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.
Taft-Hartley plan
Intl Brotherhood of Elec Work. Loc 58 Sound & Communications
Taft-Hartley planMadison Heights, MI
Assets
$82.9M
Total assets, Jan 31, 2025 reported
Funded
102.4%
Feb 1, 2024
Private markets target
n/a
policy Jan 31, 2025
Commitments
3
none on the tape
Plan sponsor: Board of Trustees Intl Brotherhood Elec Workers Sound & Comm Div Ret
Allocation policy
Form 5500, as of Jan 31, 2025
Actual allocation lines without a target (as filed)
- Non-interest-bearing cash 1.0%
- Other investments 5.2%
- Partnership/joint venture interests 20.0%
- Common/collective trusts 3.0%
- Registered investment companies 69.1%
Consultants and advisers
3 firms
- Morgan Stanley Investment adviser (plan)through Jan 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jan 31, 2023 Form 5500
- Comerica Bank Custodianthrough Jan 31, 2023 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
3 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 Jan 31, 2025 | Short Term Investment Fundcollective trust | Comerica Inc | Cash | $2.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2024 | Short Term Investment Fundcollective trust | Comerica Inc | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Jan 31, 2023 | Short Term Investment Fundcollective trust | Comerica Inc | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$5,000 (2024-01) · $25,359 (2023-01)
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 Jan 31, 2025 | 1,814 | n/a | n/a | n/a | $82.9M | $16.6M | n/a | n/a |
| 2023 to Jan 31, 2024 | 1,629 | n/a | n/a | n/a | $70.3M | $16.9M | n/a | n/a |
| 2022 to Jan 31, 2023 | 1,610 | n/a | n/a | n/a | $63.0M | $17.5M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- E Craig Young codes 30 50 $52,068 PY2024
- Denise Gipson codes 30 50 $44,498 PY2024
- Mcclain Smith & Wenz PC codes 10 50 $39,173 PY2024
- United Actuarial Services Inc. codes 11 50 $23,000 PY2024
- Comerica Bank codes 19 49 50 59 62 72 $20,943 PY2024
- Watkins Pawlick Calati & Prifti, PC codes 29 50 $10,407 PY2024
- Solxsys Administrative Solutions codes 15 50 $6,893 PY2024
- Morgan Stanley codes 27 50 $5,000 PY2024
- Short Term Investment Fund Sched. D C $2.5M PY2024
- United Actuarial Services, Inc. codes 11 PY2024
- Sarah Padgett codes 30 50 $56,950 PY2023
- E Craig Young codes 30 50 $47,308 PY2023
- Mcclain Smith & Wenz PC codes 10 50 $26,521 PY2023
- United Actuarial Services Inc. codes 11 50 $22,500 PY2023
- Comerica Bank codes 19 49 50 59 62 72 $22,364 PY2023
- Benesys Inc codes 15 50 $11,628 PY2023
- Watkins Pawlick Calati & Prifti, PC codes 29 50 $8,198 PY2023
- Auxiom codes 15 50 $7,434 PY2023
- Solxsys Administrative Solutions codes 15 50 $6,756 PY2023
- Morgan Stanley codes 27 50 $5,000 PY2023
- Short Term Investment Fund Sched. D C $1.3M PY2023
- United Actuarial Services, Inc. codes 11 PY2023
- Sarah Padgett codes 30 50 $40,661 PY2022
- E Craig Young codes 30 50 $38,363 PY2022
- United Actuarial Services Inc. codes 11 50 $22,000 PY2022
- Mcclain Smith & Wenz PC codes 10 50 $20,732 PY2022
- Comerica Bank codes 19 49 50 59 62 72 $20,359 PY2022
- Benesys Inc codes 15 50 $13,661 PY2022
- Watkins Pawlick Calati & Prifti, PC codes 29 50 $9,877 PY2022
- Morgan Stanley codes 27 50 $5,000 PY2022
- Short Term Investment Fund Sched. D C $1.1M PY2022
- United Actuarial Services, Inc. codes 11 PY2022
What changed
5 events
- Jan 31, 2025Assets changedIntl Brotherhood of Elec Work. Loc 58 Sound & Communications total assets $70M -> $83M (+17.9%, 2024-01-31 to 2025-01-31)
- Feb 1, 2024Funded status changedIntl Brotherhood of Elec Work. Loc 58 Sound & Communications funded ratio 111.3% -> 102.4% (2023-02-01 to 2024-02-01)
- Feb 1, 2024Assets changedIntl Brotherhood of Elec Work. Loc 58 Sound & Communications plan assets $63M -> $70M (+11.6%, 2023-02-01 to 2024-02-01)
- Jan 31, 2024Assets changedIntl Brotherhood of Elec Work. Loc 58 Sound & Communications total assets $63M -> $70M (+11.5%, 2023-01-31 to 2024-01-31)
- Feb 1, 2023Funded status changedIntl Brotherhood of Elec Work. Loc 58 Sound & Communications funded ratio 106.2% -> 111.3% (2022-02-01 to 2023-02-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386233909-002
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.