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
Local Union 400 I.B.E.W. Pension Plan
Taft-Hartley planWest Trenton, NJ
Assets
$187M
Total assets, Mar 31, 2025 reported
Funded
89.2%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
10
none on the tape
Plan sponsor: Int'l Brotherhood of Elect. Workers Local Union 400 Pension Fund
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 16.1%
- U.S. Government securities 17.6%
- Partnership/joint venture interests 4.8%
- Common/collective trusts 30.6%
- Registered investment companies 20.4%
- Common stock 5.1%
Consultants and advisers
5 firms
- Morgan Stanley Smith Barney, LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
- Lazard Asset Management LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
- Barksdale Investment Manager Investment adviser (plan)through Mar 31, 2023 Form 5500
- Sage Advisory Services Ltd. Co. Investment adviser (plan)through Mar 31, 2023 Form 5500
- First Actuarial Consulting, LLC Actuarythrough Mar 31, 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
- Northern Trust Collective Eafe Inde7 rows, latest Mar 31, 2025
From Schedule C (investment management, code 28)
- Northern Trust Co.plan years 2023
Commitments
10 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 Mar 31, 2025 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $20.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | NT Collective Russell 2000 Growth Icollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $8.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | NT Collective Russell 2000 Value incollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | NT Collective Russell 1000 Value incollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $23.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $18.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | NT Collective Russell 2000 Growth Icollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $21.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2024 | NT Collective Russell 1000 Value incollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $25.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | Ibew-Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $18.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | NT Collective Russell 2000 Growth Icollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $14.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2023 | NT Collective Russell 1000 Value incollective trust | Northern Trust Collective Eafe Inde | Pooled vehicles | $25.7M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$300,380 (2024-03) · $248,094 (2023-03)
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 Mar 31, 2025 | 1,285 | n/a | n/a | n/a | $187M | $9.0M | n/a | n/a |
| 2023 to Mar 31, 2024 | 1,281 | n/a | n/a | n/a | $184M | $9.3M | n/a | n/a |
| 2022 to Mar 31, 2023 | 1,285 | n/a | n/a | n/a | $165M | $9.8M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- I.E. Shaffer codes 13 50 $280,223 PY2024
- Sage Advisory Services codes 27 51 $129,143 PY2024
- Lazard codes 27 51 $111,913 PY2024
- Mspc Certified Public Accountants codes 10 50 $56,697 PY2024
- Morgan Stanley Graystone codes 27 51 $53,050 PY2024
- First Actuarial Consulting codes 11 50 $35,231 PY2024
- O'Brien, Belland & Bushinsky LLC codes 29 50 $24,838 PY2024
- Weaver C. Barksdale & Associates codes 27 51 $23,988 PY2024
- Lindabury, Mccormick, Estabrook codes 29 50 $17,500 PY2024
- Northern Trust Corporation codes 28 51 $10,533 PY2024
- NT Collective Russell 1000 Value in Sched. D C $23.5M PY2024
- Ibew-Neca Equity Index Fund Sched. D C $20.0M PY2024
- NT Collective Russell 2000 Growth I Sched. D C $8.5M PY2024
- NT Collective Russell 2000 Value in Sched. D C $5.2M PY2024
- First Actuarial Consulting, Inc. codes 11 PY2024
- I.E. Shaffer codes 13 50 $253,280 PY2023
- Sage Advisory Services codes 27 51 $102,045 PY2023
- Lazard codes 27 51 $99,629 PY2023
- Morgan Stanley Graystone codes 27 51 $51,805 PY2023
- Mspc Certified Public Accountants codes 10 50 $50,193 PY2023
- First Actuarial Consulting codes 11 50 $41,250 PY2023
- O'Brien, Belland & Bushinsky LLC codes 29 50 $33,873 PY2023
- Northern Trust Corporation codes 28 51 $25,071 PY2023
- Weaver C. Barksdale & Associates codes 27 51 $21,830 PY2023
- Lindabury, Mccormick, Estabrook codes 29 50 $16,930 PY2023
- NT Collective Russell 1000 Value in Sched. D C $25.0M PY2023
- Ibew-Neca Equity Index Fund Sched. D C $18.5M PY2023
- NT Collective Russell 2000 Growth I Sched. D C $21.9M PY2023
- First Actuarial Consulting, Inc. codes 11 PY2023
- I.e.shaffer codes 13 50 $261,728 PY2022
- Sage Advisory Services codes 27 51 $89,983 PY2022
- Lazard codes 27 51 $89,702 PY2022
- Mspc Certified Public Accountants codes 10 50 $54,850 PY2022
- Morgan Stanley Graystone codes 27 51 $51,868 PY2022
- O Brien, Belland & Bushinsky LLC codes 29 50 $42,401 PY2022
- First Actuarial Consulting codes 11 50 $40,595 PY2022
- Northern Trust Corporation codes 28 51 $31,038 PY2022
- Weaver C. Barksdale & Associates in codes 27 51 $20,503 PY2022
- Lindabury, Mccormick, Estabrook codes 29 50 $16,472 PY2022
- NT Collective Russell 1000 Value in Sched. D C $25.7M PY2022
- NT Collective Russell 2000 Growth I Sched. D C $14.1M PY2022
- Ibew-Neca Equity Index Fund Sched. D C $18.9M PY2022
- First Actuarial Consulting , Inc codes 11 PY2022
What changed
3 events
- Mar 31, 2025Holding startedLocal Union 400 I.B.E.W. Pension Plan first reports an interest in NT Collective Russell 2000 Value in (Northern Trust Collective Eafe Inde): $5M at 2025-03-31with Northern Trust Collective Eafe Indeaskebsa.dol.gov
- Apr 1, 2024Assets changedLocal Union 400 I.B.E.W. Pension Plan plan assets $165M -> $183M (+10.6%, 2023-04-01 to 2024-04-01)
- Mar 31, 2024Assets changedLocal Union 400 I.B.E.W. Pension Plan total assets $165M -> $184M (+11.0%, 2023-03-31 to 2024-03-31)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 226257847-001
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.