Society of Manufacturing Engineers Pension Plan & Trust
Corporate pension, based in Southfield, Michigan, reporting $13.5M in assets, for 101 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: Aug 1, 2024, Society of Manufacturing Engineers Pension Plan & Trust funded ratio 102.7% -> 113.5% (2023-08-01 to 2024-08-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Blackrock Broad Market Bond Fund3 commitments
- Metropolitan Life Insurance Company3 commitments
Relationship network
16 connected entities3 observed commitments2 repeat counterpartiescommitments 2023 to 2025
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
- Insurance company general account 5.5%
- Pooled separate accounts 94.5%
Consultants and advisers
- Nyhart Actuarythrough Jul 31, 2024 Form 5500
- Ascensus Actuarythrough Jul 31, 2023 Form 5500
- Futureplan Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- Metropolitan Life Insurance Company3 rows, latest Jul 31, 2025
- Metropolitan Life Insurance Companyplan years 2023
What changed
- Aug 1, 2024Funded status changedSociety of Manufacturing Engineers Pension Plan & Trust funded ratio 102.7% -> 113.5% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedSociety of Manufacturing Engineers Pension Plan & Trust plan assets $13M -> $14M (+11.2%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedSociety of Manufacturing Engineers Pension Plan & Trust total assets $13M -> $14M (+11.2%, 2023-07-31 to 2024-07-31)
- Dec 31, 2023Consultant changedinferenceAscensus LLC no longer appears on Society of Manufacturing Engineers Pension Plan & Trust's Schedule C as pension consultant (plan year 2023 vs 2022)with Ascensusaskebsa.dol.gov
- Aug 1, 2023Funded status changedSociety of Manufacturing Engineers Pension Plan & Trust funded ratio 95.9% -> 102.7% (2022-08-01 to 2023-08-01)
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov |
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 Jul 31, 2025 | 101 | $14.3M | $12.6M | 113.5% | $13.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 108 | $12.9M | $12.5M | 102.7% | $14.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 111 | $12.0M | $12.5M | 95.9% | $12.9M | Not disclosed | Not disclosed | Not disclosed |
- Metropolitan Life Insurance Company codes 12 13 28 $49,046 PY2024
- Ascensus, LLC codes 11 50 $29,827 PY2024
- SA 237 Sched. D P $20,679 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Funded status changed2024-08-01source on record
- Total assets changed2024-08-01source on record
- Total assets changed2024-07-31source on record
+2 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
+5 connections on the graph
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