DFX Intelligence
Society of Manufacturing Engineers Pension Plan & Trust
Corporate pension· Southfield, Michigan
Corporate pension, based in Southfield, Michigan, reporting $13.5M in assets, for 101 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $13.5M
- Funded ratio
- 113.5%
- Fund commitments
- 1
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: 1 Aug 2024, Society of Manufacturing Engineers Pension Plan & Trust funded ratio 102.7% -> 113.5% (2023-08-01 to 2024-08-01).
Capital path
who backs this record, through what, into what; each name opens its own pathSociety of Manufacturing Engineers Pension Plan & Trust
Funds committed to
- Blackrock Broad Market Bond Fund3 commitments
Managers
- Metropolitan Life Insurance Company3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$13.5M
Total assets, Jul 31, 2025 reported
Funded
113.5%
Aug 1, 2024
Private markets target
no policy read
policy Jul 31, 2025
Commitments
1
none on the tape
Plan sponsor: Society of Manufacturing Engineers
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 5.5%
- Pooled separate accounts 94.5%
Consultants and advisers
3 firms
- Nyhart Actuarythrough Jul 31, 2024 Form 5500
- Ascensus Actuarythrough Jul 31, 2023 Form 5500
- Futureplan Actuarythrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
- Metropolitan Life Insurance Company3 rows, latest Jul 31, 2025
From Schedule C (investment management, code 28)
- Metropolitan Life Insurance Companyplan years 2023
What changed
5 events
- Aug 1, 2024Funded status changedSociety of Manufacturing Engineers Pension Plan & Trust funded ratio 102.7% -> 113.5% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedSociety of Manufacturing Engineers Pension Plan & Trust plan assets $13M -> $14M (+11.2%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedSociety of Manufacturing Engineers Pension Plan & Trust total assets $13M -> $14M (+11.2%, 2023-07-31 to 2024-07-31)
- Dec 31, 2023Consultant changedinferenceAscensus LLC no longer appears on Society of Manufacturing Engineers Pension Plan & Trust's Schedule C as pension consultant (plan year 2023 vs 2022)with Ascensusaskebsa.dol.gov
- Aug 1, 2023Funded status changedSociety of Manufacturing Engineers Pension Plan & Trust funded ratio 95.9% -> 102.7% (2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $1.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $1.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Blackrock Broad Market Bond Fundseparate account | Metropolitan Life Insurance Company | Fixed income | $1.4M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 101 | $14.3M | $12.6M | 113.5% | $13.5M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 108 | $12.9M | $12.5M | 102.7% | $14.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 111 | $12.0M | $12.5M | 95.9% | $12.9M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Metropolitan Life Insurance Company codes 12 13 28 $49,046 PY2024
- Ascensus, LLC codes 11 50 $29,827 PY2024
- SA 237 Sched. D P $20,679 PY2024
+30 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Identifiers: EIN-PN 380298770-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 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: managers.
Record history
5 dated events on the change ledger, latest first
- Funded status changed2023-08-01source
- Funded status changed2024-08-01source
- Consultant changed2023-12-31source
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+5 connections on the graph
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