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
Flint Plumb & Pipe Pension Fun
Taft-Hartley planLansing, MI
Assets
$117M
Total assets, Jul 31, 2025 reported
Funded
106.0%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
9
none on the tape
Plan sponsor: Trustees Flint Plumbing Pension Fun
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.4%
- Non-interest-bearing cash 0.7%
- Partnership/joint venture interests 21.2%
- Common/collective trusts 3.7%
- Registered investment companies 73.0%
Consultants and advisers
4 firms
- Strategic Capital Inv Advisors General consultantthrough Jul 31, 2023 Form 5500
- Kathryn a. Garrity, Fsa, Ea, Maaa Actuarythrough Jul 31, 2024 Form 5500
- Comerica Bank Custodianthrough Jul 31, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- NEW Tower Trust Company3 rows, latest Jul 31, 2025
From Schedule C (investment management, code 28)
- National Investment Servicesplan years 2023
Commitments
9 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 Jul 31, 2025 | Short Term Investment Fundcollective trust | Comerica, Inc. | Cash | $512,095 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | New Tower Trust Company Multi-Emplocollective trust | NEW Tower Trust Company | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2025 | Afl-Cio Building Investment Trustcollective trust | PNC National Bank Association | Pooled vehicles | $647,764 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Short Term Investment Fundcollective trust | Comerica, Inc. | Cash | $5.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | New Tower Trust Company Multi-Emplocollective trust | NEW Tower Trust Company | Pooled vehicles | $1.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Afl-Cio Building Investment Trustcollective trust | PNC National Bank Association | Pooled vehicles | $623,600 held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Short Term Investment Fundcollective trust | Comerica, Inc. | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | New Tower Trust Company Multi-Emplocollective trust | NEW Tower Trust Company | Pooled vehicles | $1.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Afl-Cio Building Investment Trustcollective trust | PNC National Bank Association | Pooled vehicles | $669,800 held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$114,164 (2024-07) · $128,888 (2023-07)
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 Jul 31, 2025 | 891 | n/a | n/a | n/a | $117M | $24.8M | n/a | n/a |
| 2023 to Jul 31, 2024 | 841 | n/a | n/a | n/a | $103M | $27.3M | n/a | n/a |
| 2022 to Jul 31, 2023 | 750 | n/a | n/a | n/a | $89.1M | $21.2M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- TIC Midwest codes 10 12 13 36 38 49 50 $69,926 PY2024
- Stategic Capital Advisors codes 16 27 50 $66,192 PY2024
- National Investment Services codes 28 50 $58,955 PY2024
- Comerica Bank codes 19 50 $42,764 PY2024
- Asher Kelly codes 29 50 $21,576 PY2024
- Untied Actuarial Services codes 11 50 $19,750 PY2024
- Wrubel Wesley & Co CPAS codes 10 50 $13,350 PY2024
- Fifth Third Bank codes 36 49 50 $13,176 PY2024
- United States Postal Service codes 49 50 $5,464 PY2024
- NEW Tower Trust Company Multi-Emplo Sched. D C $1.5M PY2024
- Comerica Short Term Investment Fund Sched. D C $512,095 PY2024
- Afl-Cio Building Investment Trust Sched. D C $647,764 PY2024
- United Actuarial Services, Inc codes 11 PY2024
- Stategic Capital Advisors codes 16 27 50 $65,663 PY2023
- National Investment Services codes 28 50 $48,501 PY2023
- TIC International Midwest codes 10 12 13 36 38 49 50 $44,511 PY2023
- Comerica Bank codes 19 50 $31,209 PY2023
- United Actuarial Services codes 11 50 $25,150 PY2023
- Asher Kelly codes 29 50 $23,032 PY2023
- Trade Solutions codes 36 49 50 $15,671 PY2023
- Wrubel Wesley and Company C.p.a.'s codes 10 50 $13,350 PY2023
- Fifth Third Bank codes 36 49 50 $10,778 PY2023
- New Tower Trust Company Multi-Emplo Sched. D C $1.5M PY2023
- Comerica Short Term Investment Fund Sched. D C $5.1M PY2023
- Afl-Cio Building Investment Trust Sched. D C $623,600 PY2023
- Kathryn a. Garrity, Fsa, Ea, Maaa codes 11 PY2023
- Stategic Capital Advisors codes 16 27 50 $64,847 PY2022
- Asher Kelly codes 29 50 $39,568 PY2022
- National Investment Services codes 28 50 $39,568 PY2022
- TIC International codes 10 12 13 36 38 49 50 $33,669 PY2022
- Comerica Bank codes 19 50 $28,085 PY2022
- Untied Actuarial Services codes 11 50 $27,800 PY2022
- Fifth Third Bank codes 36 49 50 $14,979 PY2022
- Wrubel Wesley and Company C.p.a.'s codes 10 50 $12,250 PY2022
- Afl-Cio Building Investment Trust Sched. D C $669,800 PY2022
- Comerica Short Term Investment Fund Sched. D C $1.1M PY2022
- New Tower Trust Company Multi-Emplo Sched. D C $1.8M PY2022
- United Actuarial Services, Inc codes 11 PY2022
What changed
5 events
- Jul 31, 2025Assets changedFlint Plumb & Pipe Pension Fun total assets $103M -> $117M (+12.9%, 2024-07-31 to 2025-07-31)
- Aug 1, 2024Funded status changedFlint Plumb & Pipe Pension Fun funded ratio 97.3% -> 106.0% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedFlint Plumb & Pipe Pension Fun plan assets $89M -> $103M (+16.1%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedFlint Plumb & Pipe Pension Fun total assets $89M -> $103M (+16.0%, 2023-07-31 to 2024-07-31)
- Aug 1, 2023Funded status changedFlint Plumb & Pipe Pension Fun funded ratio 93.3% -> 97.3% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 386254230-001
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.