DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Semco Energy, Inc. Non-Union Employees' Retirement Plan
Corporate pensionPort Huron, MI
Assets
$152M
Total assets, Dec 31, 2024 reported
Funded
106.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Semco Energy, Inc.
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 0.1%
- Registered investment companies 99.9%
Consultants and advisers
5 firms
- Aon Pension consultantthrough Dec 31, 2024 Form 5500
- Schwartz & Co. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Towers Watson Investment Services, Actuarythrough Dec 31, 2024 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
32 readings
Investment management fees
$63,785 (2023-12) · $66,921 (2022-12)
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 Dec 31, 2024 | 455 | $110M | $95.5M | 106.1% | $152M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 584 | $127M | $117M | 110.0% | $143M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 597 | $157M | $109M | 122.5% | $159M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- AON Consulting, Inc. codes 13 15 17 64 70 $128,964 PY2024
- Schwartz & Co. codes 27 $60,723 PY2024
- Grant Thornton, LLP codes 10 $46,376 PY2024
- Towers Watson Investment Services codes 11 $45,000 PY2024
- Willis Towers Watson US LLC codes 11 $37,064 PY2024
- Willis Towers Watson US, LLC codes 11 16 $35,043 PY2024
- Comerica Bank codes 19 21 28 49 59 62 72 99 $33,800 PY2024
- BDO USA, P.C. codes 10 $4,601 PY2024
- Willis Towers Watson US LLC codes 11 PY2024
- Schwartz & Co. codes 27 $63,785 PY2023
- BDO USA, P.C. codes 10 $46,539 PY2023
- Comerica Bank codes 19 21 28 49 59 62 72 99 $36,604 PY2023
- Willis Towers Watson US LLC codes 11 $35,596 PY2023
- Willis Towers Watson US LLC codes 11 PY2023
- Schwartz & Co. codes 27 $66,921 PY2022
- Comerica Bank codes 19 21 28 49 59 62 72 99 $44,487 PY2022
- BDO USA, P.C. codes 10 $39,594 PY2022
- Willis Towers Watson US LLC codes 11 $28,661 PY2022
- Willis Towers Watson US LLC codes 11 PY2022
What changed
7 events
- Dec 31, 2024Consultant changedinferenceAON Consulting, Inc. appears on Semco Energy, Inc. Non-Union Employees' Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Aonaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceWillis Towers Watson US, LLC appears on Semco Energy, Inc. Non-Union Employees' Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Willis Towers Watson US LLCaskebsa.dol.gov
- Jan 1, 2024Funded status changedSemco Energy, Inc. Non-Union Employees' Retirement Plan funded ratio 110.0% -> 106.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSemco Energy, Inc. Non-Union Employees' Retirement Plan plan assets $127M -> $110M (-13.0%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSemco Energy, Inc. Non-Union Employees' Retirement Plan total assets $159M -> $143M (-10.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedSemco Energy, Inc. Non-Union Employees' Retirement Plan funded ratio 122.5% -> 110.0% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSemco Energy, Inc. Non-Union Employees' Retirement Plan plan assets $157M -> $127M (-19.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382144267-010
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 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.