This allocator's name and 6 more commitments

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Taft-Hartley plan in Michigan

Taft-Hartley plan· Lansing, Michigan

Taft-Hartley plan, based in Lansing, Michigan, reporting $86.3M in assets, for 1,621 participants.

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

Assets
$86.3M
Funded ratio
90.4%
Fund commitments
3
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Commitments (3)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: 31 Dec 2024, Manager relationship ended.

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
$86.3M
Total assets, Dec 31, 2024 reported
Funded
90.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
3
none on the tape
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 1.1%
  • Other investments 1.3%
  • Partnership/joint venture interests 19.0%
  • Common/collective trusts 46.8%
  • Registered investment companies 23.8%
  • Real estate (other than employer real property) 7.6%
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)
What changed
2 events
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
9 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Short Term Investment Fundcollective trustComericaCash$1.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective All Country World Ex-collective trustNorthern Trust Investments, Inc.Pooled vehicles$12.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024NT Collective Russell 3000 Index Fdcollective trustNorthern Trust Investments, Inc.Pooled vehicles$27.0M heldDisclosed holdingaskebsa.dol.gov

+6 more commitments

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Size and funding
30 readings
Total assets
$86.3M Dec 31, 2024 reported Form 5500
$81.5M (2023-12) · $74.2M (2022-12)
Plan assets
$81.2M Jan 1, 2024 reported Form 5500
$74.0M (2023-01) · $84.3M (2022-01)
Net assets
$86.2M Dec 31, 2024 reported Form 5500
$81.2M (2023-12) · $74.0M (2022-12)
Funded ratio
90.4% Jan 1, 2024 reported Form 5500
89.8% (2023-01) · 91.7% (2022-01)
Participants
1,621 Jan 1, 2024 reported Form 5500
1,591 (2023-01) · 1,634 (2022-01)
Contributions
$4.1M Dec 31, 2024 reported Form 5500
$4.0M (2023-12) · $3.5M (2022-12)
Benefits paid
$6.1M Dec 31, 2024 reported Form 5500
$5.8M (2023-12) · $5.3M (2022-12)
Net investment income
$5.0M Dec 31, 2024 reported Form 5500
$7.2M (2023-12) · -$10.4M (2022-12)
Investment management fees
$142,795 Dec 31, 2024 reported Form 5500
$169,492 (2023-12) · $210,295 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 20241,621Not disclosedNot disclosedn/a$86.3M$16.4MNot disclosed$6.6M
2023 to Dec 31, 20231,591Not disclosedNot disclosedn/a$81.5M$16.0MNot disclosed$6.9M
2022 to Dec 31, 20221,634Not disclosedNot disclosedn/a$74.2M$15.1MNot disclosed$9.1M
Service providers and investment entities as filed (Schedule C and D, latest year first)
  • Marquette Associates, Inc. codes 27 50 $70,000 PY2024
  • TIC Midwest codes 10 13 15 38 50 $61,638 PY2024
  • Watkins Pawlick Calati & Prifti PC codes 29 50 $29,372 PY2024

+37 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

2 dated events on the change ledger, latest first
  • Manager relationship ended
    2024-12-31source
  • Total assets changed
    2023-01-01source

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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