Michigan Trowel Trades Health And Welfare Fund — Form 5500 plan (Trustees Of Michigan Trowel Trades Health And 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, Michigan Trowel Trades Health And Welfare Fund is a benefit plan reported by Trustees Of Michigan Trowel Trades Health And Welfare Fund under EIN 38-6238055 and plan number 501. The latest loaded filing year is 2023. The filing reports 543 participants and $9,840,077 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of Michigan Trowel Trades Health And Welfare Fund
EIN
38-6238055
Plan number
501
Plan type
1
Location
Lansing, MI
Latest filing year
2023
Participants
543
End-of-year plan assets
$9,840,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023543H, C20241014144509NAL0013471795003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,840,077
Total liabilities (EOY)
$5,505,338
Net assets (EOY)
$4,334,739
Net assets (BOY)
$3,385,473

Income & contributions

Employer contributions
$8,030,990
Participant contributions
$65,262
Total contributions
$8,096,252
Total income / additions
$8,637,207

Expenses & distributions

Benefits paid
$6,955,004
Administrative expenses
$732,937
Total expenses
$7,687,941
Net increase / (decrease)
$949,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of MichiganNONE$565,396$02023
Tic InternationalNONE$121,113not reported in the loaded dataset2023
Michael G. BuckNONE$0$48,9162023
Watkins, Pawlick, Calati, & PriftiNONE$31,692not reported in the loaded dataset2023
Stefansky, Holloway, Nichols, Inc.NONE$27,403not reported in the loaded dataset2023
Benda, Grace, Stulz & Company PcNONE$18,650not reported in the loaded dataset2023
Detroit Cement Mason CollectionsNONE$12,039not reported in the loaded dataset2023
Marquette & AssociatesNONE$5,000not reported in the loaded dataset2023

Related Form 5500 pages