This allocator's name, 8 more advisers, 4 more managers and 30 more commitments
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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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Troy, Michigan, reporting $190M in assets, for 1,986 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $190M
- Funded ratio
- 85.6%
- Fund commitments
- 11
Nothing material in the last 90 days. Last change: 31 Dec 2024, Manager relationship started.
Capital path
who backs this record, through what, into what; each name opens its own path- Afl-Cio Building Investment Trust3 commitments
- EB Dv Dynamic Growth Fund3 commitments
- EB Ncml International Equity3 commitments
- Wellington Trust Company, Na9 commitments
- BNY Mellon6 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.1%
- Non-interest-bearing cash 0.8%
- Other investments 0.1%
- Partnership/joint venture interests 17.7%
- Common/collective trusts 31.2%
- Pooled separate accounts 1.4%
- Registered investment companies 44.5%
- Real estate (other than employer real property) 3.5%
- Benesys, Inc. General consultantthrough Apr 30, 2024 Form 5500
- Boyd Watterson Asset Management Investment adviser (plan)through Apr 30, 2023 Form 5500
- Newtown Investment Corporation Custodianthrough Apr 30, 2025 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- Wellington Trust Company, Na9 rows, latest Apr 30, 2025
- BNY Mellon6 rows, latest Apr 30, 2025
- Great Gray Trust Company3 rows, latest Apr 30, 2025
+4 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Boyd Watterson Asset Managementaskebsa.dol.gov
- Apr 30, 2024Assets changed$17.8Maskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith United Actuarial Services, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferencewith Benesys, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencewith Boyd Watterson Asset Managementaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $1.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | EB Dv Dynamic Growth Fundcollective trust | BNY Mellon | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | EB Ncml International Equitycollective trust | BNY Mellon | Public equity | $8.0M held | Disclosed holding | askebsa.dol.gov |
+30 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 1,986 | Not disclosed | Not disclosed | n/a | $190M | $33.6M | Not disclosed | $6.6M |
| 2023 to Apr 30, 2024 | 1,968 | Not disclosed | Not disclosed | n/a | $182M | $27.1M | Not disclosed | $6.6M |
| 2022 to Apr 30, 2023 | 1,941 | Not disclosed | Not disclosed | n/a | $164M | $22.3M | Not disclosed | $6.4M |
- Wellington Trust Company codes 18 21 27 28 50 51 $233,657 PY2024
- Benesys, Inc. codes 10 12 13 14 15 16 36 50 $144,302 PY2024
- Novara Law Group, PLLC codes 29 50 $137,408 PY2024
+77 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Not yet on record: managers.
This record sits on 10 traced paths of capital across the graphs.
DFX traced 10 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
- Consultant changed2023-12-31source
- Manager relationship ended2023-12-31source
- Consultant changed2023-12-31source
+2 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
every published relationship on the graph
+13 connections on the graph
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