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Original filing (PDF)20260114123809NAL0015741345001

TRUSTEES OF MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND

Form 5500
FILING_RECEIVED
MCTWF ACTIVES PLAN
Health & welfare plan
Signals · 3
~300 bps in Sched C feesNo recordkeeper disclosed109 service providers
Active participants
16,791
Accounts w/ balance
—
Plan assets (EOY)
$662.0M
Net assets (EOY)
$611.7M
How this plan invests
This plan
1 collective trust
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
  • 300 bps in Schedule C fees — 4901% above peer band of 6 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 TRUSTEES OF MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND.
Plan sponsor
Name
TRUSTEES OF MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND
EIN
38-1328578
Address
2700 TRUMBULL AVENUE · DETROIT, MI · 48216
Phone
(313) 964-2400
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4T · Long-Term Care
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

109 rows
TPA / Administrator
89
NameEINLocationRelationDirect compIndirect comp
KYLE STALLMAN38-1328578—EMPLOYEE OF PLAN ADMIN$352K—
WILLIAM DEIGHTON38-1328578—EMPLOYEE OF PLAN ADMIN$221K—
BRYAN CARNEY38-1328578—EMPLOYEE OF PLAN ADMIN$189K—
SANDY BOWMAN-CLAUS38-1328578—EMPLOYEE OF PLAN ADMIN$169K—
GAIL WILSON38-1328578—EMPLOYEE OF PLAN ADMIN$155K—
VISHAL SHARMA38-1328578—EMPLOYEE OF PLAN ADMIN$153K—
JASEN STAGNER38-1328578—EMPLOYEE OF PLAN ADMIN$128K—
TODD GRAHAM38-1328578—EMPLOYEE OF PLAN ADMIN$127K—
ELLIOTT QUICK38-1328578—EMPLOYEE OF PLAN ADMIN$125K—
HUA LI38-1328578—EMPLOYEE OF PLAN ADMIN$123K—
CYNTHIA BOETTNER38-1328578—EMPLOYEE OF PLAN ADMIN$122K—
MARK GUENTHER38-1328578—EMPLOYEE OF PLAN ADMIN$121K—
ERICA MILLER38-1328578—EMPLOYEE OF PLAN ADMIN$117K—
KENNETH MILLER38-1328578—EMPLOYEE OF PLAN ADMIN$115K—
DANIELLA JANCESKI38-1328578—EMPLOYEE OF PLAN ADMIN$113K—
CARLENE KNIGHT38-1328578—EMPLOYEE OF PLAN ADMIN$105K—
PATRICIA LAVIGNE38-1328578—EMPLOYEE OF PLAN ADMIN$104K—
AHMED YOUSSEF38-1328578—EMPLOYEE OF PLAN ADMIN$101K—
CAROL SHIREY38-1328578—EMPLOYEE OF PLAN ADMIN$100K—
SHERRYLN HALL38-1328578—EMPLOYEE OF PLAN ADMIN$100K—
MARISA FREEMAN38-1328578—EMPLOYEE OF PLAN ADMIN$92K—
DAWN LAWRENCE38-1328578—EMPLOYEE OF PLAN ADMIN$91K—
LAKAYA CAGGINS38-1328578—EMPLOYEE OF PLAN ADMIN$86K—
