Original filing (PDF)20251014142606NAL0003012913001

VHS OF MICHIGAN

Name: VHS OF MICHIGAN — DETROIT MEDICAL CENTER CONSOLIDATED PENSION PLAN, Form 5500 (2024)
Creator: VHS OF MICHIGAN

Form 5500

FILING_RECEIVED

DETROIT MEDICAL CENTER CONSOLIDATED PENSION PLAN

Defined-benefit pension plan

Signals · 1

7 service providers

Active participants

1,443

Accounts w/ balance

—

Plan assets (EOY)

$572.9M

Net assets (EOY)

$572.8M

How this plan invests

This plan

2 pooled trusts

Schedule D

580 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VHS OF MICHIGAN.

Plan sponsor

Name

VHS OF MICHIGAN

EIN

27-2396331

Address

3663 WOODWARD AVENUE · SUITE 200 · DETROIT, MI · 482012403

Phone

(313) 578-2063

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BANK OF NEW YORK	13-5160382	—	CUSTODIAL	$397K	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	ACTUARIAL/RECORDKEEPING

Investments

580 direct securities · 2 pooled funds· $568.5M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Bonds / Notes

$232.9M

488 holdings

Other securities

$169.4M

20 holdings

Common Collective Trust

$111.9M

2 holdings

Common Stock

$42.7M

63 holdings

U.S. Treasuries

$11.6M

9 holdings

					% of plan
LT GOVT BIF BNY MELLON · EIN 25-6078093 / PN 063	Common Collective Trust	—	$103.0M	$88.9M	15.5%
FIDELITY 500 INDEX FUND	Other securities	—	$21.3M	$31.7M	5.5%
NB SELECT OPP FUND IV CAYMAN	Other securities	—	$16.6M	$24.6M	4.3%
ACWI EXUS FUND BNY MELLON · EIN 25-6078093 / PN 193	Common Collective Trust	—	$20.3M	$23.0M	4.0%
BNY MELLON PARTNERSHIPS A10 USD FEEDER LP	Other securities	—	$14.0M	$22.0M	3.8%
Issuer BNY MELLON MUTUTAL FUNDS DREYFUS GOVT CAS MGMT INST 289 VAR RT 12/31/2075 DD 06/03/97	Other securities	—	$21.6M	$21.6M	3.8%
PARTNERS GR DIR EQ IV USD C-I LP	Other securities	—	$16.7M	$21.0M	3.7%
BLACKSTONE GROWTH LP	Other securities	—	$16.2M	$15.3M	2.7%
BROOKFIELD SPEC INV OFFSHR P LP	Other securities	—	$8.7M	$10.1M	1.8%
ARES SPEC OPP FD OFFSHORE LP	Other securities	—	$4.9M	$6.8M	1.2%
MILLENNIUM INTERNATIONAL LTD CLASS GG-2C1 SERIES 01A -	Common Stock	—	$5.0M	$6.4M	1.1%
FULLTHALER BEH S/C EQTY-R6	Other securities	—	$6.6M	$6.0M	1.1%
FIDELITY MID CAP INDX	Other securities	—	$4.2M	$5.5M	1.0%
U S TREASURY BOND 4.125% 08/15/2044 DD 08/15/24	U.S. Treasuries	—	$4.2M	$4.0M	0.7%
U S TREASURY BOND 4.625% 11/15/2044 DD 11/15/24	U.S. Treasuries	—	$2.8M	$2.7M	0.5%
BNY MELLON HEDGE FUNDS MILLENNIUM INTERNATIONAL LTD CLASS GG-2C1 SERIES 06A -	Common Stock	—	$2.4M	$2.6M	0.5%
CVS HEALTH CORP 5.050% 03/25/2048 DD 03/09/18	Bonds / Notes	—	$2.2M	$2.0M	0.3%
BANK OF AMERICA CORP VAR RT 08/15/2035 DD 08/15/24	Common Stock	—	$2.0M	$1.9M	0.3%
COMCAST CORP 3.400% 07/15/2046 DD 07/19/16	Bonds / Notes	—	$1.8M	$1.8M	0.3%
