2 more advisers, 4 more managers, 49 more commitments and 5 more dated events

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Iuoe Local 98 Pension Plan

Taft-Hartley plan· Southwick, Massachusetts

Taft-Hartley plan, based in Southwick, Massachusetts, reporting $270M in assets, for 1,672 participants.

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

Assets
$270M
Funded ratio
108.2%
Fund commitments
15
Managers
3
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Commitments (15)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: 31 Dec 2025, Iuoe Local 98 Pension Plan total assets $215M -> $270M (+25.5%, 2024-12-31 to 2025-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path
Iuoe Local 98 Pension Plan
Funds committed to
All 15
Managers
All 7
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$270M
Total assets, Dec 31, 2025 reported
Funded
108.2%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
15
3 managers on Schedule C
Plan sponsor: Board of Trustees Iuoe Local 98 Pension Plan
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.2%
  • Non-interest-bearing cash 0.6%
  • U.S. Government securities 0.1%
  • Other investments 0.8%
  • Partnership/joint venture interests 29.5%
  • 103-12 investment entities 11.8%
  • Common/collective trusts 40.8%
  • Registered investment companies 4.6%
  • Common stock 9.3%
  • Preferred stock 0.1%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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

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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

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

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From Schedule C (investment management, code 28)

+1 more Schedule C manager

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

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What changed
10 events
  • Dec 31, 2025Assets changed
    Iuoe Local 98 Pension Plan total assets $215M -> $270M (+25.5%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    Iuoe Local 98 Pension Plan funded ratio 102.0% -> 108.2% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Dec 31, 2024Holding started
    Iuoe Local 98 Pension Plan first reports an interest in Schroder Collective Investment Trus: $12M at 2024-12-31
    with Schroder Collective Investment Trusaskebsa.dol.gov
  • Dec 31, 2024Holding endedinference
    Iuoe Local 98 Pension Plan no longer reports Columbia Threadneedle US Hy Bond (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
    with Columbia Threadneedle US Hy Bondaskebsa.dol.gov
  • Dec 31, 2024Holding started
    Iuoe Local 98 Pension Plan first reports an interest in Columbia Tr US High Yld Bond Fd Ins: $11M at 2024-12-31
    with Columbia Tr US High Yld Bond Fd Insaskebsa.dol.gov

+5 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
52 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025Columbia Tr US High Yld Bond Fd Inscollective trustAmeriprise Trust CompanyFixed income$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025NCS Group Trust - Global Fund103 12 ieWalter Scott NcsPooled vehicles$17.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2025Ssga S&p Midcap 400 R Index Nl Fundcollective trustState Street Global Advisors Trust CompanyPooled vehicles$7.0M heldDisclosed holdingaskebsa.dol.gov

+49 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
40 readings
Total assets
$270M Dec 31, 2025 reported Form 5500
$215M (2024-12) · $203M (2023-12) · $184M (2022-12)
Plan assets
$212M Jan 1, 2025 reported Form 5500
$199M (2024-01) · $183M (2023-01) · $203M (2022-01)
Net assets
$236M Dec 31, 2025 reported Form 5500
$212M (2024-12) · $199M (2023-12) · $183M (2022-12)
Funded ratio
108.2% Jan 1, 2025 reported Form 5500
102.0% (2024-01) · 96.5% (2023-01) · 91.4% (2022-01)
Participants
1,672 Jan 1, 2025 reported Form 5500
1,604 (2024-01) · 1,618 (2023-01) · 1,699 (2022-01)
Contributions
$12.7M Dec 31, 2025 reported Form 5500
$12.9M (2024-12) · $13.0M (2023-12) · $13.1M (2022-12)
Benefits paid
$14.7M Dec 31, 2025 reported Form 5500
$14.2M (2024-12) · $13.9M (2023-12) · $13.8M (2022-12)
Net investment income
$23.6M Dec 31, 2025 reported Form 5500
$13.1M (2024-12) · $15.9M (2023-12) · -$19.4M (2022-12)
Investment management fees
$247,470 Dec 31, 2025 reported Form 5500
$212,304 (2024-12) · $220,383 (2023-12) · $254,672 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 20251,672Not disclosedNot disclosedn/a$270M$79.9MNot disclosedNot disclosed
2024 to Dec 31, 20241,604Not disclosedNot disclosedn/a$215M$49.9MNot disclosedNot disclosed
2023 to Dec 31, 20231,618Not disclosedNot disclosedn/a$203M$51.4MNot disclosedNot disclosed
2022 to Dec 31, 20221,699Not disclosedNot disclosedn/a$184M$46.5MNot disclosed$0
Service providers and investment entities as filed (Schedule C and D, latest year first)

+81 more service providers

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Provenance
Identifiers: EIN-PN 046127765-001
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

Iuoe Local 98 Pension Plan sits on 6 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 6 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

10 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2024-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Holding in a pooled vehicle started
    2024-12-31source

+7 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

+10 connections on the graph

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