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Corporate pension in Michigan

Corporate pension· Farmington Hills, Michigan

Corporate pension, based in Farmington Hills, Michigan, reporting $10.4M in assets, for 509 participants.

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

As of 2024-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $10.4M
Funded ratio: 85.7%
Fund commitments: 1

Open searches Plans backing its top manager Similar plans, same strategy

Commitments (1)Allocation policy

As of 2024-01-01 · 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

Corporate pension in Michigan

Funds committed to

Comerica Short-Term Fund2 commitments

Managers

Comerica Bank2 commitments

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$10.4M

Total assets, Dec 31, 2024 reported

Funded

85.7%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

none on the tape

Plan sponsor: this allocator

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Common/collective trusts 0.2%
Master trust investment accounts 99.8%

Consultants and advisers

2 firms

Towers Watson Investment Services, Pension consultantthrough Dec 31, 2022 Form 5500
AON Consulting, Inc. Actuarythrough Dec 31, 2022 Form 5500

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

Comerica Bank2 rows, latest Dec 31, 2024

What changed

3 events

Jan 1, 2024Funded status changed
down 8 pointsaskebsa.dol.gov
Jan 1, 2023Funded status changed
down 12 pointsaskebsa.dol.gov
Jan 1, 2023Assets changed
down $3.3Maskebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

2 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Vintage	Status	Source
as of Dec 31, 2024	Comerica Short-Term Fundcollective trust	Comerica Bank	Cash	$18,564 held		Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Comerica Short-Term Fundcollective trust	Comerica Bank	Cash	$23 held		Disclosed holding	askebsa.dol.gov

Size and funding

32 readings

Total assets

$10.4M Dec 31, 2024 reported Form 5500

$11.4M (2023-12) · $11.7M (2022-12)

Plan assets

$11.4M Jan 1, 2024 reported Form 5500

$11.7M (2023-01) · $15.0M (2022-01)

Net assets

$10.4M Dec 31, 2024 reported Form 5500

$11.4M (2023-12) · $11.7M (2022-12)

Funded ratio

85.7% Jan 1, 2024 reported Form 5500

94.1% (2023-01) · 106.3% (2022-01)

Funding target

$12.7M Jan 1, 2024 reported Form 5500

$12.1M (2023-01) · $12.3M (2022-01)

Discount rate

4.95% Jan 1, 2024 reported Form 5500

5.07% (2023-01) · 5.23% (2022-01)

Participants

509 Jan 1, 2024 reported Form 5500

531 (2023-01) · 559 (2022-01)

Contributions

$0 Dec 31, 2024 reported Form 5500

$0 (2023-12) · $0 (2022-12)

Benefits paid

$965,220 Dec 31, 2024 reported Form 5500

$732,964 (2023-12) · $788,915 (2022-12)

Net investment income

-$964,184 Dec 31, 2024 reported Form 5500

-$275,855 (2023-12) · -$3.4M (2022-12)

Investment management fees

$33,995 Dec 31, 2024 reported Form 5500

$23,948 (2023-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	509	$11.4M	$12.7M	85.7%	$10.4M	Not disclosed	$10.4M	Not disclosed
2023 to Dec 31, 2023	531	$11.7M	$12.1M	94.1%	$11.4M	Not disclosed	$11.4M	Not disclosed
2022 to Dec 31, 2022	559	$15.0M	$12.3M	106.3%	$11.7M	Not disclosed	$11.7M	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Towers Watson Investment Services codes 17 28 50 51 $33,995 PY2024
Plante and Moran codes 10 50 $15,600 PY2024
this allocator Sched. D M $10.4M PY2024

+11 more service providers

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

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

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.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

3 dated events on the change ledger, latest first

Funded status changed
2023-01-01source
Funded status changed
2024-01-01source
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

every published relationship on the graph

+3 connections on the graph

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