This allocator's name, 1 more adviser, 2 more managers, 10 more commitments and 6 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 $76.3M in assets, for 841 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $76.3M
- Funded ratio
- 87.7%
- Fund commitments
- 5
- Managers
- 3
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- Washington Capital Joint Master Tru3 commitments
- Putnam Stable Value3 commitments
- Afl-Cio Building Investment Trust3 commitments
- Washington Capital Management, Inc.3 commitments
- John Hancock Life Insurance Co3 commitments
- Great Gray Trust Company3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Non-interest-bearing cash 0.9%
- Partnership/joint venture interests 19.0%
- 103-12 investment entities 4.6%
- Common/collective trusts 2.8%
- Registered investment companies 71.8%
- Strategic Capital Inv Advisors Investment adviser (plan)through Dec 31, 2022 Form 5500
- John Hancock Trusteethrough Dec 31, 2022 Form 5500
- Cuni, Rust & Strenk Actuarythrough Dec 31, 2022 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.
- Washington Capital Management, Inc.3 rows, latest Dec 31, 2024
- John Hancock Life Insurance Co3 rows, latest Dec 31, 2024
- Great Gray Trust Company3 rows, latest Dec 31, 2024
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Cbreplan years
- Clarion Lionplan years 2024
- PNC Bank, National Associationplan years 2024
+6 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
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- Dec 31, 2024Manager relationship startedwith Clarion Lionaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Clarion Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship startedwith PNC Bank, National Associationaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Union Services Agencyaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencewith Stockbridge Niche Logistics Fd LPaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Washington Capital Joint Master Tru103 12 ie | Washington Capital Management, Inc. | Pooled vehicles | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Putnam Stable Valuecollective trust | John Hancock Life Insurance Co | Pooled vehicles | $2,340 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Afl-Cio Building Investment Trustcollective trust | Great Gray Trust Company | Pooled vehicles | $551,872 held | Disclosed holding | askebsa.dol.gov |
+10 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 Dec 31, 2024 | 841 | Not disclosed | Not disclosed | n/a | $76.3M | $14.5M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 772 | Not disclosed | Not disclosed | n/a | $68.8M | $13.7M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 770 | Not disclosed | Not disclosed | n/a | $63.1M | $13.4M | Not disclosed | Not disclosed |
- Strategic Capital Inv Advisors codes 27 50 $116,151 PY2024
- Solxsys Administrative Solutions codes 14 15 49 50 $70,075 PY2024
- Cuni, Rust & Strenk codes 11 50 $49,650 PY2024
+62 more service providers
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Provenance
This record sits on 5 traced paths of capital across the graphs.
DFX traced 5 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 ended2023-12-31source
- Funded status changed2024-01-01source
- Manager relationship started2023-12-31source
+8 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
+14 connections on the graph
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