This allocator's name, 3 more advisers, 12 more managers, 49 more commitments and 7 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.
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Taft-Hartley plan in Michigan
Taft-Hartley plan, based in Troy, Michigan, reporting $565M in assets, for 5,287 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $565M
- Funded ratio
- 65.2%
- Fund commitments
- 21
- Managers
- 11
Nothing material in the last 90 days. Last change: 30 Apr 2025, Holding started.
Capital path
who backs this record, through what, into what; each name opens its own path- NIS Total Absolute Return Qp Fund3 commitments
- NIS Preferred Stock Qp Fund, LLC3 commitments
- NIS High Yield Qp Fund, LLC3 commitments
- National Investment Svcs of Amer12 commitments
- Alcentra Ltd3 commitments
- NEW Tower Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 2.0%
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 7.5%
- Other investments 0.4%
- Partnership/joint venture interests 29.0%
- 103-12 investment entities 11.0%
- Common/collective trusts 37.5%
- Registered investment companies 5.5%
- Common stock 4.4%
- Withum Smith Brown PC General consultantthrough Apr 30, 2025 Form 5500
- Nepc, LLC Pension consultantthrough Apr 30, 2023 Form 5500
- Boston Trust Walden Company Custodianthrough Apr 30, 2025 Form 5500
+3 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
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- National Investment Svcs of Amer12 rows, latest Apr 30, 2025
- Alcentra Ltd3 rows, latest Apr 30, 2025
- NEW Tower Trust Company3 rows, latest Apr 30, 2025
+12 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Crescent Capitalplan years
- National Investment Svcs of Amerplan years 2023
- HarbourVestplan years
+15 more Schedule C managers
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- Apr 30, 2025Holding started
- Apr 30, 2025Holding endedinference
- Apr 30, 2025Holding endedinference
- Apr 30, 2025Holding endedinference
- Apr 30, 2025Holding started
+7 more dated events
Every name, record and relationship behind this count, with the source on each.
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| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | NIS Total Absolute Return Qp Fundcollective trust | National Investment Svcs of Amer | Hedge / diversifiers | $3.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS Preferred Stock Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Public equity | $2.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | NIS High Yield Qp Fund, LLCcollective trust | National Investment Svcs of Amer | Fixed income | $2.4M held | Disclosed holding | askebsa.dol.gov |
+49 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 | 5,287 | Not disclosed | Not disclosed | n/a | $565M | $164M | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 5,264 | Not disclosed | Not disclosed | n/a | $555M | $169M | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 5,281 | Not disclosed | Not disclosed | n/a | $555M | $118M | Not disclosed | Not disclosed |
- Taft Stettinius & Hollister LLP codes 29 50 $386,365 PY2024
- Hessian & Mckasy, P.A. codes 29 50 $360,224 PY2024
- Benesys, Inc. codes 14 50 $332,711 PY2024
+122 more service providers
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Provenance
This record sits on 18 traced paths of capital across the graphs.
DFX traced 18 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
- Holding in a pooled vehicle started2025-04-30source
- Holding in a pooled vehicle ended2025-04-30source
- Holding in a pooled vehicle ended2024-04-30source
+9 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
+26 connections on the graph
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