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.
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Taft-Hartley plan
M••••••• U•••• P•••••••• I•••• B••••••••• o• E••• W•••••• P•••••• P•••
Taft-Hartley planMarquette, MI
Assets
$103M
Total assets, Dec 31, 2024 reported
Funded
123.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
6
none on the tape
Plan sponsor: M••••••• U•••• P•••••••• I•••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 1.9%
- Partnership/joint venture interests 6.9%
- Common/collective trusts 52.1%
- Registered investment companies 38.5%
Consultants and advisers
3 firms
- M•••••• •••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F•••• B••• Custodianthrough Dec 31, 2022 Form 5500
- U••••• A•••••••• S•••••••• I••• Actuarythrough 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
6 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | U• I•••••••• S••••• V•• P••••• F•collective trust | US Trust Company, Na | Pooled vehicles | $7.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | I•••••••• E••••• I•••• F•••collective trust | Chevy Chase | Public equity | $46.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | U• I•••••••• S••••• V•• P••••• F•collective trust | US Trust Company, Na | Pooled vehicles | $5.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | I•••••••• E••••• I•••• F•••collective trust | Chevy Chase | Public equity | $39.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | U• I•••••••• S••••• V•• P••••• F•collective trust | US Trust Company, Na | Pooled vehicles | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | I•••••••• E••••• I•••• F•••collective trust | Chevy Chase | Public equity | $32.6M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$40,500 (2023-12) · $270,806 (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 | 628 | n/a | n/a | n/a | $103M | $7.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 628 | n/a | n/a | n/a | $90.0M | $7.2M | n/a | n/a |
| 2022 to Dec 31, 2022 | 628 | n/a | n/a | n/a | $78.3M | $8.0M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- M••••••• U.P. I••• Pension P••• LLC codes 10 12 13 15 50 $162,000 PY2024
- Reinhart Boerner van Deuren S.C. codes 29 50 $52,166 PY2024
- F•••• B••• codes 19 51 $42,306 PY2024
- M•••••• Institutional codes 27 50 $40,000 PY2024
- United A•••••••• Servcies codes 11 50 $25,633 PY2024
- Benda, Grace, Stulz & Company, P.C. codes 10 50 $16,200 PY2024
- Anderson, Tackman & Company, Plc codes 10 50 $9,250 PY2024
- U• I•••••••• S••••• V•• P••••• F• Sched. D C $7.3M PY2024
- I•••••••• E••••• I•••• F••• Sched. D C $46.2M PY2024
- U••••• A•••••••• S•••••••• I••• codes 11 PY2024
- M••••••• U.P. I••• Pension P••• LLC codes 10 12 13 15 50 $133,078 PY2023
- Reinhart Boerner van Deuren S.C. codes 29 50 $64,832 PY2023
- Andco Consulting codes 27 50 $40,500 PY2023
- F•••• B••• codes 19 51 $29,864 PY2023
- United A•••••••• Servcies codes 11 50 $19,500 PY2023
- Benda, Grace, Stulz & Company, P.C. codes 10 50 $15,400 PY2023
- Anderson, Tackman & Company, Plc codes 10 50 $8,972 PY2023
- U• I•••••••• S••••• V•• P••••• F• Sched. D C $5.6M PY2023
- I•••••••• E••••• I•••• F••• Sched. D C $39.3M PY2023
- U••••• A•••••••• S•••••••• I••• codes 11 PY2023
- M••••••• U.P. I••• Pension P••• LLC codes 10 12 13 15 50 $127,640 PY2022
- Reinhart Boerner van Deuren S.C. codes 29 50 $42,870 PY2022
- F•••• B••• codes 19 51 $37,243 PY2022
- Andco Consulting codes 27 50 $37,000 PY2022
- United A•••••••• Servcies codes 11 50 $20,500 PY2022
- Benda, Grace, Stulz & Company, P.C. codes 10 50 $14,950 PY2022
- Anderson, Tackman & Company, Plc codes 10 50 $7,765 PY2022
- U• I•••••••• S••••• V•• P••••• F• Sched. D C $5.5M PY2022
- I•••••••• E••••• I•••• F••• Sched. D C $32.6M PY2022
- U••••• A•••••••• S•••••••• I••• codes 11 PY2022
What changed
5 events
- Dec 31, 2024Assets changedM••••••• U•••• P•••••••• I•••• B••••••••• o• E••• W•••••• P•••••• P••• total assets $90M -> $103M (+14.1%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedM••••••• U•••• P•••••••• I•••• B••••••••• o• E••• W•••••• P•••••• P••• funded ratio 119.6% -> 123.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedM••••••• U•••• P•••••••• I•••• B••••••••• o• E••• W•••••• P•••••• P••• plan assets $42M -> $48M (+14.7%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedM••••••• U•••• P•••••••• I•••• B••••••••• o• E••• W•••••• P•••••• P••• total assets $78M -> $90M (+15.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedM••••••• U•••• P•••••••• I•••• B••••••••• o• E••• W•••••• P•••••• P••• plan assets $48M -> $42M (-13.5%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 363020872-001
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.