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.
Corporate pension
Retirement Plan for Employees of International Brotherhood of Electrical Workers Local 134
Corporate pensionChicago, IL
Assets
$29.2M
Total assets, Dec 31, 2025 reported
Funded
112.8%
Jan 1, 2025
Private markets target
n/a
policy Dec 31, 2025
Commitments
4
none on the tape
Plan sponsor: Ibew Local Union No. 134
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.7%
- Common/collective trusts 14.0%
- Registered investment companies 84.3%
Consultants and advisers
3 firms
- Segal Marco Advisors Investment adviser (plan)Pension consultantthrough Dec 31, 2025 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2025 Form 5500
- Amalgamated Bank Custodianthrough Dec 31, 2025 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
- NEW Tower Trust Company4 rows, latest Dec 31, 2025
Commitments
4 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 Dec 31, 2025 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Multi-Employer Property Trustcollective trust | NEW Tower Trust Company | Real estate | $4.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
41 readings
Total assets
$27.7M (2024-12) · $26.4M (2023-12) · $24.9M (2022-12)
Plan assets
$26.4M (2024-01) · $24.9M (2023-01) · $30.0M (2022-01)
Net assets
$27.7M (2024-12) · $26.4M (2023-12) · $24.9M (2022-12)
Funded ratio
110.1% (2024-01) · 109.4% (2023-01) · 108.3% (2022-01)
Funding target
$23.6M (2024-01) · $24.0M (2023-01) · $24.2M (2022-01)
Benefits paid
$1.8M (2024-12) · $1.8M (2023-12) · $1.7M (2022-12)
Net investment income
$1.3M (2024-12) · $1.5M (2023-12) · $-5.1M (2022-12)
Investment management fees
$12,000 (2024-12) · $12,000 (2023-12) · $23,986 (2022-12)
Form 5500 filings
4 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 109 | $27.7M | $21.8M | 112.8% | $29.2M | n/a | n/a | n/a |
| 2024 to Dec 31, 2024 | 115 | $26.4M | $23.6M | 110.1% | $27.7M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 116 | $24.9M | $24.0M | 109.4% | $26.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 119 | $30.0M | $24.2M | 108.3% | $24.9M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Milliman codes 11 $16,950 PY2025
- Amalgamated Bank codes 19 50 62 $13,011 PY2025
- Segal Marco Advisors codes 27 $12,000 PY2025
- Legacy Professionals LLP codes 10 $9,500 PY2025
- Multi-Employer Property Trust Sched. D C $4.1M PY2025
- Milliman, Inc. codes 11 PY2025
- Milliman codes 11 $20,435 PY2024
- Amalgamated Bank codes 19 50 62 $14,097 PY2024
- Segal Marco Advisors codes 27 $12,000 PY2024
- Legacy Professionals LLP codes 10 $9,500 PY2024
- Multi-Employer Property Trust Sched. D C $4.0M PY2024
- Milliman, Inc. codes 11 PY2024
- Milliman codes 11 $21,294 PY2023
- Segal Marco Advisors codes 17 $12,000 PY2023
- Amalgamated Bank codes 19 50 62 $11,715 PY2023
- Legacy Professionals LLP codes 10 $9,000 PY2023
- Multi-Employer Property Trust Sched. D C $4.1M PY2023
- Milliman, Inc. codes 11 PY2023
- Milliman codes 11 $24,323 PY2022
- Segal Marco Advisors codes 17 $12,000 PY2022
- Amalgamated Bank codes 19 50 62 $11,986 PY2022
- Legacy Professionals LLP codes 10 $8,100 PY2022
- Multi-Employer Property Trust Sched. D C $4.9M PY2022
- Milliman, Inc. codes 11 PY2022
What changed
2 events
- Jan 1, 2025Funded status changedRetirement Plan for Employees of International Brotherhood of Electrical Workers Local 134 funded ratio 110.1% -> 112.8% (2024-01-01 to 2025-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of International Brotherhood of Electrical Workers Local 134 plan assets $30M -> $25M (-17.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 361264170-001
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.