This allocator's name and 5 more dated events

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Taft-Hartley plan in Michigan

Taft-Hartley plan· Troy, Michigan

Taft-Hartley plan, based in Troy, Michigan, reporting $65.6M in assets, for 607 participants.

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

Assets
$65.6M
Funded ratio
84.9%
Fund commitments
1
Managers
4
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Commitments (1)Allocation policyManagers
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: 31 Dec 2024, Manager relationship started.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Michigan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$65.6M
Total assets, Apr 30, 2025 reported
Funded
84.9%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
1
4 managers on Schedule C
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 1.6%
  • Non-interest-bearing cash 2.4%
  • Corporate debt instruments (other) 11.6%
  • U.S. Government securities 13.4%
  • Partnership/joint venture interests 9.2%
  • Common/collective trusts 6.1%
  • Registered investment companies 23.3%
  • Common stock 31.3%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+9 more Schedule C managers

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

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What changed
10 events

+5 more dated events

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

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Ibew-Neca Equity Index Fundcollective trustABS Allegiance Real EstatePublic equity$4.0M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Ibew-Neca Equity Index Fundcollective trustABS Allegiance Real EstatePublic equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Ibew-Neca Equity Index Fundcollective trustABS Allegiance Real EstatePublic equity$6.0M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$65.6M Apr 30, 2025 reported Form 5500
$62.4M (2024-04) · $60.1M (2023-04)
Plan assets
$60.1M May 1, 2024 reported Form 5500
$57.5M (2023-05) · $59.6M (2022-05)
Net assets
$65.4M Apr 30, 2025 reported Form 5500
$62.2M (2024-04) · $60.0M (2023-04)
Funded ratio
84.9% May 1, 2024 reported Form 5500
83.4% (2023-05) · 83.2% (2022-05)
Participants
607 May 1, 2024 reported Form 5500
611 (2023-05) · 610 (2022-05)
Contributions
$4.8M Apr 30, 2025 reported Form 5500
$4.3M (2024-04) · $3.5M (2023-04)
Benefits paid
$5.6M Apr 30, 2025 reported Form 5500
$6.1M (2024-04) · $6.5M (2023-04)
Net investment income
$3.2M Apr 30, 2025 reported Form 5500
$2.2M (2024-04) · -$3.1M (2023-04)
Investment management fees
$284,841 Apr 30, 2025 reported Form 5500
$256,492 (2024-04) · $272,964 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025607Not disclosedNot disclosedn/a$65.6M$6.0MNot disclosedNot disclosed
2023 to Apr 30, 2024611Not disclosedNot disclosedn/a$62.4M$6.5MNot disclosedNot disclosed
2022 to Apr 30, 2023610Not disclosedNot disclosedn/a$60.1M$6.8MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+41 more service providers

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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 29, 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.

Record history

10 dated events on the change ledger, latest first
  • Manager relationship started
    2024-12-31source
  • Manager relationship ended
    2024-12-31source
  • Manager relationship started
    2024-12-31source

+7 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

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+16 connections on the graph

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