5 more advisers, 4 more managers, 15 more commitments and 4 more dated events

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Electricians Pension Plan, Ibew 995

Taft-Hartley plan· Baton Rouge, Louisiana

Taft-Hartley plan, based in Baton Rouge, Louisiana, reporting $77.7M in assets, for 1,376 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$77.7M
Funded ratio
71.9%
Fund commitments
7
Managers
10
Open searchesPlans backing its top managerSimilar plans, same strategy
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Commitments (7)Allocation policyConsultants
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Electricians Pension Plan, Ibew 995 first reports an interest in Lazard/wilmington International Equ: $3M at 2025-09-30.

Capital path

who backs this record, through what, into what; each name opens its own path
Electricians Pension Plan, Ibew 995
Funds committed to
All 7
Managers
All 7
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$77.7M
Total assets, Sep 30, 2025 reported
Funded
71.9%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
7
10 managers on Schedule C
Plan sponsor: Trustees of the Electricians Pension Plan, Ibew 995
Allocation policy
Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Non-interest-bearing cash 0.0%
  • Corporate debt instruments (other) 13.2%
  • U.S. Government securities 7.8%
  • Other investments 0.0%
  • Partnership/joint venture interests 17.8%
  • 103-12 investment entities 5.9%
  • Common/collective trusts 33.4%
  • Common stock 7.2%
  • Real estate (other than employer real property) 12.2%
Consultants and advisers
8 firms

+5 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

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From Schedule C (investment management, code 28)

+14 more Schedule C managers

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What changed
9 events
  • Sep 30, 2025Holding started
    Electricians Pension Plan, Ibew 995 first reports an interest in Lazard/wilmington International Equ: $3M at 2025-09-30
    with Lazard/wilmington International Equaskebsa.dol.gov
  • Sep 30, 2025Holding endedinference
    Electricians Pension Plan, Ibew 995 no longer reports Blackrock Global Allocation Collect (last held $4M at 2024-09-30; absent from the 2025-09-30 filing)
    with Blackrock Global Allocation Collectaskebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Electricians Pension Plan, Ibew 995 funded ratio 69.3% -> 71.9% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2024Assets changed
    Electricians Pension Plan, Ibew 995 plan assets $66M -> $74M (+11.2%, 2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Sep 30, 2024Assets changed
    Electricians Pension Plan, Ibew 995 total assets $66M -> $74M (+11.1%, 2023-09-30 to 2024-09-30)
    askebsa.dol.gov

+4 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
18 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Sep 30, 2025Longview Ultra Construction Loan incollective trustAmalgamated BankPrivate credit$1,576 heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025ASB Allegiance Real Estate Fundcollective trustABS Allegiance Real EstateReal estate$1.5M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2025Wellington Cif II Quality Value S1collective trustWellington Trust Company, NaPooled vehicles$10.4M heldDisclosed holdingaskebsa.dol.gov

+15 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
30 readings
Total assets
$77.7M Sep 30, 2025 reported Form 5500
$73.9M (2024-09) · $66.5M (2023-09)
Plan assets
$73.8M Oct 1, 2024 reported Form 5500
$66.3M (2023-10) · $63.9M (2022-10)
Net assets
$77.6M Sep 30, 2025 reported Form 5500
$73.8M (2024-09) · $66.3M (2023-09)
Funded ratio
71.9% Oct 1, 2024 reported Form 5500
69.3% (2023-10) · 70.1% (2022-10)
Participants
1,376 Oct 1, 2024 reported Form 5500
1,366 (2023-10) · 1,451 (2022-10)
Contributions
$7.3M Sep 30, 2025 reported Form 5500
$6.2M (2024-09) · $6.7M (2023-09)
Benefits paid
$8.7M Sep 30, 2025 reported Form 5500
$8.3M (2024-09) · $8.4M (2023-09)
Net investment income
$3.8M Sep 30, 2025 reported Form 5500
$7.4M (2024-09) · $2.4M (2023-09)
Investment management fees
$446,231 Sep 30, 2025 reported Form 5500
$444,966 (2024-09) · $488,056 (2023-09)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 20251,376Not disclosedNot disclosedn/a$77.7M$13.8MNot disclosed$9.5M
2023 to Sep 30, 20241,366Not disclosedNot disclosedn/a$73.9M$11.6MNot disclosed$9.5M
2022 to Sep 30, 20231,451Not disclosedNot disclosedn/a$66.5M$10.1MNot disclosed$11.0M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Bridgeway Benefit Technologies, LLC codes 49 $76,310 PY2024
  • Investment Performance Service, L.L codes 16 27 $75,073 PY2024
  • Atlanta Capital Management Company codes 68 71 $53,608 PY2024

+77 more service providers

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Provenance
Identifiers: EIN-PN 726057089-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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.
Capital chain

Electricians Pension Plan, Ibew 995 sits on 15 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 15 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

9 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-09-30source
  • Holding in a pooled vehicle ended
    2025-09-30source
  • Funded status changed
    2024-10-01source

+6 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+28 connections on the graph

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