This allocator's name, 1 more adviser and 3 more commitments
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Lansing, Michigan, reporting $13.8M in assets, for 349 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $13.8M
- Funded ratio
- 84.9%
- Fund commitments
- 3
- Managers
- 3
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Stout Risius Ross, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Bnym Mellon Db Sl Acwi Ex-Us Fund3 commitments
- Bnym Mellon Afl-Cio Sl Broad Market2 commitments
- Ibew-Neca Equity Index Fund1 commitment
- BNY Mellon5 commitments
- Chevy Chase Trust Company1 commitment
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 1.5%
- Common/collective trusts 40.4%
- Registered investment companies 43.6%
- Real estate (other than employer real property) 14.1%
- Stout Risius Ross, LLC Investment adviser (plan)through May 31, 2025 Form 5500
- Marquette Associates Inc. Investment adviser (plan)through May 31, 2023 Form 5500
- 1st Source Custodianthrough May 31, 2025 Form 5500
+1 more consultant or adviser advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- BNY Mellon5 rows, latest May 31, 2025
- Chevy Chase Trust Company1 row, latest May 31, 2023
- Chevy Chaseplan years
- Chevy Chase Trust Companyplan years
- Marquette Associates Inc.plan years 2025
+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, 2024Manager relationship startedwith Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferencewith Stout Risius Ross, LLCaskebsa.dol.gov
- Jun 1, 2024Funded status changeddown 2 pointsaskebsa.dol.gov
- May 31, 2024Holding started
- May 31, 2024Holding endedinference
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Bnym Mellon Db Sl Acwi Ex-Us Fundcollective trust | BNY Mellon | Pooled vehicles | $1.4M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2025 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $4.1M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Bnym Mellon Afl-Cio Sl Broad Marketcollective trust | BNY Mellon | Pooled vehicles | $4.3M held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to May 31, 2025 | 349 | Not disclosed | Not disclosed | n/a | $13.8M | Not disclosed | Not disclosed | $2.0M |
| 2023 to May 31, 2024 | 350 | Not disclosed | Not disclosed | n/a | $14.2M | Not disclosed | Not disclosed | $2.0M |
| 2022 to May 31, 2023 | 356 | Not disclosed | Not disclosed | n/a | $14.2M | Not disclosed | Not disclosed | $2.4M |
- Stout Risius Ross, LLC codes 27 50 $65,912 PY2024
- Groom Law Group codes 29 50 $56,324 PY2024
- Cheiron codes 11 50 $46,810 PY2024
+32 more service providers
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Provenance
This record sits on 4 traced paths of capital across the graphs.
DFX traced 4 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle started2024-05-31source
- Holding in a pooled vehicle ended2024-05-31source
- Funded status changed2024-06-01source
+2 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
+10 connections on the graph
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