Local Union 1158 I.B.E.W. Pension Fund - PA

Taft-Hartley plan· Clifton, New Jersey

Taft-Hartley plan, based in Clifton, New Jersey, reporting $33.8M in assets, for 1,120 participants.

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

Assets
$33.8M
Fund commitments
1
Managers
4
Open searchesPlans backing its top managerSimilar plans, same strategy
More
Commitments (1)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: 31 Dec 2024, Stacey Braun Associates, Inc. appears on Local Union 1158 I.B.E.W. Pension Fund - PA's Schedule C as investment manager (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path
Local Union 1158 I.B.E.W. Pension Fund - PA
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$33.8M
Total assets, Oct 31, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Oct 31, 2025
Commitments
1
4 managers on Schedule C
Plan sponsor: Board of Trustees of the Local Union 1158 I.B.E.W. Pension Fund-Pa
Allocation policy
Form 5500, as of Oct 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.0%
  • Non-interest-bearing cash 4.6%
  • Corporate debt instruments (other) 11.4%
  • U.S. Government securities 16.9%
  • Common/collective trusts 15.2%
  • Registered investment companies 37.6%
  • Common stock 13.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager 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
2 events
  • Dec 31, 2024Manager relationship started
    Stacey Braun Associates, Inc. appears on Local Union 1158 I.B.E.W. Pension Fund - PA's Schedule C as investment manager (plan year 2024 vs 2023)
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Oct 31, 2024Assets changed
    Local Union 1158 I.B.E.W. Pension Fund - PA total assets $29M -> $32M (+12.7%, 2023-10-31 to 2024-10-31)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Oct 31, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$5.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2024Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$4.2M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$3.1M heldDisclosed holdingaskebsa.dol.gov
Size and funding
18 readings
Total assets
$33.8M Oct 31, 2025 reported Form 5500
$32.3M (2024-10) · $28.7M (2023-10)
Net assets
$33.8M Oct 31, 2025 reported Form 5500
$32.3M (2024-10) · $28.7M (2023-10)
Participants
1,120 Nov 1, 2024 reported Form 5500
1,140 (2023-11) · 1,172 (2022-11)
Benefits paid
$2.1M Oct 31, 2025 reported Form 5500
$2.1M (2024-10) · $2.2M (2023-10)
Net investment income
$1.4M Oct 31, 2025 reported Form 5500
$3.7M (2024-10) · -$1.3M (2023-10)
Investment management fees
$60,198 Oct 31, 2025 reported Form 5500
$66,530 (2024-10) · $78,667 (2023-10)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Oct 31, 20251,120Not disclosedNot disclosedn/a$33.8MNot disclosedNot disclosedNot disclosed
2023 to Oct 31, 20241,140Not disclosedNot disclosedn/a$32.3MNot disclosedNot disclosedNot disclosed
2022 to Oct 31, 20231,172Not disclosedNot disclosedn/a$28.7MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Zenith American Solutions Inc codes 13 50 $132,370 PY2024
  • Carella,byrne,cecchi,olstein,brody codes 29 50 $55,601 PY2024
  • The Segal Company codes 11 50 $55,263 PY2024

+24 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 232009068-001
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.

Not yet on record: funded ratio.

Record history

2 dated events on the change ledger, latest first
  • Manager relationship started
    2024-12-31source
  • Total assets changed
    2024-10-31source

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