Seiu Michigan Health And Welfare Fund — Form 5500 plan (Seiu Michigan Health And Welfare Fund Board Of Trustees)
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, Seiu Michigan Health And Welfare Fund is a benefit plan reported by Seiu Michigan Health And Welfare Fund Board Of Trustees under EIN 38-6061083 and plan number 501. The latest loaded filing year is 2023. The filing reports 628 participants and $8,039,014 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seiu Michigan Health And Welfare Fund Board Of Trustees
- EIN
- 38-6061083
- Plan number
- 501
- Plan type
- 1
- Location
- Bingham Farms, MI
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $8,039,014
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20250410150009NAL0024435393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,039,014
- Total liabilities (EOY)
- $1,833,502
- Net assets (EOY)
- $6,205,512
- Net assets (BOY)
- $9,133,620
Income & contributions
- Employer contributions
- $3,683,937
- Participant contributions
- $1,822
- Total contributions
- $3,685,759
- Total income / additions
- $4,066,096
Expenses & distributions
- Benefits paid
- $6,251,201
- Administrative expenses
- $743,003
- Total expenses
- $6,994,204
- Net increase / (decrease)
- -$2,928,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthcomp LLC | NONE | $328,933 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $178,107 | not reported in the loaded dataset | 2023 |
| Great Lakes Benefit Group | NONE | $50,400 | $0 | 2023 |
| A.D.N. Administrators | NONE | $34,947 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $32,808 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti Pc | NONE | $30,575 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $21,500 | not reported in the loaded dataset | 2023 |
| Legg Mason & Company, LLC | NONE | $6,177 | not reported in the loaded dataset | 2023 |
| Inland Press | NONE | $5,981 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $0 | 2023 |
| Harding Loevner | NONE | $0 | $0 | 2023 |
| John Hancock | NONE | $0 | $0 | 2023 |
| Clearbridge Investments | NONE | $0 | $0 | 2023 |
| Confluence Investment Management | NONE | $0 | $0 | 2023 |
| Western Asset Mgmt Co, LLC | not reported in the loaded dataset | $0 | $0 | 2023 |
| Aristotle Funds | not reported in the loaded dataset | $0 | $0 | 2023 |
| Kayne Anderson | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seiu Michigan Health And Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Bingham Farms, MI
- Healthcomp LLC — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Great Lakes Benefit Group — Schedule C compensation
- A.D.N. Administrators — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Watkins Pawlick Calati & Prifti Pc — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Legg Mason & Company, LLC — Schedule C compensation
- Inland Press — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Harding Loevner — Schedule C compensation
- John Hancock — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Confluence Investment Management — Schedule C compensation
- Western Asset Mgmt Co, LLC — Schedule C compensation
- Aristotle Funds — Schedule C compensation
- Kayne Anderson — Schedule C compensation