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

Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a

Taft-Hartley planOmaha, NE
Assets
$210M
Total assets, Dec 31, 2024 reported
Funded
107.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
9
none on the tape
Plan sponsor: Ibew Local Union No. 22/neca Joint Board of Trustees
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Corporate debt instruments (other) 6.5%
  • U.S. Government securities 10.2%
  • Other investments 9.6%
  • Common/collective trusts 40.2%
  • Pooled separate accounts 4.6%
  • Registered investment companies 27.1%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
Commitments
9 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Pioneer Multi Sector Fixed Incomecollective trustPioneer Multi Sector Fixed IncomeFixed income$40.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$43.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Pioneer Multi Sector Fixed Incomecollective trustPioneer Multi Sector Fixed IncomeFixed income$28.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$7.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$40.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Prisa II Saseparate accountPrudential Insurance Company of AmePooled vehicles$9.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Pioneer Multi Sector Fixed Incomecollective trustPioneer Multi Sector Fixed IncomeFixed income$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022S&p 500 Flagship Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$32.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$210M Dec 31, 2024 reported Form 5500
$189M (2023-12) · $167M (2022-12)
Plan assets
$189M Jan 1, 2024 reported Form 5500
$167M (2023-01) · $184M (2022-01)
Net assets
$210M Dec 31, 2024 reported Form 5500
$189M (2023-12) · $167M (2022-12)
Funded ratio
107.1% Jan 1, 2024 reported Form 5500
104.3% (2023-01) · 104.2% (2022-01)
Participants
2,656 Jan 1, 2024 reported Form 5500
2,566 (2023-01) · 2,453 (2022-01)
Contributions
$9.8M Dec 31, 2024 reported Form 5500
$10.4M (2023-12) · $9.6M (2022-12)
Benefits paid
$7.5M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · $6.7M (2022-12)
Net investment income
$21.1M Dec 31, 2024 reported Form 5500
$22.0M (2023-12) · $-17.7M (2022-12)
Investment management fees
$260,870 Dec 31, 2024 reported Form 5500
$241,473 (2023-12) · $215,270 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20242,656n/an/an/a$210Mn/an/an/a
2023 to Dec 31, 20232,566n/an/an/a$189Mn/an/an/a
2022 to Dec 31, 20222,453n/an/an/a$167Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Assets changed
    Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a total assets $189M -> $210M (+11.2%, 2023-12-31 to 2024-12-31)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a funded ratio 104.3% -> 107.1% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a plan assets $167M -> $189M (+13.2%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a total assets $167M -> $189M (+13.1%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 476061061-001
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.