IBEW Local Union No. 237 Annuity Plan Overview

  • Type
  • Union Pension Fund
  • Founded
  • 1990
Founded
  • Professionals
  • 1
Professionals
  • AUM
  • 0000

IBEW Local Union No. 237 Annuity Plan General Information

Description

IBEW Local Union No. 237 Annuity Plan is a multi-employer defined contribution union pension fund based in Niagara Falls, New York. Established in 1990 as a result of collective bargaining agreement between IBEW local union and various employers association to provide pension and disability benefits to the eligible members associated with the union. The assets of the plan are managed by the board of trustees.

Contact Information

Website
Year Founded
1990
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Union Pension Fund
Primary Contact
0000000 00000000
Title
Plan Administrator & Plan Sponsor
Phone
+0 (000) 000-0000
Primary Office
  • PO Box 120
  • Niagara Falls, NY 14304
  • United States
+1 (716) 000-0000
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IBEW Local Union No. 237 Annuity Plan Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

IBEW Local Union No. 237 Annuity Plan Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

IBEW Local Union No. 237 Annuity Plan Team (3)

Name Title Office
Jessica Westphal Plan Administrator & Plan Sponsor Niagara Falls, NY
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