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AllocatorsPlantaft hartley<100m

I.B.E.W. Local No. 106 Pension Plan

Allocators

Jamestown, NY

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Search this name across graphsid dfx:al:6fa1af85-de5f-42c0-8364-2f1ee743717d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
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: $43.8Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 93%
Participants: 348
Commitments: 6with an amount; holdings are counted apart
Managers: 3
Funds: 3
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 1
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Wilmington Global Advisors	Wilmington Trust	Pooled vehicle	$5.8M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Wilmington Global Advisors	Wilmington Trust	Pooled vehicle	$4.8M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Disciplined Value Cit	Manning & Napier Advisors, LLC	Pooled vehicle	$4.1M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Russell 2000 Index Fund	Blackrock Investments, LLC	Pooled vehicle	$3.7M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Russell 2000 Index Fund	Blackrock Investments, LLC	Pooled vehicle	$2.2M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Russell 2000 Index Fund	Blackrock Investments, LLC	Pooled vehicle	$2.2M	Jun 30, 2023	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 18 rows folded into 6

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Interest-bearing cash	n/a	n/a	n/a	12	$5.4M	Jun 30, 2025	Derived
U.S. Government securities	n/a	n/a	n/a	4	$1.8M	Jun 30, 2025	Derived
Corporate debt instruments (other)	n/a	n/a	n/a	22	$9.7M	Jun 30, 2025	Derived
Other investments	n/a	n/a	n/a	1	$454,202	Jun 30, 2025	Derived
Common/collective trusts	n/a	n/a	n/a	27	$11.7M	Jun 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	33	$14.4M	Jun 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
Wellth Advisory Services	Investment adviser	Jul 1, 2024	Jun 30, 2025	no	fact	Dol form 5500 pension
Global Retirement Partners	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
M&t Investment Group	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
USI Consulting Group	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Nottingham Advisors	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Managers

managers this plan names on Schedule C or in its reports; a manager here is a reference node keyed to the private equity, venture and real estate fund graphs, never a new identity

Manager	Mandate	From	To	Current	Evidence
Blackrock Investments, LLC	n/a	Jun 30, 2025	n/a	yes	fact
Manning & Napier Advisors, LLC	n/a	Jun 30, 2023	n/a	yes	fact

Relationships

Manages for (2)

← Manning & Napier Advisors, LLCManager with allocator capital
Jun 30, 2023 to presentfactForm 5500
← Blackrock Investments, LLCManager with allocator capital
Jun 30, 2025 to presentfactForm 5500

Sponsors (1)

← Local Union 106 IbewPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (5)

→ Global Retirement PartnersInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ M&t Investment GroupInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ USI Consulting GroupInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Nottingham AdvisorsInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Wellth Advisory ServicesInvestment consultantInvestment adviser
Jul 1, 2024 to Jun 30, 2025factForm 5500

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Consultant changed
Wellth Advisory Services appears on I.B.E.W. Local No. 106 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Wellth Advisory Services Form 5500observed 4 days ago
Occurred
Dec 31, 2024
Consultant changed
Global Retirement Partners no longer appears on I.B.E.W. Local No. 106 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
Global Retirement Partners Form 5500observed 4 days ago
Occurred
Jun 30, 2024
Holding in a pooled vehicle started
I.B.E.W. Local No. 106 Pension Plan first reports an interest in Wilmington Global Advisors (Wilmington Trust): $5M at 2024-06-30
Wilmington Trust Form 5500observed 4 days ago
$4.8M
Occurred
Jun 30, 2024
Holding in a pooled vehicle ended
I.B.E.W. Local No. 106 Pension Plan no longer reports Disciplined Value Cit (Manning & Napier) (last held $4M at 2023-06-30; absent from the 2024-06-30 filing)
Manning & Napier Form 5500observed 4 days ago
$4.1M

Show 3 bookkeeping events

Occurred
Jul 1, 2024
I.B.E.W. Local No. 106 Pension Plan plan assets $37M -> $41M (+10.3%, 2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2024
I.B.E.W. Local No. 106 Pension Plan funded ratio 90.4% -> 93.0% (2023-07-01 to 2024-07-01)
Occurred
Jun 30, 2024
I.B.E.W. Local No. 106 Pension Plan total assets $37M -> $41M (+10.3%, 2023-06-30 to 2024-06-30)

Provenance

Graph: Allocators
Canonical id: dfx:al:6fa1af85-de5f-42c0-8364-2f1ee743717d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 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.

I.B.E.W. Local No. 106 Pension Plan

Allocators

Jamestown, NY

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:6fa1af85-de5f-42c0-8364-2f1ee743717d

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Wilmington Global Advisors

Wilmington Trust

Pooled vehicle

$5.8M

Jun 30, 2025

Collective trust

Dol form 5500 pension

Wilmington Global Advisors

Wilmington Trust

Pooled vehicle

$4.8M

Jun 30, 2024

Collective trust

Dol form 5500 pension

Disciplined Value Cit

Manning & Napier Advisors, LLC

Pooled vehicle

$4.1M

Jun 30, 2023

Collective trust

Dol form 5500 pension

Russell 2000 Index Fund

Blackrock Investments, LLC

Pooled vehicle

$3.7M

Jun 30, 2025

Collective trust

Dol form 5500 pension

Russell 2000 Index Fund

Blackrock Investments, LLC

Pooled vehicle

$2.2M

Jun 30, 2024

Collective trust

Dol form 5500 pension

Russell 2000 Index Fund

Blackrock Investments, LLC

Pooled vehicle

$2.2M

Jun 30, 2023

Collective trust

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Interest-bearing cash

n/a

$5.4M

Jun 30, 2025

Derived

U.S. Government securities

n/a

$1.8M

Jun 30, 2025

Derived

Corporate debt instruments (other)

n/a

$9.7M

Jun 30, 2025

Derived

Other investments

n/a

$454,202

Jun 30, 2025

Derived

Common/collective trusts

n/a

$11.7M

Jun 30, 2025

Derived

Registered investment companies

n/a

$14.4M

Jun 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Wellth Advisory Services

Investment adviser

Jul 1, 2024

Jun 30, 2025

fact

Dol form 5500 pension

Global Retirement Partners

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

M&t Investment Group

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

USI Consulting Group

actuary

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Nottingham Advisors

Investment adviser

Jul 1, 2022

Jun 30, 2023

fact

Dol form 5500 pension

Manager

Mandate

From

Current

Evidence

Blackrock Investments, LLC

n/a

Jun 30, 2025

n/a

yes

fact

Manning & Napier Advisors, LLC

n/a

Jun 30, 2023

n/a

yes

fact