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 56 Pension Plan

Taft-Hartley planErie, PA
Assets
$71.9M
Total assets, Apr 30, 2025 reported
Funded
105.1%
May 1, 2024
Private markets target
n/a
policy Apr 30, 2025
Commitments
6
none on the tape
Plan sponsor: Board of Trustees Ibew Local 56 Pension Plan
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.8%
  • Non-interest-bearing cash 0.5%
  • Common/collective trusts 10.6%
  • Registered investment companies 42.8%
  • Common stock 44.8%
Consultants and advisers
4 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$5.9M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2025Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$1.7M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$6.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$7.1M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Employee Real Estate Con Tr Fd IIcollective trustAmeriserveReal estate$1.8M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$71.9M Apr 30, 2025 reported Form 5500
$69.0M (2024-04) · $65.2M (2023-04)
Plan assets
$68.9M May 1, 2024 reported Form 5500
$65.2M (2023-05) · $66.7M (2022-05)
Net assets
$71.8M Apr 30, 2025 reported Form 5500
$68.9M (2024-04) · $65.2M (2023-04)
Funded ratio
105.1% May 1, 2024 reported Form 5500
108.1% (2023-05) · 105.5% (2022-05)
Participants
547 May 1, 2024 reported Form 5500
538 (2023-05) · 527 (2022-05)
Contributions
$2.9M Apr 30, 2025 reported Form 5500
$2.7M (2024-04) · $2.6M (2023-04)
Benefits paid
$4.5M Apr 30, 2025 reported Form 5500
$4.2M (2024-04) · $4.2M (2023-04)
Net investment income
$2.9M Apr 30, 2025 reported Form 5500
$3.8M (2024-04) · $-1.5M (2023-04)
Investment management fees
$307,364 Apr 30, 2025 reported Form 5500
$284,208 (2024-04) · $315,971 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025547n/an/an/a$71.9Mn/an/a$0
2023 to Apr 30, 2024538n/an/an/a$69.0Mn/an/a$0
2022 to Apr 30, 2023527n/an/an/a$65.2Mn/an/a$0
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
5 events
  • Dec 31, 2024Consultant changedinference
    Andco Consulting no longer appears on Ibew Local 56 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Mariner (andco)askebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    Logan, Mettley & Newcomer appears on Ibew Local 56 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Logan, Mettley & Newcomeraskebsa.dol.gov
  • May 1, 2024Funded status changed
    Ibew Local 56 Pension Plan funded ratio 108.1% -> 105.1% (2023-05-01 to 2024-05-01)
    askebsa.dol.gov
  • Dec 31, 2023Manager relationship started
    Mariner Institutional, LLC appears on Ibew Local 56 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Mariner Institutional LLCaskebsa.dol.gov
  • May 1, 2023Funded status changed
    Ibew Local 56 Pension Plan funded ratio 105.5% -> 108.1% (2022-05-01 to 2023-05-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 256149244-001
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.