I.B.E.W. Local 241 Pension Plan
Taft-Hartley plan, based in Ithaca, New York, reporting $27.3M in assets, for 243 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 May 2025, I.B.E.W. Local 241 Pension Plan no longer reports Master Income-Plus Group Trust (last held $3,678 at 2024-05-31; absent from the 2025-05-31 filing).
5 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.
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Capital path
who backs this record, through what, into what; each name opens its own path- Cohen & Steers Global Realty Fd Cl3 commitments
- BNY Mellon/walter Scott Glb Eq3 commitments
- Master Income-Plus Group Trust2 commitments
- Cohen & Steers3 commitments
- BNY Mellon3 commitments
Relationship network
17 connected entities8 observed commitments5 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 4.5%
- Common/collective trusts 17.7%
- Registered investment companies 64.8%
- Real estate (other than employer real property) 12.1%
Consultants and advisers
- Bolton Partners, Inc. Actuarythrough May 31, 2025 Form 5500
- Chevy Chase Trust Trusteethrough May 31, 2023 Form 5500
- Bolton Partners Northeast, Inc. Actuarythrough May 31, 2023 Form 5500
People
Manager roster
- Cohen & Steers3 rows, latest May 31, 2025
- BNY Mellon3 rows, latest May 31, 2025
- Cohen & Steersplan years
- Segal Marco Advisorsplan years 2023
What changed
- May 31, 2025Holding endedinferenceI.B.E.W. Local 241 Pension Plan no longer reports Master Income-Plus Group Trust (last held $3,678 at 2024-05-31; absent from the 2025-05-31 filing)with Master Income-Plus Group Trustaskebsa.dol.gov
- Jun 1, 2023Funded status changedI.B.E.W. Local 241 Pension Plan funded ratio 125.9% -> 123.2% (2022-06-01 to 2023-06-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Cohen & Steers Global Realty Fd Clcollective trust | Cohen & Steers | Real estate | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | BNY Mellon/walter Scott Glb Eqcollective trust | BNY Mellon | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Cohen & Steers Global Realty Fd Clcollective trust | Cohen & Steers | Real estate | $1.1M held | Disclosed holding | askebsa.dol.gov |
+5 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 May 31, 2025 | 243 | Not disclosed | Not disclosed | n/a | $27.3M | Not disclosed | Not disclosed | $3.3M |
| 2023 to May 31, 2024 | 241 | Not disclosed | Not disclosed | n/a | $25.3M | Not disclosed | Not disclosed | $3.6M |
| 2022 to May 31, 2023 | 228 | Not disclosed | Not disclosed | n/a | $23.3M | Not disclosed | Not disclosed | $4.6M |
- Solxsys Administrative Solutions codes 13 15 $74,340 PY2024
- Bolton Partners Northeast, Inc. codes 11 50 $50,000 PY2024
- Segal Advisors codes 28 50 $41,083 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2025-05-31source on record
- Funded status changed2023-06-01source on record
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
+6 connections on the graph
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