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. Union Employees' Retirement Plan

Corporate pensionPort Huron, MI
Assets
$82.0M
Total assets, Dec 31, 2024 reported
Funded
102.3%
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
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
Total assets
$82.0M Dec 31, 2024 reported Form 5500
$76.9M (2023-12) · $69.9M (2022-12)
Plan assets
$60.0M Jan 1, 2024 reported Form 5500
$55.1M (2023-01) · $69.0M (2022-01)
Net assets
$81.7M Dec 31, 2024 reported Form 5500
$76.5M (2023-12) · $69.8M (2022-12)
Funded ratio
102.3% Jan 1, 2024 reported Form 5500
104.0% (2023-01) · 115.2% (2022-01)
Funding target
$53.8M Jan 1, 2024 reported Form 5500
$52.8M (2023-01) · $50.4M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.29% (2023-01) · 5.46% (2022-01)
Participants
243 Jan 1, 2024 reported Form 5500
245 (2023-01) · 253 (2022-01)
Contributions
$90,557 Dec 31, 2024 reported Form 5500
$312,168 (2023-12)
Benefits paid
$3.2M Dec 31, 2024 reported Form 5500
$3.0M (2023-12) · $2.9M (2022-12)
Net investment income
$5.2M Dec 31, 2024 reported Form 5500
$6.7M (2023-12) · $-16.6M (2022-12)
Investment management fees
$32,726 Dec 31, 2024 reported Form 5500
$34,076 (2023-12) · $27,562 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024243$60.0M$53.8M102.3%$82.0Mn/an/an/a
2023 to Dec 31, 2023245$55.1M$52.8M104.0%$76.9Mn/an/an/a
2022 to Dec 31, 2022253$69.0M$50.4M115.2%$69.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Dec 31, 2024Consultant changedinference
    Willis Towers Watson US, LLC appears on Semco Energy, Inc. Union Employees' Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Willis Towers Watson US LLCaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    AON Consulting, Inc. appears on Semco Energy, Inc. Union Employees' Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Aonaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Semco Energy, Inc. Union Employees' Retirement Plan funded ratio 115.2% -> 104.0% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Semco Energy, Inc. Union Employees' Retirement Plan plan assets $69M -> $55M (-20.1%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 382144267-002
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.