DFX Intelligence

3 more advisers, 1 more manager, 9 more commitments and 7 more dated events

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Local 808 Ibt Pension Plan

Taft-Hartley plan· Chappaqua, New York

Taft-Hartley plan, based in Chappaqua, New York, reporting $70.2M in assets, for 1,743 participants.

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

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $70.2M
Funded ratio: 103.4%
Fund commitments: 4
Managers: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (4)Allocation policy Consultants

As of 2024-12-31 · 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, Premier Technology Solutions no longer appears on Local 808 Ibt Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023).

Capital path

who backs this record, through what, into what; each name opens its own path

Local 808 Ibt Pension Plan

Funds committed to

Invesco Balanced-Risk Allocation Tr3 commitments
ASB Labor Equity Index Fund3 commitments
Prudential Core Plus Bond Fund3 commitments

All 4

Managers

All 4

Size, funding, policy and commitments, with their basesTaft-Hartley planShow

Taft-Hartley plan

Assets

$70.2M

Total assets, Sep 30, 2025 reported

Funded

103.4%

Oct 1, 2024

Private markets target

no policy read

policy Sep 30, 2025

Commitments

1 manager on Schedule C

Plan sponsor: Joint Board of Trustees of Local 808 Ibt Pension Fund

Allocation policy

Form 5500, as of Sep 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 0.1%
Non-interest-bearing cash 0.8%
Corporate debt instruments (other) 1.2%
U.S. Government securities 10.1%
Partnership/joint venture interests 6.5%
Common/collective trusts 75.2%
Pooled separate accounts 3.6%
Registered investment companies 1.0%

Consultants and advisers

6 firms

Bridgeway Benefit Technologies General consultantthrough Sep 30, 2024 Form 5500
Premier Technology Solutions, Inc. General consultantthrough Sep 30, 2024 Form 5500
Quan Vest Consultants Investment adviser (plan)through Sep 30, 2023 Form 5500

+3 more consultants and advisers advise this allocator

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

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

People

No investment staff or executives have been read for this allocator yet.

Manager roster

4 managers on the commitment tape

From the plan’s own commitment disclosures

Invesco Trust Company3 rows, latest Sep 30, 2025
Chevy Chase Trust Company3 rows, latest Sep 30, 2025
Prudential Trust Co.3 rows, latest Sep 30, 2025

+1 more manager received commitments

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

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From Schedule C (investment management, code 28)

Invesco Trust Companyplan years 2023
Vanderbilt Avenue Asset Mgmt, LLCplan years 2023
Whitestar Advisors, LLCplan years 2023

+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

12 events

Dec 31, 2024Manager relationship endedinference
Boyd Watterson Asset Management no longer appears on Local 808 Ibt Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Boyd Watterson Asset Managementaskebsa.dol.gov
Dec 31, 2024Consultant changedinference
Premier Technology Solutions no longer appears on Local 808 Ibt Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Premier Technology Solutions, Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinference
Horizon Actuarial Services, LLC appears on Local 808 Ibt Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Horizon Actuarial Servicesaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinference
Prudential Trust Co. no longer appears on Local 808 Ibt Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Prudential Trust Co.askebsa.dol.gov
Dec 31, 2024Consultant changedinference
Bridgeway Benefit Technologies no longer appears on Local 808 Ibt Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Bridgeway Benefit Technologiesaskebsa.dol.gov

+7 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

12 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	Invesco Balanced-Risk Allocation Trcollective trust	Invesco Trust Company	Multi-asset	$3.6M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	ASB Labor Equity Index Fundcollective trust	Chevy Chase Trust Company	Public equity	$38.7M held	Disclosed holding	askebsa.dol.gov
as of Sep 30, 2025	Prudential Core Plus Bond Fundcollective trust	Prudential Trust Co.	Fixed income	$10.5M held	Disclosed holding	askebsa.dol.gov

+9 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

$70.2M Sep 30, 2025 reported Form 5500

$71.0M (2024-09) · $62.0M (2023-09)

Plan assets

$70.6M Oct 1, 2024 reported Form 5500

$61.8M (2023-10) · $59.5M (2022-10)

Net assets

$70.1M Sep 30, 2025 reported Form 5500

$70.9M (2024-09) · $61.9M (2023-09)

Funded ratio

103.4% Oct 1, 2024 reported Form 5500

107.3% (2023-10) · 110.3% (2022-10)

Participants

1,743 Oct 1, 2024 reported Form 5500

1,629 (2023-10) · 1,586 (2022-10)

Contributions

$2.4M Sep 30, 2025 reported Form 5500

$2.2M (2024-09) · $1.8M (2023-09)

Benefits paid

$4.6M Sep 30, 2025 reported Form 5500

$4.4M (2024-09) · $4.4M (2023-09)

Net investment income

-$810,092 Sep 30, 2025 reported Form 5500

$9.0M (2024-09) · $2.0M (2023-09)

Investment management fees

$188,438 Sep 30, 2025 reported Form 5500

$154,971 (2024-09) · $206,733 (2023-09)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Sep 30, 2025	1,743	Not disclosed	Not disclosed	n/a	$70.2M	$4.5M	Not disclosed	Not disclosed
2023 to Sep 30, 2024	1,629	Not disclosed	Not disclosed	n/a	$71.0M	$4.4M	Not disclosed	Not disclosed
2022 to Sep 30, 2023	1,586	Not disclosed	Not disclosed	n/a	$62.0M	$4.8M	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Employees codes 30 50 $172,265 PY2024
Savasta & Company, Inc. codes 11 13 16 50 $85,208 PY2024
Withumsmith+brown, P.C. codes 10 50 $64,235 PY2024

+55 more service providers

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

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Provenance

Identifiers: EIN-PN 116204268-001

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

Local 808 Ibt Pension Plan sits on 12 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 12 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

12 dated events on the change ledger, latest first

Funded status changed
2023-10-01source
Funded status changed
2024-10-01source
Consultant changed
2023-12-31source

+9 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

+13 connections on the graph

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