JAKE WROBEL38-1328578—EMPLOYEE OF PLAN ADMIN$84K—
RAMONA FRANTZ38-1328578—EMPLOYEE OF PLAN ADMIN$84K—
ANDREW BRYER38-1328578—EMPLOYEE OF PLAN ADMIN$83K—
KELLY MIKOLAJEWSKI38-1328578—EMPLOYEE OF PLAN ADMIN$83K—
KRISTI CRONK38-1328578—EMPLOYEE OF PLAN ADMIN$83K—
KARIA WILLIAMS38-1328578—EMPLOYEE OF PLAN ADMIN$81K—
KATHLEEN TRENT38-1328578—EMPLOYEE OF PLAN ADMIN$81K—
MELANIE PARYASKI38-1328578—EMPLOYEE OF PLAN ADMIN$81K—
ANNE MEAD38-1328578—EMPLOYEE OF PLAN ADMIN$80K—
ANDREW MORRISON38-1328578—EMPLOYEE OF PLAN ADMIN$79K—
LAWRENCE STRAUGHEN38-1328578—EMPLOYEE OF PLAN ADMIN$75K—
JENNIFER HENDERSON38-1328578—EMPLOYEE OF PLAN ADMIN$72K—
KAREN SHASTACHUK38-1328578—EMPLOYEE OF PLAN ADMIN$72K—
ARIFAH MIRZA38-1328578—EMPLOYEE OF PLAN ADMIN$71K—
ROBIN SCHMIDT38-1328578—EMPLOYEE OF PLAN ADMIN$69K—
CHARLOTTE LEDBETTER38-1328578—EMPLOYEE OF PLAN ADMIN$69K—
KIMBERLY MILLER38-1328578—EMPLOYEE OF PLAN ADMIN$69K—
TINA ULMER38-1328578—EMPLOYEE OF PLAN ADMIN$68K—
TANYA MUNAFO(NYBERG)38-1328578—EMPLOYEE OF PLAN ADMIN$67K—
PAUL ATWOOD38-1328578—EMPLOYEE OF PLAN ADMIN$66K—
DARKO JANCESKI38-1328578—EMPLOYEE OF PLAN ADMIN$66K—
DEVIN BROOKS38-1328578—EMPLOYEE OF PLAN ADMIN$65K—
LILLIAN GOSS38-1328578—EMPLOYEE OF PLAN ADMIN$65K—
NATHAN ANDERSON38-1328578—EMPLOYEE OF PLAN ADMIN$64K—
WILLIEMAE WATSON38-1328578—EMPLOYEE OF PLAN ADMIN$64K—
LISA HECHT38-1328578—EMPLOYEE OF PLAN ADMIN$64K—
AUTUMN SCHNEIDER38-1328578—EMPLOYEE OF PLAN ADMIN$63K—
CHRISTOPHER SHIREY38-1328578—EMPLOYEE OF PLAN ADMIN$62K—
SENA JARVIS38-1328578—EMPLOYEE OF PLAN ADMIN$62K—
JANICE PAWELSKI38-1328578—EMPLOYEE OF PLAN ADMIN$62K—
AARON ANDERSON38-1328578—EMPLOYEE OF PLAN ADMIN$62K—
CHRISTINE DEWAR38-1328578—EMPLOYEE OF PLAN ADMIN$61K—
BETHANY KOWALCZYK38-1328578—EMPLOYEE OF PLAN ADMIN$61K—
TINA PHILLIPS38-1328578—EMPLOYEE OF PLAN ADMIN$61K—
DAVID CHEEKS38-1328578—EMPLOYEE OF PLAN ADMIN$61K—
KATHY PARRIS38-1328578—EMPLOYEE OF PLAN ADMIN$61K—
STEPHANIE CICERO38-1328578—EMPLOYEE OF PLAN ADMIN$60K—
JANE PAWELSKI38-1328578—EMPLOYEE OF PLAN ADMIN$60K—
JUSTIN OGBURN38-1328578—EMPLOYEE OF PLAN ADMIN$60K—
DAMON SMITH38-1328578—EMPLOYEE OF PLAN ADMIN$60K—
DANIELLE BORA38-1328578—EMPLOYEE OF PLAN ADMIN$59K—
MICHELLE AVILA38-1328578—EMPLOYEE OF PLAN ADMIN$59K—
FRAN D'AMOUR38-1328578—EMPLOYEE OF PLAN ADMIN$58K—
NICOLE EVANCHO38-1328578—EMPLOYEE OF PLAN ADMIN$58K—
