This allocator's name and 1 more dated event
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Lansing, Michigan, reporting $121M in assets, for 798 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $121M
- Funded ratio
- 106.5%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Total assets changed.
Capital path
who backs this record, through what, into what; each name opens its own path- Short Term Investment Fund2 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.6%
- Corporate debt instruments (other) 12.4%
- U.S. Government securities 16.2%
- Common/collective trusts 2.3%
- Registered investment companies 23.7%
- Common stock 44.2%
- Standard Valuation Pension consultantthrough Dec 31, 2022 Form 5500
- Watkins Ross Actuarythrough Dec 31, 2022 Form 5500
- Comerica Bank Custodianthrough Dec 31, 2022 Form 5500
- Yousif Capital Managementplan years 2023
- Zacks Investment Managementplan years 2022
- Delta Capital Management, LLCplan years 2022
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Assets changed$13.7Maskebsa.dol.gov
- Jan 1, 2024Funded status changed3 pointsaskebsa.dol.gov
- Jan 1, 2024Assets changed$13.0Maskebsa.dol.gov
- Dec 31, 2023Manager relationship startedwith Yousif Capital Managementaskebsa.dol.gov
- Dec 31, 2023Assets changed$13.5Maskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Short Term Investment Fundcollective trust | Comerica Bank | Cash | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Short Term Investment Fundcollective trust | Comerica Bank | Cash | $1.5M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 798 | Not disclosed | Not disclosed | n/a | $121M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 771 | Not disclosed | Not disclosed | n/a | $108M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 764 | Not disclosed | Not disclosed | n/a | $94.3M | Not disclosed | Not disclosed | Not disclosed |
- Zacks Capital Management codes 28 51 $165,315 PY2024
- Watkins Ross & Company codes 11 50 $130,623 PY2024
- Munder Capital Management codes 28 51 $80,569 PY2024
+34 more service providers
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Provenance
Not yet on record: managers.
Record history
- Funded status changed2024-01-01source
- Manager relationship started2023-12-31source
- Total assets changed2023-01-01source
+3 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
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.