This allocator's name and 4 more dated events

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Taft-Hartley plan in Michigan

Taft-Hartley plan· Bingham Farms, Michigan

Taft-Hartley plan, based in Bingham Farms, Michigan, reporting $19.4M in assets, for 250 participants.

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

Assets
$19.4M
Funded ratio
86.7%
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: 31 Dec 2024, Manager relationship ended.

Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$19.4M
Total assets, Apr 30, 2025 reported
Funded
86.7%
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 1.6%
  • Non-interest-bearing cash 0.8%
  • Corporate debt instruments (other) 7.0%
  • U.S. Government securities 10.8%
  • Other investments 5.2%
  • Registered investment companies 17.9%
  • Common stock 56.2%
Consultants and advisers
2 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
9 managers on Schedule C
From Schedule C (investment management, code 28)

+6 more Schedule C managers

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What changed
9 events
  • Dec 31, 2024Manager relationship endedinference
    with Ziegler Capital Managment, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Earnest Partnersaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Clearbridge Investments, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Delaware Capitalaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Confluence Investment Managementaskebsa.dol.gov

+4 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
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
$19.4M Apr 30, 2025 reported Form 5500
$19.1M (2024-04) · $18.8M (2023-04)
Plan assets
$19.1M May 1, 2024 reported Form 5500
$18.7M (2023-05) · $19.5M (2022-05)
Net assets
$19.4M Apr 30, 2025 reported Form 5500
$19.1M (2024-04) · $18.7M (2023-04)
Funded ratio
86.7% May 1, 2024 reported Form 5500
87.3% (2023-05) · 87.5% (2022-05)
Participants
250 May 1, 2024 reported Form 5500
257 (2023-05) · 258 (2022-05)
Contributions
$351,800 Apr 30, 2025 reported Form 5500
$432,380 (2024-04) · $506,053 (2023-04)
Benefits paid
$1.6M Apr 30, 2025 reported Form 5500
$1.5M (2024-04) · $1.4M (2023-04)
Net investment income
$300,247 Apr 30, 2025 reported Form 5500
$406,843 (2024-04) · -$771,267 (2023-04)
Investment management fees
$130,892 Apr 30, 2025 reported Form 5500
$48,091 (2024-04) · $118,107 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025250Not disclosedNot disclosedn/a$19.4MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024257Not disclosedNot disclosedn/a$19.1MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023258Not disclosedNot disclosedn/a$18.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Novara Tesija & Catenacci, PLLC codes PY2024
  • TIC International, Corp codes PY2024
  • United Actuarial Servcies codes PY2024

+42 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 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

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

+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

+12 connections on the graph

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