2 more dated events

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International Transmission Company Retirement Plan

Corporate pension· Novi, Michigan

Corporate pension, based in Novi, Michigan, reporting $168M in assets, for 976 participants.

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

Assets
$168M
Funded ratio
89.6%
Fund commitments
1
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Commitments (1)Allocation 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 2025, International Transmission Company Retirement Plan total assets $149M -> $168M (+12.7%, 2024-12-31 to 2025-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path
International Transmission Company Retirement Plan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$168M
Total assets, Dec 31, 2025 reported
Funded
89.6%
Jan 1, 2025
Private markets target
no policy read
policy Dec 31, 2025
Commitments
1
none on the tape
Plan sponsor: International Transmission Company
Allocation policy
Form 5500, as of Dec 31, 2025
Actual allocation lines without a target (as filed)
  • Common/collective trusts 19.5%
  • Registered investment companies 77.7%
Consultants and advisers
2 firms
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
What changed
7 events
  • Dec 31, 2025Assets changed
    International Transmission Company Retirement Plan total assets $149M -> $168M (+12.7%, 2024-12-31 to 2025-12-31)
    askebsa.dol.gov
  • Jan 1, 2025Funded status changed
    International Transmission Company Retirement Plan funded ratio 93.8% -> 89.6% (2024-01-01 to 2025-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Funded status changed
    International Transmission Company Retirement Plan funded ratio 99.4% -> 93.8% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Jan 1, 2024Assets changed
    International Transmission Company Retirement Plan plan assets $96M -> $109M (+13.6%, 2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Assets changed
    International Transmission Company Retirement Plan total assets $121M -> $138M (+13.8%, 2022-12-31 to 2023-12-31)
    askebsa.dol.gov

+2 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
1 row, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2025State Street US Long Creditcollective trustState Street Global Advisors Trust CompanyPrivate credit$32.7M heldDisclosed holdingaskebsa.dol.gov
Size and funding
44 readings
Total assets
$168M Dec 31, 2025 reported Form 5500
$149M (2024-12) · $138M (2023-12) · $121M (2022-12)
Plan assets
$118M Jan 1, 2025 reported Form 5500
$109M (2024-01) · $95.8M (2023-01) · $120M (2022-01)
Net assets
$168M Dec 31, 2025 reported Form 5500
$149M (2024-12) · $138M (2023-12) · $121M (2022-12)
Funded ratio
89.6% Jan 1, 2025 reported Form 5500
93.8% (2024-01) · 99.4% (2023-01) · 112.0% (2022-01)
Funding target
$96.3M Jan 1, 2025 reported Form 5500
$89.9M (2024-01) · $78.5M (2023-01) · $72.2M (2022-01)
Discount rate
5.33% Jan 1, 2025 reported Form 5500
5.17% (2024-01) · 5.24% (2023-01) · 5.41% (2022-01)
Participants
976 Jan 1, 2025 reported Form 5500
919 (2024-01) · 884 (2023-01) · 848 (2022-01)
Contributions
$4.8M Dec 31, 2025 reported Form 5500
$3.9M (2024-12) · $3.7M (2023-12) · $0 (2022-12)
Benefits paid
$5.5M Dec 31, 2025 reported Form 5500
$3.9M (2024-12) · $4.0M (2023-12) · $3.8M (2022-12)
Net investment income
$18.9M Dec 31, 2025 reported Form 5500
$11.7M (2024-12) · $16.7M (2023-12) · -$29.4M (2022-12)
Investment management fees
$50,000 Dec 31, 2025 reported Form 5500
$50,000 (2024-12) · $50,000 (2023-12) · $71,970 (2022-12)
Form 5500 filings
4 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2025 to Dec 31, 2025976$118M$96.3M89.6%$168MNot disclosedNot disclosedNot disclosed
2024 to Dec 31, 2024919$109M$89.9M93.8%$149MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 2023884$95.8M$78.5M99.4%$138MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 2022848$120M$72.2M112.0%$121MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

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Provenance
Identifiers: EIN-PN 810596181-002
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

7 dated events on the change ledger, latest first
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source
  • Funded status changed
    2025-01-01source

+4 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

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+3 connections on the graph

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