This allocator's name and 13 more commitments

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Corporate pension in Michigan

Corporate pension· Battle Creek, Michigan

Corporate pension, based in Battle Creek, Michigan, reporting $449M in assets, for 4,840 participants.

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

Assets
$449M
Funded ratio
81.7%
Fund commitments
8
Managers
3
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Commitments (8)Allocation policyManagers
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 2024, Changed investment consultant to Telus Health US Ltd.

Capital path

who backs this record, through what, into what; each name opens its own path
Corporate pension in Michigan
Funds committed to
All 8
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$449M
Total assets, Dec 31, 2024 reported
Funded
81.7%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
8
3 managers on Schedule C
Plan sponsor: this allocator
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Corporate debt instruments (other) 16.2%
  • Corporate debt instruments (preferred) 1.0%
  • U.S. Government securities 7.7%
  • Other investments 2.1%
  • Partnership/joint venture interests 14.3%
  • Common/collective trusts 58.4%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+2 more Schedule C managers

Every name, record and relationship behind this count, with the source on each.

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What changed
4 events
  • Dec 31, 2024Manager relationship started
    with Northern Trust Investmentsaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinference
    with Telus Health US Ltdaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    with Pacific Investmt Management Co LLCaskebsa.dol.gov
  • Jan 1, 2024Funded status changed
    6 pointsaskebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Ntcc Emerging Markets Fundcollective trustNorthern Trust Investments, IncorporatedPublic equity$14.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective High Yield Bond Fundcollective trustNorthern Trust Investments, IncorporatedFixed income$26.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ntcc Intl Equity Fund Febtcollective trustNorthern Trust Investments, IncorporatedPublic equity$50.1M heldDisclosed holdingaskebsa.dol.gov

+13 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
22 readings
Total assets
$449M Dec 31, 2024 reported Form 5500
$470M (2023-12)
Plan assets
$470M Jan 1, 2024 reported Form 5500
$518M (2023-01)
Net assets
$448M Dec 31, 2024 reported Form 5500
$469M (2023-12)
Funded ratio
81.7% Jan 1, 2024 reported Form 5500
75.6% (2023-01)
Funding target
$632M Jan 1, 2024 reported Form 5500
$701M (2023-01)
Discount rate
5.10% Jan 1, 2024 reported Form 5500
5.22% (2023-01)
Participants
4,840 Jan 1, 2024 reported Form 5500
5,435 (2023-01)
Contributions
$24.5M Dec 31, 2024 reported Form 5500
$0 (2023-12)
Benefits paid
$50.6M Dec 31, 2024 reported Form 5500
$53.3M (2023-12)
Net investment income
-$21.6M Dec 31, 2024 reported Form 5500
-$10.0M (2023-12)
Investment management fees
$1.0M Dec 31, 2024 reported Form 5500
$68,589 (2023-12)
Form 5500 filings
2 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20244,840$470M$632M81.7%$449M$64.1MNot disclosedNot disclosed
2023 to Dec 31, 20235,435$518M$701M75.6%$470M$28.7M$0Not disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+27 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
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.
Capital chain

This record sits on 4 traced paths of capital across the graphs.

Consultant to allocator to managerAllocator commitments to a manager

DFX traced 4 paths 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

4 dated events on the change ledger, latest first
  • Funded status changed
    2024-01-01source
  • Manager relationship started
    2024-12-31source
  • Consultant changed
    2024-12-31source

+1 more change 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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+9 connections on the graph

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