This allocator's name and 2 more advisers

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Taft-Hartley plan in Michigan

Taft-Hartley plan· Troy, Michigan

Taft-Hartley plan, based in Troy, Michigan, reporting $301M in assets, for 2,128 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$301M
Funded ratio
93.8%
Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 May 2023, Funded status changed.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$301M
Total assets, Apr 30, 2025 reported
Funded
93.8%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
0
none on the tape
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Non-interest-bearing cash 0.3%
  • Partnership/joint venture interests 2.6%
  • Registered investment companies 95.6%
Consultants and advisers
5 firms

+2 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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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.
What changed
1 event
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
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
30 readings
Total assets
$301M Apr 30, 2025 reported Form 5500
$277M (2024-04) · $252M (2023-04)
Plan assets
$277M May 1, 2024 reported Form 5500
$252M (2023-05) · $256M (2022-05)
Net assets
$301M Apr 30, 2025 reported Form 5500
$277M (2024-04) · $252M (2023-04)
Funded ratio
93.8% May 1, 2024 reported Form 5500
92.1% (2023-05) · 88.7% (2022-05)
Participants
2,128 May 1, 2024 reported Form 5500
2,082 (2023-05) · 2,127 (2022-05)
Contributions
$16.3M Apr 30, 2025 reported Form 5500
$16.6M (2024-04) · $15.1M (2023-04)
Benefits paid
$19.6M Apr 30, 2025 reported Form 5500
$18.8M (2024-04) · $18.3M (2023-04)
Net investment income
$24.0M Apr 30, 2025 reported Form 5500
$24.8M (2024-04) · -$4.5M (2023-04)
Investment management fees
$326,565 Apr 30, 2025 reported Form 5500
$246,126 (2024-04) · $279,688 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 20252,128Not disclosedNot disclosedn/a$301M$7.7MNot disclosedNot disclosed
2023 to Apr 30, 20242,082Not disclosedNot disclosedn/a$277M$5.5MNot disclosedNot disclosed
2022 to Apr 30, 20232,127Not disclosedNot disclosedn/a$252M$5.9MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+20 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
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.

Not yet on record: fund commitments, managers.

Record history

1 dated event on the change ledger, latest first
  • Funded status changed
    2023-05-01source

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

+6 connections on the graph

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