This allocator's name and 1 more adviser

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Taft-Hartley plan in Michigan

Taft-Hartley plan· Troy, Michigan

Taft-Hartley plan, based in Troy, Michigan, reporting $17.0M in assets, for 219 participants.

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

Assets
$17.0M
Funded ratio
120.7%
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: 30 Apr 2025, Total assets changed.

Capital path

who backs this record, through what, into what; each name opens its own path
Taft-Hartley plan in Michigan
Funds committed to
Managers
Size, funding, policy and commitments, with their basesTaft-Hartley planShow
Taft-Hartley plan
Assets
$17.0M
Total assets, Apr 30, 2025 reported
Funded
120.7%
May 1, 2024
Private markets target
no policy read
policy Apr 30, 2025
Commitments
1
none on the tape
Allocation policy
Form 5500, as of Apr 30, 2025
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.1%
  • Non-interest-bearing cash 4.5%
  • Common/collective trusts 8.0%
  • Registered investment companies 86.7%
Consultants and advisers
4 firms

+1 more consultant or adviser advise this allocator

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

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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
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Apr 30, 2025Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2024Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$1.4M heldDisclosed holdingaskebsa.dol.gov
as of Apr 30, 2023Multi-Employer Property Trustcollective trustNEW Tower Trust CompanyReal estate$1.6M heldDisclosed holdingaskebsa.dol.gov
Size and funding
30 readings
Total assets
$17.0M Apr 30, 2025 reported Form 5500
$15.4M (2024-04) · $13.8M (2023-04)
Plan assets
$15.4M May 1, 2024 reported Form 5500
$13.7M (2023-05) · $13.6M (2022-05)
Net assets
$17.0M Apr 30, 2025 reported Form 5500
$15.4M (2024-04) · $13.7M (2023-04)
Funded ratio
120.7% May 1, 2024 reported Form 5500
107.2% (2023-05) · 115.4% (2022-05)
Participants
219 May 1, 2024 reported Form 5500
209 (2023-05) · 207 (2022-05)
Contributions
$1.0M Apr 30, 2025 reported Form 5500
$1.0M (2024-04) · $923,027 (2023-04)
Benefits paid
$693,029 Apr 30, 2025 reported Form 5500
$704,736 (2024-04) · $736,652 (2023-04)
Net investment income
$1.5M Apr 30, 2025 reported Form 5500
$1.7M (2024-04) · $145,278 (2023-04)
Investment management fees
$39,750 Apr 30, 2025 reported Form 5500
$40,401 (2024-04) · $41,414 (2023-04)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Apr 30, 2025219Not disclosedNot disclosedn/a$17.0MNot disclosedNot disclosedNot disclosed
2023 to Apr 30, 2024209Not disclosedNot disclosedn/a$15.4MNot disclosedNot disclosedNot disclosed
2022 to Apr 30, 2023207Not disclosedNot disclosedn/a$13.8MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+23 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.

Not yet on record: managers.

Capital chain

This record sits on 1 traced path of capital across the graphs.

Consultant to allocator to manager

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

5 dated events on the change ledger, latest first
  • Funded status changed
    2023-05-01source
  • Funded status changed
    2024-05-01source
  • Total assets changed
    2024-05-01source

+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

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+5 connections on the graph

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