NANCY ELLIOTT38-1328578—EMPLOYEE OF PLAN ADMIN$58K—
ANGEL FAVORS38-1328578—EMPLOYEE OF PLAN ADMIN$58K—
MARTHA ZAVALA38-1328578—EMPLOYEE OF PLAN ADMIN$58K—
SAUNDRIA RICHARDSON38-1328578—EMPLOYEE OF PLAN ADMIN$58K—
MYYA HARRIS38-1328578—EMPLOYEE OF PLAN ADMIN$57K—
SHARON ISETT38-1328578—EMPLOYEE OF PLAN ADMIN$57K—
CYNTHIA BANKS38-1328578—EMPLOYEE OF PLAN ADMIN$57K—
KAREN CLARK38-1328578—EMPLOYEE OF PLAN ADMIN$57K—
MARY MACDONALD38-1328578—EMPLOYEE OF PLAN ADMIN$56K—
BRENDAN RING38-1328578—EMPLOYEE OF PLAN ADMIN$55K—
TAYLEIR LEWIS38-1328578—EMPLOYEE OF PLAN ADMIN$55K—
ABIGAIL VASQUEZ38-1328578—EMPLOYEE OF PLAN ADMIN$55K—
DESTINY THOMPKINS38-1328578—EMPLOYEE OF PLAN ADMIN$54K—
ANDREA LAVERTY38-1328578—EMPLOYEE OF PLAN ADMIN$54K—
ALICE REAUME38-1328578—EMPLOYEE OF PLAN ADMIN$53K—
KELLY BONO38-1328578—EMPLOYEE OF PLAN ADMIN$52K—
DEBORA JACKSON38-1328578—EMPLOYEE OF PLAN ADMIN$51K—
ANDREA FEICHTINGER38-1328578—EMPLOYEE OF PLAN ADMIN$49K—
AMANDA BENNETT38-1328578—EMPLOYEE OF PLAN ADMIN$49K—
KATHRYN VAUGHN38-1328578—EMPLOYEE OF PLAN ADMIN$46K—
DANIELLE SHANNON38-1328578—EMPLOYEE OF PLAN ADMIN$45K—
TOMIKA WALKER38-1328578—EMPLOYEE OF PLAN ADMIN$35K—
Other
20
NameEINLocationRelationDirect compIndirect comp
BLUE CROSS BLUE SHIELD OF MICHIGAN38-2069753—N/A$8.0M—
CENTRAL STATES PENSION FUND36-6044243—N/A$1.5M—
PRUDENTRX, LLC84-4560702—N/A$898K—
DELTA DENTAL PLAN OF MICHIGAN, INC.38-1791480—N/A$451K—
WILLIS TOWERS WATSON US LLC53-0181291—N/A$374K—
ZELIS COST MANAGEMENT BUYER, INC84-2694744—N/A$337K—
CAREMARK95-3382344—N/A$272K—
YOUNGSOFT, INC38-3274599—N/A$169K—
LAW OFFICES OF MICHAEL J. MILLS38-3043446—N/A$159K—
MDLIVE, INC45-4937055—N/A$88K—
RSM US LLP42-0714325—N/A$84K—
EYEMED86-0773195—N/A$63K—
CAROL IRVING—LEBANON, NJN/A$63K—
AON RISK SERVICES CENTRAL, INC38-0479530—N/A$43K—
WATKINS, PAWLICK, CALATI & PRIFTI,83-2893229—N/A$32K—
MADDIN, HOUSER, ROTH & HELLER PC38-3024220—N/A$14K—
UNITED MEDICAL VENTURES LLC DBA MAS30-0721463—N/A$10K—
CHILSON LAW OFFICE LLC83-3058650—N/A$8K—
CYBERSECOP LLC82-5102442—N/A$7K—
PATIENT FIRST MEDICAL CLINIC PC47-4895529—N/A$6K—

Investments

1 pooled fund· $610.0M(92% 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.

InvestmentTypeCurrent value% of plan
MCTWF MASTER TRUST
TRUSTEES OF MICHIGAN CONFERENCE OF TEAMSTERS WELFARE FUND · EIN 38-1328578 / PN 001
Master Trust
$610.0M92.1%