This allocator's name, 1 more adviser and 9 more commitments
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 Bingham Farms, Michigan, reporting $108M in assets, for 1,204 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $108M
- Funded ratio
- 90.4%
- Fund commitments
- 4
- Managers
- 1
Nothing material in the last 90 days. Last change: 31 Dec 2024, Changed investment consultant to Evaluations Consultants, LLC.
Capital path
who backs this record, through what, into what; each name opens its own path- Boston Co Dynamic Lg Cap Eq Fund3 commitments
- Pier Capital Commingled Sm Cp Gr Fd3 commitments
- Brandywine Investment Trust3 commitments
- The Boston Company3 commitments
- Pier Capital3 commitments
- Brandywine Global Investment Mgmt.3 commitments
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
- Interest-bearing cash 0.0%
- Non-interest-bearing cash 0.7%
- Other investments 3.7%
- 103-12 investment entities 3.3%
- Common/collective trusts 11.4%
- Registered investment companies 73.0%
- Common stock 7.2%
- Evaluations Consultants, LLC General consultantthrough Apr 30, 2025 Form 5500
- Citi Global Markets Inc. Investment adviser (plan)through Apr 30, 2023 Form 5500
- United Actuarial Services, Inc. Actuarythrough Apr 30, 2023 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.
- The Boston Company3 rows, latest Apr 30, 2025
- Pier Capital3 rows, latest Apr 30, 2025
- Brandywine Global Investment Mgmt.3 rows, latest Apr 30, 2025
- The Boston Companyplan years 2023
- Pier Capitalplan years 2023
- Brandywine Globalplan years 2023
+2 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Consultant changedinferencewith Evaluations Consultants, LLCaskebsa.dol.gov
- May 1, 2024Funded status changed82 pointsaskebsa.dol.gov
- May 1, 2024Assets changed$12.3Maskebsa.dol.gov
- Apr 30, 2024Assets changed$12.4Maskebsa.dol.gov
- May 1, 2023Funded status changeddown 80 pointsaskebsa.dol.gov
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Apr 30, 2025 | Boston Co Dynamic Lg Cap Eq Fundcollective trust | The Boston Company | Pooled vehicles | $6.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Pier Capital Commingled Sm Cp Gr Fdcollective trust | Pier Capital | Pooled vehicles | $3.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Apr 30, 2025 | Brandywine Investment Trust103 12 ie | Brandywine Global Investment Mgmt. | Pooled vehicles | $3.6M held | Disclosed holding | askebsa.dol.gov |
+9 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.
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Apr 30, 2025 | 1,204 | Not disclosed | Not disclosed | n/a | $108M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Apr 30, 2024 | 1,156 | Not disclosed | Not disclosed | n/a | $101M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Apr 30, 2023 | 1,153 | Not disclosed | Not disclosed | n/a | $88.8M | Not disclosed | Not disclosed | Not disclosed |
- TIC Midwest, LLC codes 10 13 15 50 $114,690 PY2024
- Stefansky, Holloway, Nichols codes 10 50 $63,997 PY2024
- Comerica Bank codes 19 50 71 72 $54,740 PY2024
+50 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
This record sits on 6 traced paths of capital across the graphs.
DFX traced 6 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
- Funded status changed2023-05-01source
- Funded status changed2024-05-01source
- Consultant changed2024-12-31source
+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
every published relationship on the graph
+11 connections on the graph
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