DFX Intelligence

3 more commitments and 1 more dated event

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Local Union 903 I.B.E.W. Pension Plan

Taft-Hartley plan· Mobile, Alabama

Taft-Hartley plan, based in Mobile, Alabama, reporting $81.0M in assets, for 975 participants.

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

As of 2025-11-30 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $81.0M
Funded ratio: 142.5%
Fund commitments: 2
Managers: 3

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

Commitments (2)Allocation policy Managers

As of 2025-11-30 · 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: 30 Nov 2025, Local Union 903 I.B.E.W. Pension Plan total assets $73M -> $81M (+11.3%, 2024-11-30 to 2025-11-30).

Capital path

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

Local Union 903 I.B.E.W. Pension Plan

Funds committed to

Ibew-Neca Equity Index Fund3 commitments
Longview Midcap 400 Index Fund3 commitments

Managers

Chevy Chase Trust Company3 commitments
Amalgamated Bank of New York3 commitments

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

Taft-Hartley plan

Assets

$81.0M

Total assets, Nov 30, 2025 reported

Funded

142.5%

Dec 1, 2024

Private markets target

no policy read

policy Nov 30, 2025

Commitments

3 managers on Schedule C

Plan sponsor: Local Union 903 I.B.E.W. Pension Plan

Allocation policy

Form 5500, as of Nov 30, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 4.7%
Corporate debt instruments (other) 1.8%
U.S. Government securities 11.4%
Partnership/joint venture interests 14.4%
Common/collective trusts 18.0%
Registered investment companies 13.0%
Common stock 35.6%

Consultants and advisers

2 firms

Southern Actuarial Services Actuarythrough Nov 30, 2023 Form 5500
Hancock Bank Custodianthrough Nov 30, 2023 Form 5500

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

Chevy Chase Trust Company3 rows, latest Nov 30, 2025
Amalgamated Bank of New York3 rows, latest Nov 30, 2025

From Schedule C (investment management, code 28)

Chevy Chaseplan years
Chevy Chase Trust Companyplan years
Intercontinental Real Estate Corp.plan years 2024

+3 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

6 events

Nov 30, 2025Assets changed
Local Union 903 I.B.E.W. Pension Plan total assets $73M -> $81M (+11.3%, 2024-11-30 to 2025-11-30)
askebsa.dol.gov
Dec 1, 2024Funded status changed
Local Union 903 I.B.E.W. Pension Plan funded ratio 121.7% -> 142.5% (2023-12-01 to 2024-12-01)
askebsa.dol.gov
Dec 1, 2024Assets changed
Local Union 903 I.B.E.W. Pension Plan plan assets $51M -> $62M (+20.4%, 2023-12-01 to 2024-12-01)
askebsa.dol.gov
Nov 30, 2024Assets changed
Local Union 903 I.B.E.W. Pension Plan total assets $60M -> $73M (+22.0%, 2023-11-30 to 2024-11-30)
askebsa.dol.gov
Dec 31, 2023Manager relationship started
Intercontinental Real Estate Corp appears on Local Union 903 I.B.E.W. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Intercontinental Real Estate Corp.askebsa.dol.gov

+1 more dated event

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

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

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

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Nov 30, 2025	Ibew-Neca Equity Index Fundcollective trust	Chevy Chase Trust Company	Public equity	$11.6M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2025	Longview Midcap 400 Index Fundcollective trust	Amalgamated Bank of New York	Pooled vehicles	$3.0M held	Disclosed holding	askebsa.dol.gov
as of Nov 30, 2024	Ibew-Neca Equity Index Fundcollective trust	Chevy Chase Trust Company	Public equity	$10.1M held	Disclosed holding	askebsa.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

$81.0M Nov 30, 2025 reported Form 5500

$72.8M (2024-11) · $59.7M (2023-11)

Plan assets

$62.0M Dec 1, 2024 reported Form 5500

$51.5M (2023-12) · $48.1M (2022-12)

Net assets

$81.0M Nov 30, 2025 reported Form 5500

$72.8M (2024-11) · $59.7M (2023-11)

Funded ratio

142.5% Dec 1, 2024 reported Form 5500

121.7% (2023-12) · 118.1% (2022-12)

Participants

975 Dec 1, 2024 reported Form 5500

976 (2023-12) · 953 (2022-12)

Contributions

$4.2M Nov 30, 2025 reported Form 5500

$3.6M (2024-11) · $3.5M (2023-11)

Benefits paid

$3.2M Nov 30, 2025 reported Form 5500

$2.6M (2024-11) · $2.9M (2023-11)

Net investment income

$8.2M Nov 30, 2025 reported Form 5500

$13.1M (2024-11) · $4.0M (2023-11)

Investment management fees

$338,775 Nov 30, 2025 reported Form 5500

$331,594 (2024-11) · $237,065 (2023-11)

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 Nov 30, 2025	975	Not disclosed	Not disclosed	n/a	$81.0M	$11.7M	Not disclosed	Not disclosed
2023 to Nov 30, 2024	976	Not disclosed	Not disclosed	n/a	$72.8M	$11.6M	Not disclosed	Not disclosed
2022 to Nov 30, 2023	953	Not disclosed	Not disclosed	n/a	$59.7M	$11.8M	Not disclosed	Not disclosed

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

Highland Capital Management LLC codes 28 $157,586 PY2024
Intercontinental Real Estate Corp codes 28 $79,754 PY2024
Gulf States Consultants & Admin Inc codes 13 $78,600 PY2024

+30 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 646151461-001

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

6 dated events on the change ledger, latest first

Funded status changed
2023-12-01source
Funded status changed
2024-12-01source
Manager relationship started
2023-12-31source

+3 more changes on this record's ledger

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

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

+9 connections on the graph

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