This allocator's name, 9 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Corporate pension in Michigan
Corporate pension, based in Portage, Michigan, reporting $33.7M in assets, for 801 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $33.7M
- Funded ratio
- 101.4%
- Fund commitments
- 8
Nothing material in the last 90 days. Last change: 31 Dec 2024, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- NT Collective Russell 3000 Index Fd3 commitments
- L&g Liability Treasury Cit Fund1 commitment
- Legal and General6 commitments
- Northern Trust Investments, Inc.6 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 95.2%
- Registered investment companies 4.8%
- Northern Trust Co. Trusteethrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- Legal and General6 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.6 rows, latest Dec 31, 2024
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
- Dec 31, 2024Holding started
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | L&g Liability Treasury Cit Fundcollective trust | Legal and General | Fixed income | $1.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $516,730 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Russell 3000 Index Fdcollective trust | Northern Trust Investments, Inc. | Pooled vehicles | $3.2M held | Disclosed holding | askebsa.dol.gov |
+9 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 | 801 | $35.6M | $37.5M | 101.4% | $33.7M | $0 | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 820 | $34.2M | $38.9M | 96.7% | $35.6M | $12.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 842 | $46.8M | $38.9M | 114.6% | $34.2M | $11.5M | Not disclosed | Not disclosed |
- Northern Trust Company codes 21 28 50 52 68 99 $58,158 PY2024
- Ernst & Young US LLP codes 10 50 $36,900 PY2024
- Willis Towers Watson US LLC codes 11 15 50 $6,500 PY2024
+17 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
Not yet on record: managers.
Record history
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
- Holding in a pooled vehicle started2024-12-31source
+6 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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.