This allocator's name, 3 more advisers, 1 more manager, 12 more commitments and 4 more dated events
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Troy, Michigan, reporting $206M in assets, for 1,166 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $206M
- Funded ratio
- 107.5%
- Fund commitments
- 5
- Managers
- 1
Nothing material in the last 90 days. Last change: 30 Jun 2025, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- NIS Core Fixed Income Fund, LLC3 commitments
- NIS High Yield Fund, LLC3 commitments
- NIS Total Absolute Return Fund, LLC3 commitments
- National Investment Services6 commitments
- Titanium3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.3%
- Non-interest-bearing cash 1.4%
- Other investments 0.4%
- Partnership/joint venture interests 1.7%
- Common/collective trusts 15.5%
- Registered investment companies 76.4%
- Common stock 3.3%
- National Investment Services Custodianthrough Jun 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Jun 30, 2023 Form 5500
- Morgan Stanley Smith Barney, LLC Custodianthrough Jun 30, 2023 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- National Investment Services6 rows, latest Jun 30, 2025
- Titanium3 rows, latest Jun 30, 2025
- NEW Tower Trust Company3 rows, latest Jun 30, 2025
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- National Investment Servicesplan years
- Jun 30, 2025Assets changed$24.4Maskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Jul 1, 2024Funded status changed7 pointsaskebsa.dol.gov
- Jul 1, 2024Assets changed$22.0Maskebsa.dol.gov
- Jun 30, 2024Assets changed$22.0Maskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | NIS Core Fixed Income Fund, LLCcollective trust | National Investment Services | Fixed income | $16.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS High Yield Fund, LLCcollective trust | National Investment Services | Fixed income | $677,390 held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NIS Total Absolute Return Fund, LLCcollective trust | Titanium | Hedge / diversifiers | $1.4M held | Disclosed holding | askebsa.dol.gov |
+12 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 1,166 | Not disclosed | Not disclosed | n/a | $206M | $3.4M | Not disclosed | Not disclosed |
| 2023 to Jun 30, 2024 | 1,083 | Not disclosed | Not disclosed | n/a | $182M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jun 30, 2023 | 1,030 | Not disclosed | Not disclosed | n/a | $160M | Not disclosed | Not disclosed | Not disclosed |
- Solxsys Administrative Solutions codes 14 50 $84,924 PY2024
- Novara Law Group, PLLC codes 29 50 $75,330 PY2024
- Morgan Stanley Smith Barney LLC codes 50 70 72 $72,500 PY2024
+49 more service providers
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Provenance
Record history
- Funded status changed2023-07-01source
- Funded status changed2024-07-01source
- Consultant changed2023-12-31source
+6 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
every published relationship on the graph
+8 connections on the graph
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