This allocator's name and 1 more commitment

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· Madison Heights, Michigan

Taft-Hartley plan, based in Madison Heights, Michigan, reporting $923M in assets, for 8,466 participants.

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

Assets
$923M
Funded ratio
92.5%
Fund commitments
2
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Commitments (2)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: 1 Jan 2024, Funded status 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
$923M
Total assets, Dec 31, 2024 reported
Funded
92.5%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
2
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 0.9%
  • Non-interest-bearing cash 0.7%
  • Corporate debt instruments (preferred) 1.1%
  • U.S. Government securities 2.1%
  • Other investments 35.6%
  • Common/collective trusts 9.7%
  • Registered investment companies 34.6%
  • Common stock 14.6%
Consultants and advisers
3 firms
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
From Schedule C (investment management, code 28)

+3 more Schedule C managers

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

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What changed
5 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
4 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$89.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023LS Core Plus Full Discretion Trustcollective trustLoomis SaylesFixed income$82.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Boston Co Pooled Emp Internationalcollective trustMellon Financial CorpPooled vehicles$17.0M heldDisclosed holdingaskebsa.dol.gov

+1 more commitment

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

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Size and funding
30 readings
Total assets
$923M Dec 31, 2024 reported Form 5500
$888M (2023-12) · $800M (2022-12)
Plan assets
$867M Jan 1, 2024 reported Form 5500
$798M (2023-01) · $853M (2022-01)
Net assets
$920M Dec 31, 2024 reported Form 5500
$867M (2023-12) · $798M (2022-12)
Funded ratio
92.5% Jan 1, 2024 reported Form 5500
88.1% (2023-01) · 84.1% (2022-01)
Participants
8,466 Jan 1, 2024 reported Form 5500
8,529 (2023-01) · 8,421 (2022-01)
Contributions
$71.6M Dec 31, 2024 reported Form 5500
$70.1M (2023-12) · $69.7M (2022-12)
Benefits paid
$73.5M Dec 31, 2024 reported Form 5500
$66.3M (2023-12) · $65.0M (2022-12)
Net investment income
$52.8M Dec 31, 2024 reported Form 5500
$68.9M (2023-12) · -$54.8M (2022-12)
Investment management fees
$1.7M Dec 31, 2024 reported Form 5500
$1.6M (2023-12) · $1.8M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20248,466Not disclosedNot disclosedn/a$923MNot disclosedNot disclosedNot disclosed
2023 to Dec 31, 20238,529Not disclosedNot disclosedn/a$888MNot disclosedNot disclosedNot disclosed
2022 to Dec 31, 20228,421Not disclosedNot disclosedn/a$800MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+56 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
  • Holding in a pooled vehicle ended
    2023-12-31source
  • Funded status changed
    2023-01-01source
  • Funded status changed
    2024-01-01source

+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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+10 connections on the graph

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