Corporate pension in Michigan
Corporate pension, based in Livonia, Michigan, reporting $221M in assets, for 1,142 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Dec 31, 2024, Holding ended.
This allocator's name, 1 more adviser, 2 more managers, 31 more commitments and 7 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Treasury U.S. 20 Year Key Rate Dura3 commitments
- Russell 2000 Index Nonlendable Fund3 commitments
- Treasury US 10 Yr Key Rate Duration3 commitments
- Blackrock Institutional Trust Company, N.A.17 commitments
- Blackrock Institutional Trust9 commitments
- Blackrock4 commitments
Relationship network
42 connected entities34 observed commitments17 repeat counterparties30 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.7%
- Common/collective trusts 95.6%
Consultants and advisers
- Principal Trust Co. Directed trusteethrough Dec 31, 2022 Form 5500
- Wells Fargo Directed trusteethrough Dec 31, 2022 Form 5500
- Blackrock Institutional Trust Co,na Trusteethrough Dec 31, 2022 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
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People
Manager roster
- Blackrock Institutional Trust Company, N.A.17 rows, latest Dec 31, 2024
- Blackrock Institutional Trust9 rows, latest Dec 31, 2024
- Blackrock4 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
What changed
- Dec 31, 2024Holding endedinference
- Dec 31, 2024Holding started
- Jan 1, 2024Funded status changed4 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$24.6Maskebsa.dol.gov
- Dec 31, 2023Holding endedinference
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Acwi Ex-Us Superfundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $30.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Intermediate Govt Bond Index Fundcollective trust | Blackrock Institutional Trust Co,na | Fixed income | $19.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Treasury U.S. 20 Year Key Rate Duracollective trust | Blackrock | Fixed income | $360,349 held | Disclosed holding | askebsa.dol.gov |
+31 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
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,142 | $213M | $200M | 95.3% | $221M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 1,103 | $189M | $193M | 91.0% | $213M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 1,098 | $242M | $183M | 117.0% | $189M | Not disclosed | Not disclosed | Not disclosed |
- Willis Towers Watson, LLC codes 11 15 17 34 50 $885,029 PY2024
- Blackrock Institutional Trust Co codes 21 24 28 50 51 $283,567 PY2024
- Parker Brown Macaulay & Sheerin PC codes 29 50 $42,180 PY2024
+56 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle ended2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Funded status changed2024-01-01source on record
+9 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
+7 connections on the graph
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