SEI Gpa III Cit Sched. D C $3.5M PY2022
- Bolton Partners, Inc. codes 11 PY2022
What changed
5 events
- Jun 30, 2025Assets changedIbew Local No. 236 Pension Plan total assets $387M -> $434M (+12.0%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedIbew Local No. 236 Pension Plan funded ratio 117.8% -> 121.8% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedIbew Local No. 236 Pension Plan plan assets $345M -> $387M (+12.0%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedIbew Local No. 236 Pension Plan total assets $346M -> $387M (+12.0%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedIbew Local No. 236 Pension Plan funded ratio 124.0% -> 117.8% (2022-07-01 to 2023-07-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 141490934-001
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.