This allocator's name and 18 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Warren, Michigan, reporting $106M in assets, for 487 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $106M
- Funded ratio
- 1.2%
- Fund commitments
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding ended.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- Ntgi Daily 1 - 10 Year Intermediate3 commitments
- 1-10 Yr Intermed Govt Bond Inx Fd3 commitments
- Northern Trust Investments, Inc.21 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Common/collective trusts 100.0%
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Watkins Ross Actuarythrough Dec 31, 2022 Form 5500
- Northern Trust Investments, Inc.21 rows, latest Dec 31, 2024
- Dec 31, 2024Holding endedinference
- Jan 1, 2024Assets changed$204Kaskebsa.dol.gov
- Dec 31, 2023Holding endedinference
- Dec 31, 2023Assets changed$20.8Maskebsa.dol.gov
- Jan 1, 2023Assets changeddown $475Kaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $7.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Ntgi Daily 1 - 10 Year Intermediatecollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $30.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | 1-10 Yr Intermed Govt Bond Inx Fdcollective trust | Northern Trust Investments, Inc. | Fixed income | $8.4M held | Disclosed holding | askebsa.dol.gov |
+18 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 Dec 31, 2024 | 487 | Not disclosed | Not disclosed | n/a | $106M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 515 | Not disclosed | Not disclosed | n/a | $110M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 541 | Not disclosed | Not disclosed | n/a | $88.7M | Not disclosed | Not disclosed | Not disclosed |
- The Northern Trust Company codes 21 28 50 $134,616 PY2024
- Watkins Ross codes 11 50 $68,712 PY2024
- JAY W. Tower, Esq. codes 29 50 $40,410 PY2024
+36 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
Record history
- Holding in a pooled vehicle ended2023-12-31source
- Holding in a pooled vehicle ended2024-12-31source
- Total assets changed2023-01-01source
+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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.