DFX Intelligence

Allocator Intelligence

Iuoe Local 295-295b,c Pension Fund

Taft-Hartley plan· Maspeth, New York

Taft-Hartley plan, based in Maspeth, New York, reporting $86.8M in assets, for 954 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$86.8M
Funded ratio
92.7%
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As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2025, Iuoe Local 295-295b,c Pension Fund total assets $77M -> $87M (+12.2%, 2024-12-31 to 2025-12-31).

1 more dated event

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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Relationship network

12 connected entities

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.

Reading the network
  • Sponsor
  • 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 planShow
Taft-Hartley plan
Assets
$86.8M
Total assets, Dec 31, 2025 reported
Funded
92.7%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
0
none on the tape
Plan sponsor: Board of Trustees, Iuoe Local 295-295b,c Pension Fund

Allocation policy

Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Non-interest-bearing cash 0.1%
  • Corporate debt instruments (other) 1.5%
  • U.S. Government securities 2.6%
  • Other investments 43.6%
  • Registered investment companies 38.4%
  • Common stock 11.7%
  • Real estate (other than employer real property) 0.0%

Consultants and advisers

3 firms

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events
  • Dec 31, 2025Assets changed
    Iuoe Local 295-295b,c Pension Fund total assets $77M -> $87M (+12.2%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Assets changed
    Iuoe Local 295-295b,c Pension Fund plan assets $69M -> $77M (+12.0%, 2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    First Actuarial Consulting, Inc appears on Iuoe Local 295-295b,c Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with First Actuarial Consulting, LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Iuoe Local 295-295b,c Pension Fund funded ratio 95.7% -> 92.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Iuoe Local 295-295b,c Pension Fund plan assets $62M -> $69M (+10.9%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

40 readings
Total assets
$86.8M Dec 31, 2025 reported Form 5500
$77.4M (2024-12) · $71.8M (2023-12) · $63.9M (2022-12)
Plan assets
$76.9M Jan 1, 2025 reported Form 5500
$68.6M (2024-01) · $61.9M (2023-01) · $67.9M (2022-01)
Net assets
$86.2M Dec 31, 2025 reported Form 5500
$77.2M (2024-12) · $71.3M (2023-12) · $63.5M (2022-12)
Funded ratio
92.7% Jan 1, 2025 reported Form 5500
92.4% (2024-01) · 95.7% (2023-01) · 96.1% (2022-01)
Participants
954 Jan 1, 2025 reported Form 5500
955 (2024-01) · 945 (2023-01) · 991 (2022-01)
Contributions
$4.1M Dec 31, 2025 reported Form 5500
$3.0M (2024-12) · $5.6M (2023-12) · $5.3M (2022-12)
Benefits paid
$5.2M Dec 31, 2025 reported Form 5500
$4.3M (2024-12) · $3.9M (2023-12) · $3.7M (2022-12)
Net investment income
$9.0M Dec 31, 2025 reported Form 5500
$5.9M (2024-12) · $7.8M (2023-12) · -$4.4M (2022-12)
Investment management fees
$283,783 Dec 31, 2025 reported Form 5500
$211,865 (2024-12) · $217,608 (2023-12) · $227,778 (2022-12)

Form 5500 filings

4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025954Not disclosedNot disclosedn/a$86.8MNot disclosedNot disclosed$39,988
2024 to Dec 31, 2024955Not disclosedNot disclosedn/a$77.4MNot disclosedNot disclosed$2.3M
2023 to Dec 31, 2023945Not disclosedNot disclosedn/a$71.8M$5.6MNot disclosedNot disclosed
2022 to Dec 31, 2022991Not disclosedNot disclosedn/a$63.9M$4.1MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+25 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

Identifiers: EIN-PN 116042885-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.

Not yet on record: fund commitments, managers.

Record history

6 dated events on the change ledger, latest event first
  • Total assets changed
    2025-12-31source on record
  • Total assets changed
    2025-01-01source on record
  • Consultant changed
    2024-12-31source on record

+3 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

+5 connections on the graph

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