Ibew Local No. 236 Pension Plan
Taft-Hartley plan, based in Schenectady, New York, reporting $434M in assets, for 2,212 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, Ibew Local No. 236 Pension Plan total assets $387M -> $434M (+12.0%, 2024-06-30 to 2025-06-30).
2 more advisers and 6 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Capital path
who backs this record, through what, into what; each name opens its own path- SEI Global Private Assets III Colle3 commitments
- SEI Global Private Assets V Cit3 commitments
- SEI Gpa IV Cit Private Equity Fund3 commitments
- SEI Investments Management Corp9 commitments
Relationship network
20 connected entities9 observed commitments4 repeat counterpartiescommitments 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 10.7%
- Common/collective trusts 3.9%
- Registered investment companies 84.7%
- Common stock 0.1%
Consultants and advisers
- KEY Bank National Association Custodianthrough Jun 30, 2025 Form 5500
- Bolton Partners, Inc. Actuarythrough Jun 30, 2023 Form 5500
- SEI Investment Company Custodianthrough Jun 30, 2023 Form 5500
+2 more consultants and advisers 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
- SEI Investments Management Corp9 rows, latest Jun 30, 2025
- SEI Investments Management Corpplan years
What changed
- 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)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | SEI Global Private Assets III Collecollective trust | SEI Investments Management Corp | Pooled vehicles | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | SEI Global Private Assets V Citcollective trust | SEI Investments Management Corp | Pooled vehicles | $8.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | SEI Gpa IV Cit Private Equity Fundcollective trust | SEI Investments Management Corp | Private equity | $6.3M held | Disclosed holding | askebsa.dol.gov |
+6 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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 Jun 30, 2025 | 2,212 | Not disclosed | Not disclosed | n/a | $434M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 2,183 | Not disclosed | Not disclosed | n/a | $387M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 2,143 | Not disclosed | Not disclosed | n/a | $346M | Not disclosed | Not disclosed | Not disclosed |
- 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
+34 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
Ibew Local No. 236 Pension Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 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 changed2025-06-30source on record
- Funded status changed2024-07-01source on record
- Total assets changed2024-07-01source on record
+2 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
+7 connections on the graph
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