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

Upper Peninsula Power Company Retirement Plan

Corporate pensionMarquette, MI
Assets
$87.3M
Total assets, Dec 31, 2024 reported
Funded
112.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
15
none on the tape
Plan sponsor: Upper Peninsula Power Company
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.8%
  • Common/collective trusts 98.2%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)
Commitments
15 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Long US Credit Indx Nl Fundcollective trustState Street - Russell 2000Private credit$10.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Msci Acwi Index Nl Fundcollective trustState Street Gbl EquityPooled vehicles$25.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$11.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$34.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ssga/tuckerman Global Real Estatecollective trustState Street Bank and TrustReal estate$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Long US Credit Indx Nl Fundcollective trustState Street - Russell 2000Private credit$10.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Msci Acwi Index Nl Fundcollective trustState Street Gbl EquityPooled vehicles$27.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$11.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$36.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ssga/tuckerman Global Real Estatecollective trustState Street Bank and TrustReal estate$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Long US Credit Indx Nl Fundcollective trustState Street - Russell 2000Private credit$10.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Msci Acwi Index Nl Fundcollective trustState Street Gbl EquityPooled vehicles$26.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga Intermed U.S. Govt Bond Indxcollective trustState Street - Russell 2000Fixed income$11.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022State St Lng US Govt Bd Ind Nl Fundcollective trustState Street - Russell 2000Pooled vehicles$35.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ssga/tuckerman Global Real Estatecollective trustState Street Bank and TrustReal estate$4.5M heldDisclosed holdingaskebsa.dol.gov
Size and funding
33 readings
Total assets
$87.3M Dec 31, 2024 reported Form 5500
$91.8M (2023-12) · $90.9M (2022-12)
Plan assets
$90.4M Jan 1, 2024 reported Form 5500
$89.6M (2023-01) · $123M (2022-01)
Net assets
$87.3M Dec 31, 2024 reported Form 5500
$91.7M (2023-12) · $90.8M (2022-12)
Funded ratio
112.6% Jan 1, 2024 reported Form 5500
110.2% (2023-01) · 134.8% (2022-01)
Funding target
$78.7M Jan 1, 2024 reported Form 5500
$81.3M (2023-01) · $81.1M (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.22% (2023-01) · 5.38% (2022-01)
Participants
556 Jan 1, 2024 reported Form 5500
570 (2023-01) · 583 (2022-01)
Contributions
$133,325 Dec 31, 2024 reported Form 5500
$122,240 (2023-12) · $143,785 (2022-12)
Benefits paid
$6.2M Dec 31, 2024 reported Form 5500
$7.3M (2023-12) · $6.3M (2022-12)
Net investment income
$-4.5M Dec 31, 2024 reported Form 5500
$889,493 (2023-12) · $-34.4M (2022-12)
Investment management fees
$266,225 Dec 31, 2024 reported Form 5500
$231,840 (2023-12) · $293,015 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 2024556$90.4M$78.7M112.6%$87.3Mn/an/an/a
2023 to Dec 31, 2023570$89.6M$81.3M110.2%$91.8Mn/an/an/a
2022 to Dec 31, 2022583$123M$81.1M134.8%$90.9Mn/an/an/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
3 events
  • Jan 1, 2024Funded status changed
    Upper Peninsula Power Company Retirement Plan funded ratio 110.2% -> 112.6% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Upper Peninsula Power Company Retirement Plan funded ratio 134.8% -> 110.2% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Upper Peninsula Power Company Retirement Plan plan assets $123M -> $90M (-27.4%, 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 381280574-003
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.