2 more advisers, 2 more managers, 9 more commitments and 1 more dated event

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Local Union No. 124 I. B. E. W. Pension Trust Fund

Taft-Hartley plan· Kansas City, Missouri

Taft-Hartley plan, based in Kansas City, Missouri, reporting $384M in assets, for 4,149 participants.

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

Assets
$384M
Funded ratio
110.2%
Fund commitments
5
Managers
6
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Commitments (5)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 Aug 2025, Local Union No. 124 I. B. E. W. Pension Trust Fund first reports an interest in Loomis Sayles Core Plus Fxd Inc Fnd (Loomis Sayles): $16M at 2025-08-31.

Capital path

who backs this record, through what, into what; each name opens its own path
Local Union No. 124 I. B. E. W. Pension Trust Fund
Funds committed to
All 5
Managers
All 5
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$384M
Total assets, Aug 31, 2025 reported
Funded
110.2%
Sep 1, 2024
Private markets target
no policy read
policy Aug 31, 2025
Commitments
5
6 managers on Schedule C
Plan sponsor: Ibew Local Union No. 124 Pension Trust Fund
Allocation policy
Form 5500, as of Aug 31, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 12.0%
  • Corporate debt instruments (other) 4.1%
  • U.S. Government securities 1.9%
  • Other investments 0.0%
  • Partnership/joint venture interests 13.5%
  • Common/collective trusts 44.0%
  • Registered investment companies 13.4%
  • Common stock 10.2%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
5 managers on the commitment tape
From the plan’s own commitment disclosures

+2 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)

+10 more Schedule C managers

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What changed
6 events
  • Aug 31, 2025Holding started
    Local Union No. 124 I. B. E. W. Pension Trust Fund first reports an interest in Loomis Sayles Core Plus Fxd Inc Fnd (Loomis Sayles): $16M at 2025-08-31
    with Loomis Saylesaskebsa.dol.gov
  • Aug 31, 2025Holding endedinference
    Local Union No. 124 I. B. E. W. Pension Trust Fund no longer reports AB Taft-Hartley Int Value (last held $117 at 2024-08-31; absent from the 2025-08-31 filing)
    with AB Taft-Hartley Int Valueaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Loomis, Sayles & Co, LP appears on Local Union No. 124 I. B. E. W. Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Partners Group appears on Local Union No. 124 I. B. E. W. Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Partners Groupaskebsa.dol.gov
  • Sep 1, 2024Assets changed
    Local Union No. 124 I. B. E. W. Pension Trust Fund plan assets $314M -> $352M (+12.1%, 2023-09-01 to 2024-09-01)
    askebsa.dol.gov

+1 more dated event

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
12 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Aug 31, 2025Ibew-Neca Equity Index Fundcollective trustChevy Chase Trust CompanyPublic equity$87.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Harding Loevner Int'l Equity Fundcollective trustHarding Loevner LPPublic equity$32.7M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$20.4M heldDisclosed holdingaskebsa.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
$384M Aug 31, 2025 reported Form 5500
$353M (2024-08) · $315M (2023-08)
Plan assets
$352M Sep 1, 2024 reported Form 5500
$314M (2023-09) · $301M (2022-09)
Net assets
$382M Aug 31, 2025 reported Form 5500
$352M (2024-08) · $314M (2023-08)
Funded ratio
110.2% Sep 1, 2024 reported Form 5500
109.8% (2023-09) · 110.3% (2022-09)
Participants
4,149 Sep 1, 2024 reported Form 5500
3,976 (2023-09) · 3,840 (2022-09)
Contributions
$20.2M Aug 31, 2025 reported Form 5500
$16.9M (2024-08) · $14.7M (2023-08)
Benefits paid
$19.9M Aug 31, 2025 reported Form 5500
$18.8M (2024-08) · $18.0M (2023-08)
Net investment income
$30.0M Aug 31, 2025 reported Form 5500
$38.1M (2024-08) · $12.8M (2023-08)
Investment management fees
$1.6M Aug 31, 2025 reported Form 5500
$1.2M (2024-08) · $1.1M (2023-08)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Aug 31, 20254,149Not disclosedNot disclosedn/a$384M$51.7MNot disclosedNot disclosed
2023 to Aug 31, 20243,976Not disclosedNot disclosedn/a$353M$46.2MNot disclosedNot disclosed
2022 to Aug 31, 20233,840Not disclosedNot disclosedn/a$315M$49.2MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+68 more service providers

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Provenance
Identifiers: EIN-PN 430817626-001
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 Union No. 124 I. B. E. W. Pension Trust Fund sits on 9 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a managerAllocator to credit manager to facility to borrower

DFX traced 9 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

6 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2025-08-31source
  • Holding in a pooled vehicle ended
    2025-08-31source
  • Manager relationship started
    2024-12-31source

+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

+19 connections on the graph

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