3 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ibew Local 712 Pension Trust Fund

Taft-Hartley plan· Pittsburgh, Pennsylvania

Taft-Hartley plan, based in Pittsburgh, Pennsylvania, reporting $106M in assets, for 1,273 participants.

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

Assets
$106M
Funded ratio
99.4%
Fund commitments
2
Managers
2
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (2)Allocation policyManagers
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: 1 Jan 2024, Ibew Local 712 Pension Trust Fund funded ratio 93.9% -> 99.4% (2023-01-01 to 2024-01-01).

Capital path

who backs this record, through what, into what; each name opens its own path
Ibew Local 712 Pension Trust Fund
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$106M
Total assets, Dec 31, 2024 reported
Funded
99.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
2 managers on Schedule C
Plan sponsor: Ibew Local 712 Pension Trust Fund
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.6%
  • Non-interest-bearing cash 1.7%
  • Corporate debt instruments (other) 4.5%
  • U.S. Government securities 4.0%
  • Other investments 14.2%
  • Partnership/joint venture interests 0.3%
  • Common/collective trusts 20.4%
  • Registered investment companies 23.0%
  • Common stock 30.2%
Consultants and advisers
2 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)

+2 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed
3 events
  • Jan 1, 2024Funded status changed
    Ibew Local 712 Pension Trust Fund funded ratio 93.9% -> 99.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Ibew Local 712 Pension Trust Fund funded ratio 89.1% -> 93.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Ibew Local 712 Pension Trust Fund plan assets $105M -> $92M (-12.2%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
6 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$19.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Victory Trivalent Intl Sm Cap Fundcollective trustGlobal Trust CompanyPooled vehicles$2.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$17.1M heldDisclosed holdingaskebsa.dol.gov

+3 more commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
30 readings
Total assets
$106M Dec 31, 2024 reported Form 5500
$99.3M (2023-12) · $93.1M (2022-12)
Plan assets
$99.1M Jan 1, 2024 reported Form 5500
$92.1M (2023-01) · $105M (2022-01)
Net assets
$106M Dec 31, 2024 reported Form 5500
$99.2M (2023-12) · $92.1M (2022-12)
Funded ratio
99.4% Jan 1, 2024 reported Form 5500
93.9% (2023-01) · 89.1% (2022-01)
Participants
1,273 Jan 1, 2024 reported Form 5500
1,268 (2023-01) · 1,161 (2022-01)
Contributions
$6.2M Dec 31, 2024 reported Form 5500
$5.6M (2023-12) · $13.3M (2022-12)
Benefits paid
$8.7M Dec 31, 2024 reported Form 5500
$8.7M (2023-12) · $14.8M (2022-12)
Net investment income
$6.9M Dec 31, 2024 reported Form 5500
$7.0M (2023-12) · -$12.8M (2022-12)
Investment management fees
$192,780 Dec 31, 2024 reported Form 5500
$197,107 (2023-12) · $203,906 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,273Not disclosedNot disclosedn/a$106M$296,026Not disclosedNot disclosed
2023 to Dec 31, 20231,268Not disclosedNot disclosedn/a$99.3M$296,026Not disclosedNot disclosed
2022 to Dec 31, 20221,161Not disclosedNot disclosedn/a$93.1M$296,026Not disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Provenance
Identifiers: EIN-PN 251297810-001
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.

Record history

3 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Total assets changed
    2023-01-01source

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

+8 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Ask DFX