FLORIDA POWER & LIGHT CO 2.875% 12/04/2051 DD 11/18/21	Bonds / Notes	—	$1.8M	$1.7M	0.3%
U S TREASURY BOND 4.250% 08/15/2054 DD 08/15/24	U.S. Treasuries	—	$1.7M	$1.7M	0.3%
DREYFUS GOVT CAS MGMT INST 289 VAR RT 12/31/2075 DD 06/03/97	Other securities	—	$1.6M	$1.6M	0.3%
AT&T INC 3.500% 09/15/2053 DD 03/15/21	Bonds / Notes	—	$1.5M	$1.6M	0.3%
BURLINGTON NORTHERN SANTA FE L 5.200% 04/15/2054 DD 06/09/23	Bonds / Notes	—	$1.6M	$1.6M	0.3%
MEXICO GOVERNMENT INTERNATIONA 4.750% 03/08/2044 DD 03/08/12	Bonds / Notes	—	$1.7M	$1.6M	0.3%
KINDER MORGAN ENERGY PARTNERS 6.500% 09/01/2039 DD 09/16/09	Bonds / Notes	—	$1.4M	$1.5M	0.3%
U S TREASURY BOND 4.625% 11/15/2044 DD 11/15/24	U.S. Treasuries	—	$1.5M	$1.5M	0.3%
UNITEDHEALTH GROUP INC 4.750% 05/15/2052 DD 05/20/22	Bonds / Notes	—	$1.5M	$1.5M	0.3%
AT&T INC 3.500% 09/15/2053 DD 03/15/21	Bonds / Notes	—	$1.4M	$1.4M	0.3%
WELLS FARGO & CO VAR RT 10/23/2034 DD 10/23/23	Common Stock	—	$1.3M	$1.4M	0.2%
CISCO SYSTEMS INC 5.300% 02/26/2054 DD 02/26/24	Bonds / Notes	—	$1.4M	$1.4M	0.2%
M&T BANK CORP VAR RT 01/16/2036 DD 12/17/24	Common Stock	—	$1.4M	$1.3M	0.2%
ELI LILLY & CO 3.950% 03/15/2049 DD 02/22/19	Bonds / Notes	—	$1.3M	$1.3M	0.2%
UNITEDHEALTH GROUP INC 5.625% 07/15/2054 DD 07/25/24	Bonds / Notes	—	$1.4M	$1.3M	0.2%
ENTERPRISE PRODUCTS OPERATING 3.700% 01/31/2051 DD 01/15/20	Bonds / Notes	—	$1.4M	$1.3M	0.2%
ALEXANDRIA REAL ESTATE EQUITIE 3.000% 05/18/2051 DD 02/18/21	Bonds / Notes	—	$1.3M	$1.3M	0.2%
ROCHE HOLDINGS INC 144A 5.218% 03/08/2054 DD 03/08/24	Bonds / Notes	—	$1.4M	$1.3M	0.2%
WELLS FARGO & CO VAR RT 06/02/2028 DD 06/02/20	Common Stock	—	$1.4M	$1.3M	0.2%
ELEVANCE HEALTH INC 5.650% 06/15/2054 DD 05/30/24	Bonds / Notes	—	$1.3M	$1.3M	0.2%
Issuer VIRGINIA ELECTRIC AND POWER CO 5.700% 08/15/2053 DD 08/10/23	Bonds / Notes	—	$1.3M	$1.3M	0.2%
TOTALENERGIES CAPITAL INTERNAT 3.127% 05/29/2050 DD 05/29/20	Bonds / Notes	—	$1.4M	$1.3M	0.2%
NEWMONT CORP / NEWCREST FINANC 5.350% 03/15/2034 DD 03/07/24	Bonds / Notes	—	$1.2M	$1.2M	0.2%
JPMORGAN CHASE & CO VAR RT 11/19/2041 DD 11/19/20	Common Stock	—	$1.3M	$1.2M	0.2%
KENTUCKY UTILITIES CO 4.375% 10/01/2045 DD 09/28/15	Bonds / Notes	—	$1.3M	$1.2M	0.2%
GENERAL DYNAMICS CORP 4.250% 04/01/2040 DD 03/25/20	Bonds / Notes	—	$1.3M	$1.2M	0.2%
AGREE LP 5.625% 06/15/2034 DD 05/13/24	Bonds / Notes	—	$1.2M	$1.2M	0.2%
VIATRIS INC 3.850% 06/22/2040 DD 06/22/21	Bonds / Notes	—	$1.0M	$1.2M	0.2%
AMEREN ILLINOIS CO 3.700% 12/01/2047 DD 11/28/17	Bonds / Notes	—	$1.2M	$1.2M	0.2%
BANK OF AMERICA CORP VAR RT 04/23/2040 DD 04/23/19	Common Stock	—	$1.2M	$1.2M	0.2%
UNIV OF CALIFORNIA CA RGTS MED 6.548% 05/15/2048 DD 11/18/10	Bonds / Notes	—	$1.2M	$1.2M	0.2%

1–50 of 582

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