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Original filing (PDF)20250409104507NAL0022098129001
BOARD OF TRUSTEES MICHIANA AREA ELECTRICAL WORKERS PENSION FUND
Form 5500
FILING_RECEIVED
MICHIANA AREA ELECTRICAL WORKERS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed16 service providers
Active participants
838
Accounts w/ balance
—
Plan assets (EOY)
$206.4M
Net assets (EOY)
$204.6M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 324% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES MICHIANA AREA ELECTRICAL WORKERS PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES MICHIANA AREA ELECTRICAL WORKERS PENSION FUND
EIN
35-6269273
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(517) 321-7502
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, INC | 26-4310632 | — | NONE | $150K | — |
| STRONG CAPITAL MANAGEMENT | 39-1213042 | — | NONE | $129K | — |
| LAZARD ASSET MANAGEMENT | 13-5545100 | — | NONE | $105K | — |
| BOSTON PARTNERS | — | BOSTON, MA | NONE | $94K | — |
| FOUNDRY PARTNERS | 46-1184506 | — | NONE | $64K | — |
| TIC INTERNANTIONAL CORPOATION | 13-2600875 | — | NONE | $63K | — |
| SILVERCREST ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $51K | — |
| AMALGA TRUST COMPANY | 36-9721895 | — | NONE | $47K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $36K | — |
| POLEN CAPITAL MANAGEMENT | — | BOCA RATON, FL | NONE | $36K | — |
| FIERA CAPITAL | 38-1198068 | — | NONE | $35K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $24K | — |
| MAY OBERFELL & LORBER | 35-0914880 | — | NONE | $18K | — |
| LEDBETTER PARISI, LLC | 03-0599899 | — | NONE | $16K | — |
| MARCO CONSULTING GROUP | 36-3555078 | — | NONE | $6K | — |
| TRADE SOLUTIONS | — | CLARKSTON, MI | — | $0 | — |
Investments
2 pooled funds· $4.4M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST · EIN 52-6257033 / PN 006 | Common Collective Trust | $2.9M | 1.4% |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $1.5M | 0.7% |