2023 Form 5500 filing — Seiu Michigan Health And Welfare Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250410150009NAL0024435393001) for Seiu Michigan Health And Welfare Fund, reported by Seiu Michigan Health And Welfare Fund Board Of Trustees under EIN 38-6061083 and plan number 501. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410150009NAL0024435393001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Seiu Michigan Health And Welfare Fund Board Of Trustees
- EIN
- 38-6061083
- Plan number
- 501
- Location
- Bingham Farms, MI
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,039,014
- Total liabilities (EOY)
- $1,833,502
- Net assets (EOY)
- $6,205,512
- Employer contributions
- $3,683,937
- Participant contributions
- $1,822
- Total income / additions
- $4,066,096
- Benefits paid
- $6,251,201
- Administrative expenses
- $743,003
- Total expenses
- $6,994,204
- Net increase / (decrease)
- -$2,928,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcomp LLC | NONE | $328,933 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $178,107 | not reported in the loaded dataset |
| Great Lakes Benefit Group | NONE | $50,400 | $0 |
| A.D.N. Administrators | NONE | $34,947 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $32,808 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifti Pc | NONE | $30,575 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $21,500 | not reported in the loaded dataset |
| Legg Mason & Company, LLC | NONE | $6,177 | not reported in the loaded dataset |
| Inland Press | NONE | $5,981 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $0 | $0 |
| Harding Loevner | NONE | $0 | $0 |
| John Hancock | NONE | $0 | $0 |
| Clearbridge Investments | NONE | $0 | $0 |
| Confluence Investment Management | NONE | $0 | $0 |
| Western Asset Mgmt Co, LLC | not reported in the loaded dataset | $0 | $0 |
| Aristotle Funds | not reported in the loaded dataset | $0 | $0 |
| Kayne Anderson | not reported in the loaded dataset | $0 | $0 |