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.
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Taft-Hartley plan
C••••• M••••• P•••••• F••• o• L•••• N•• 1••
Taft-Hartley planLansing, MI
Assets
$46.6M
Total assets, Dec 31, 2024 reported
Funded
134.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: B•••• o• T••••••• f•• C••••• M•••••
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 2.0%
- Partnership/joint venture interests 8.8%
- Common/collective trusts 88.8%
Consultants and advisers
5 firms
- C••••••••• P•••••••• L•• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F••••• • F••••• Actuarythrough Dec 31, 2024 Form 5500
- F••••• • F••••• Actuarythrough Dec 31, 2022 Form 5500
- J••••••• C•••• B•••• N••• Discretionary trusteethrough Dec 31, 2022 Form 5500
- F••••• • F•••••• I•• Actuarythrough Dec 31, 2022 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 Dec 31, 2024 | J• M••••• D••••••••• P••• F•••collective trust | JP M••••• C•••• B•••, Na | Hedge / diversifiers | $41.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | J• M••••• D••••••••• P••• F•••collective trust | JP M••••• C•••• B•••, Na | Hedge / diversifiers | $37.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | J• M••••• D••••••••• P••• F•••collective trust | JP M••••• C•••• B•••, Na | Hedge / diversifiers | $37.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Investment management fees
$278,864 (2023-12) · $244,600 (2022-12)
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 Dec 31, 2024 | 205 | n/a | n/a | n/a | $46.6M | $4.1M | n/a | n/a |
| 2023 to Dec 31, 2023 | 206 | n/a | n/a | n/a | $42.6M | $3.7M | n/a | n/a |
| 2022 to Dec 31, 2022 | 191 | n/a | n/a | n/a | $38.0M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- JP M••••• C•••• B•••, Na codes 24 27 28 50 51 $250,987 PY2024
- Captrust Financial Partners LLC codes 27 $27,500 PY2024
- F••••• • F••••• codes 11 $23,000 PY2024
- TIC Midwest codes 10 13 14 $20,654 PY2024
- Legacy Professionals LLP codes 10 $20,112 PY2024
- TIC International Corp codes 10 13 14 36 $11,011 PY2024
- Asher, Gittler, & D'Alba Ltd codes 29 $10,027 PY2024
- Richard J. Wolf & Company codes 15 $6,600 PY2024
- J• M••••• D••••••••• P••• F••• Sched. D C $41.4M PY2024
- F••••• • F•••••• I•• codes 11 PY2024
- JP M••••• C•••• B•••, Na codes 24 27 28 50 51 $225,787 PY2023
- TIC International Corp codes 10 13 14 36 $31,427 PY2023
- Captrust Financial Partners LLC codes 27 $27,500 PY2023
- Asher, Gittler, & D'Alba Ltd codes 29 $25,762 PY2023
- F••••• • F••••• codes 11 $19,500 PY2023
- Legacy Professionals codes 10 $19,500 PY2023
- J• M••••• D••••••••• P••• F••• Sched. D C $37.7M PY2023
- F••••• • F•••••• I•• codes 11 PY2023
- JP M••••• C•••• B•••, Na codes 24 27 28 50 51 $243,100 PY2022
- TIC International Corp codes 10 14 $30,000 PY2022
- Captrust Finanical Partners LLC codes 27 $27,500 PY2022
- Asher, Gittler, & D'Alba Ltd codes 29 $24,408 PY2022
- F••••• • F••••• codes 11 $16,000 PY2022
- Bansley and Kiener LLP codes 10 $14,000 PY2022
- BMO Harris B••• Na codes 50 62 65 $2,453 PY2022
- J• M••••• D••••••••• P••• F••• Sched. D C $37.3M PY2022
- F••••• • F•••••• I•• codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedC••••• M••••• P•••••• F••• o• L•••• N•• 1•• funded ratio 127.6% -> 134.4% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedC••••• M••••• P•••••• F••• o• L•••• N•• 1•• plan assets $38M -> $42M (+12.1%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedC••••• M••••• P•••••• F••• o• L•••• N•• 1•• total assets $38M -> $43M (+12.0%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Assets changedC••••• M••••• P•••••• F••• o• L•••• N•• 1•• plan assets $44M -> $38M (-14.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 356296477-001
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.