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AllocatorsPlantaft hartley<100m

Ibew Local 40 - Neca Variable Annuity Pension Plan

Allocators

SAN Diego, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:25921771-c4e2-4b91-b3bd-c56c97674bd5

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $3.1Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 123%
Participants: 187
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	0	$2,882	Sep 30, 2025	Derived
Non-interest-bearing cash	n/a	n/a	n/a	10	$323,825	Sep 30, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	25	$763,270	Sep 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	50	$1.6M	Sep 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Milliman, Inc.	actuary	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension
Focus Investment Advisors, Inc	Investment adviser	Oct 1, 2024	Sep 30, 2025	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Board of Trustees, Ibew Local 40 - Neca VariablePlan sponsorPlan sponsor
Oct 1, 2024 to presentfactForm 5500

Advised by (2)

→ Milliman, Inc.Investment consultantactuary
Oct 1, 2024 to Sep 30, 2025factForm 5500
→ Focus Investment Advisors, IncInvestment consultantInvestment adviser
Oct 1, 2024 to Sep 30, 2025factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:25921771-c4e2-4b91-b3bd-c56c97674bd5
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Ibew Local 40 - Neca Variable Annuity Pension Plan

Allocators

SAN Diego, CA

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:25921771-c4e2-4b91-b3bd-c56c97674bd5

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$2,882

Sep 30, 2025

Derived

Non-interest-bearing cash

n/a

$323,825

Sep 30, 2025

Derived

Corporate debt instruments (other)

n/a

$763,270

Sep 30, 2025

Derived

Registered investment companies

n/a

$1.6M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Milliman, Inc.

actuary

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension

Focus Investment Advisors, Inc

Investment adviser

Oct 1, 2024

Sep 30, 2025

fact

Dol form 5500 pension