7 more advisers, 1 more manager, 9 more commitments and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Elevator Division Retirement Benefit Plan
Taft-Hartley plan, based in Long Island City, New York, reporting $259M in assets, for 5,089 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $259M
- Funded ratio
- 109.4%
- Fund commitments
- 4
- Managers
- 4
Nothing material in the last 90 days. Last change: 31 Oct 2025, Elevator Division Retirement Benefit Plan total assets $230M -> $259M (+12.7%, 2024-10-31 to 2025-10-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Ibew Neca Equity Index Fund3 commitments
- Loomis Core Plus Full Disc3 commitments
- International Equity Fund3 commitments
- Chevy Chase Trust Company3 commitments
- Loomis Sayles3 commitments
- RBC Global Asset Management Inc.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.8%
- Non-interest-bearing cash 0.4%
- Other investments 6.6%
- Common/collective trusts 47.6%
- Common stock 31.5%
- Real estate (other than employer real property) 10.6%
- Whitestar Advisors, LLC Investment adviser (plan)through Oct 31, 2025 Form 5500
- CCA Longevity Investment adviser (plan)through Oct 31, 2025 Form 5500
- Columbia Threadneedle Investments Investment adviser (plan)through Oct 31, 2023 Form 5500
+7 more consultants and advisers advise this allocator
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- Chevy Chase Trust Company3 rows, latest Oct 31, 2025
- Loomis Sayles3 rows, latest Oct 31, 2025
- RBC Global Asset Management Inc.3 rows, latest Oct 31, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- RBC Global Asset Management Inc.plan years
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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- Oct 31, 2025Assets changedElevator Division Retirement Benefit Plan total assets $230M -> $259M (+12.7%, 2024-10-31 to 2025-10-31)
- Dec 31, 2024Consultant changedinferenceCCA Longevity appears on Elevator Division Retirement Benefit Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with CCA Longevityaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWhitestar Advisors, LLC appears on Elevator Division Retirement Benefit Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Whitestar Advisors, LLCaskebsa.dol.gov
- Nov 1, 2024Funded status changedElevator Division Retirement Benefit Plan funded ratio 106.7% -> 109.4% (2023-11-01 to 2024-11-01)
- Nov 1, 2024Assets changedElevator Division Retirement Benefit Plan plan assets $189M -> $229M (+20.7%, 2023-11-01 to 2024-11-01)
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Oct 31, 2025 | Ibew Neca Equity Index Fundcollective trust | Chevy Chase Trust Company | Public equity | $62.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | Loomis Core Plus Full Disccollective trust | Loomis Sayles | Fixed income | $46.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Oct 31, 2025 | International Equity Fundcollective trust | RBC Global Asset Management Inc. | Public equity | $7.7M 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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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Oct 31, 2025 | 5,089 | Not disclosed | Not disclosed | n/a | $259M | Not disclosed | Not disclosed | $27.4M |
| 2023 to Oct 31, 2024 | 4,994 | Not disclosed | Not disclosed | n/a | $230M | Not disclosed | Not disclosed | $26.4M |
| 2022 to Oct 31, 2023 | 5,024 | Not disclosed | Not disclosed | n/a | $191M | Not disclosed | Not disclosed | $28.4M |
- Karen Campbell codes 30 $198,109 PY2024
- Ullico Infrastructure Taxexempt Fu codes 27 $154,218 PY2024
- Grassi & Co., Cpa's, P.C. codes 10 $142,069 PY2024
+52 more service providers
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Provenance
Elevator Division Retirement Benefit Plan sits on 28 traced paths of capital across the graphs.
DFX traced 28 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
- Funded status changed2024-11-01source
- Consultant changed2024-12-31source
- Consultant changed2024-12-31source
+3 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
+16 connections on the graph
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