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

Catv Industry-Ibew Pension Plan

Taft-Hartley planHonolulu, HI
Assets
$98.4M
Total assets, Dec 31, 2024 reported
Funded
99.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Board of Trustees of Catv Industry - Ibew Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.7%
  • Corporate debt instruments (other) 1.9%
  • U.S. Government securities 2.9%
  • Other investments 12.3%
  • Partnership/joint venture interests 8.8%
  • Registered investment companies 69.4%
  • Common stock 2.7%
Consultants and advisers
5 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on Schedule C
From Schedule C (investment management, code 28)
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
30 readings
Total assets
$98.4M Dec 31, 2024 reported Form 5500
$89.8M (2023-12) · $80.2M (2022-12)
Plan assets
$89.7M Jan 1, 2024 reported Form 5500
$80.0M (2023-01) · $96.9M (2022-01)
Net assets
$98.3M Dec 31, 2024 reported Form 5500
$89.7M (2023-12) · $80.0M (2022-12)
Funded ratio
99.8% Jan 1, 2024 reported Form 5500
103.1% (2023-01) · 105.8% (2022-01)
Participants
1,039 Jan 1, 2024 reported Form 5500
1,050 (2023-01) · 1,151 (2022-01)
Contributions
$278,622 Dec 31, 2024 reported Form 5500
$191,054 (2023-12) · $223,006 (2022-12)
Benefits paid
$4.3M Dec 31, 2024 reported Form 5500
$4.1M (2023-12) · $3.8M (2022-12)
Net investment income
$8.5M Dec 31, 2024 reported Form 5500
$9.7M (2023-12) · $-16.9M (2022-12)
Investment management fees
$341,625 Dec 31, 2024 reported Form 5500
$380,873 (2023-12) · $402,610 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,039n/an/an/a$98.4M$8.7Mn/an/a
2023 to Dec 31, 20231,050n/an/an/a$89.8M$6.1Mn/an/a
2023 to Dec 31, 20231,050n/an/an/a$89.8M$6.1Mn/an/a
2022 to Dec 31, 20221,151n/an/an/a$80.2M$4.6Mn/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
8 events
  • Dec 31, 2024Consultant changedinference
    Raymond James & Associates appears on Catv Industry-Ibew Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Raymond James & Associates, Inc.askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Whitestar Advisors, LLC appears on Catv Industry-Ibew Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Whitestar Advisors, LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Catv Industry-Ibew Pension Plan funded ratio 103.1% -> 99.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Catv Industry-Ibew Pension Plan plan assets $80M -> $90M (+12.1%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Whitestar Advisors, LLC no longer appears on Catv Industry-Ibew Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Whitestar Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2023Assets changed
    Catv Industry-Ibew Pension Plan total assets $80M -> $90M (+12.0%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Catv Industry-Ibew Pension Plan funded ratio 105.8% -> 103.1% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Catv Industry-Ibew Pension Plan plan assets $97M -> $80M (-17.4%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 996703160-001
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.