Local 697 I.B.E.W. And Electrical Industry Pension Plan Overview

  • Type

  • Union Pension Fund

  • Founded

  • 1964

Founded
  • Professionals

  • 2

Professionals
  • AUM

  • 00000

  • Commitments

  • 1

Local 697 I.B.E.W. And Electrical Industry Pension Plan General Information

Description

Local 697 I.B.E.W. And Electrical Industry Pension Plan is a multi-employer defined benefit union pension fund based in Merrillville, Indiana. Established in 1964, as a result of a collective bargaining agreement between Local Union 697 I.B.E.W. and Northern Indiana Chapter National Electrical Contractors Association to provide retirement, disability, and death benefits for eligible participants. The assets of the pension fund are managed by the Board of Trustees.

Contact Information

Year Founded
1964
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Union Pension Fund
Primary Contact
00000 00000000
Title
Plan Administrator & Union Trustee
Phone
+0 (000) 000-0000
Primary Office
  • 7200 Mississippi Street
  • Suite 300
  • Merrillville, IN 46410
  • United States
+1 (219) 000-0000

Local 697 I.B.E.W. And Electrical Industry Pension Plan Commitments (1)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
0000000 000000 00000 00 New Vista Investment Group Chicago, IL 2005 0000 0000-00-00
To view Local 697 I.B.E.W. And Electrical Industry Pension Plan’s complete commitments history, request access »

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Local 697 I.B.E.W. And Electrical Industry Pension 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

Local 697 I.B.E.W. And Electrical Industry Pension 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

Local 697 I.B.E.W. And Electrical Industry Pension Plan Team (5)

Name Title Office
Joree Richards Plan Administrator & Union Trustee Merrillville, IN
Richard Anderson Jr. Employer Trustee Merrillville, IN
Edward Shikany Employer Trustee Merrillville, IN
You’re viewing 3 of 5 team members. Get the full list »

Local 697 I.B.E.W. And Electrical Industry Pension Plan Board Members (5)

Name Representing Role Since
Felipe Hernandez Local 697 I.B.E.W. And Electrical Industry Pension Plan Union Trustee 000 0000
Richard Anderson Jr. Local 697 I.B.E.W. And Electrical Industry Pension Plan Employer Trustee 000 0000
Thomas Corsiglia Local 697 I.B.E.W. And Electrical Industry Pension Plan Employer Trustee 000 0000
You’re viewing 3 of 5 board members. Get the full list »