This allocator's name and 1 more adviser
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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Corporate pension in Michigan
Corporate pension, based in Auburn Hills, Michigan, reporting $97.6M in assets, for 2,408 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $97.6M
- Funded ratio
- 94.7%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Dec 2023, Funded status changed.
Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment2 commitments
- Northern Trust Investments, Inc.2 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Common/collective trusts 1.3%
- Registered investment companies 98.6%
- Schwartz & Co. Pension consultantthrough Nov 30, 2023 Form 5500
- Aon Actuarythrough Nov 30, 2023 Form 5500
- Northern Trust Co. Trusteethrough Nov 30, 2023 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.
- Northern Trust Investments, Inc.2 rows, latest Nov 30, 2024
- Dec 1, 2023Funded status changeddown 4 pointsaskebsa.dol.gov
- Dec 1, 2023Assets changeddown $30.5Maskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Nov 30, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $1.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $1.1M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Nov 30, 2024 | 2,408 | $95.6M | $109M | 94.7% | $97.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Nov 30, 2023 | 3,770 | $126M | $141M | 98.3% | $92.9M | Not disclosed | Not disclosed | Not disclosed |
- AON Consulting codes 11 17 50 $882,414 PY2023
- Schwartz & Co. codes 17 28 50 $100,960 PY2023
- The Northern Trust Company codes 21 28 50 59 62 $93,883 PY2023
+10 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.
This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
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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