Bac Of Michigan Health And Welfare Fund — Form 5500 plan (Board Of Trustees, Bac Of Michigan Welfare Fund)
Plain-English plan 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, Bac Of Michigan Health And Welfare Fund is a benefit plan reported by Board Of Trustees, Bac Of Michigan Welfare Fund under EIN 38-2073681 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,025 participants and $24,895,566 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Bac Of Michigan Welfare Fund
- EIN
- 38-2073681
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,025
- End-of-year plan assets
- $24,895,566
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,025 | H, C | 20250218134506NAL0003252145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,895,566
- Total liabilities (EOY)
- $9,583,409
- Net assets (EOY)
- $15,312,157
- Net assets (BOY)
- $13,077,604
Income & contributions
- Employer contributions
- $24,942,530
- Participant contributions
- $1,958,103
- Total contributions
- $26,900,633
- Total income / additions
- $28,209,281
Expenses & distributions
- Benefits paid
- $23,934,546
- Administrative expenses
- $2,040,182
- Total expenses
- $25,974,728
- Net increase / (decrease)
- $2,234,553
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $819,914 | $0 | 2023 |
| Benesys Inc | NONE | $245,105 | not reported in the loaded dataset | 2023 |
| Novara Tesija Pllc | NONE | $176,413 | not reported in the loaded dataset | 2023 |
| Laura Scott | NONE | $75,903 | not reported in the loaded dataset | 2023 |
| Call A Doctor | NONE | $71,492 | not reported in the loaded dataset | 2023 |
| Heather Liggett | NONE | $63,528 | not reported in the loaded dataset | 2023 |
| Brenda O'Malley | NONE | $62,753 | not reported in the loaded dataset | 2023 |
| Stacey Lovelace | NONE | $59,381 | not reported in the loaded dataset | 2023 |
| Christina Blankenship | NONE | $57,788 | not reported in the loaded dataset | 2023 |
| Rowla Yousif | NONE | $54,942 | not reported in the loaded dataset | 2023 |
| Jocelyn Phillips | NONE | $52,934 | not reported in the loaded dataset | 2023 |
| Salus Group | NONE | $48,996 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway, Nichols, Inc | NONE | $43,085 | not reported in the loaded dataset | 2023 |
| Quadient Finance | NONE | $43,085 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company Pc | NONE | $27,200 | not reported in the loaded dataset | 2023 |
| American Graphics | NONE | $20,919 | not reported in the loaded dataset | 2023 |
| Watkins, Pawlich, Calati & Prifti | NONE | $12,029 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Bac Of Michigan Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Novara Tesija Pllc — Schedule C compensation
- Laura Scott — Schedule C compensation
- Call A Doctor — Schedule C compensation
- Heather Liggett — Schedule C compensation
- Brenda O'Malley — Schedule C compensation
- Stacey Lovelace — Schedule C compensation
- Christina Blankenship — Schedule C compensation
- Rowla Yousif — Schedule C compensation
- Jocelyn Phillips — Schedule C compensation
- Salus Group — Schedule C compensation
- Stefansky, Holloway, Nichols, Inc — Schedule C compensation
- Quadient Finance — Schedule C compensation
- Benda, Grace, Stulz & Company Pc — Schedule C compensation
- American Graphics — Schedule C compensation
- Watkins, Pawlich, Calati & Prifti — Schedule C compensation
- Morgan Stanley — Schedule C compensation