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Original filing (PDF)20250616170009NAL0000549267001
BOARD OF TRUSTEES MICHIGAN LABORERS' VACATION FUND
Form 5500
FILING_RECEIVED
MICHIGAN LABORERS' VACATION FUND
Health & welfare plan
Signals · 3
~101 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
11,343
Accounts w/ balance
—
Plan assets (EOY)
$35.0M
Net assets (EOY)
$3.9M
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
- 101 bps in Schedule C fees — 247% above peer band of 29 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 MICHIGAN LABORERS' VACATION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES MICHIGAN LABORERS' VACATION FUND
EIN
38-2106864
Address
6452 MILLENNIUM DR, STE 100 · LANSING, MI · 48917
Phone
(877) 645-2267
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELFARE & PENSION ADMINISTRATION | 91-1363171 | — | NONE | $243K | — |
| PNC BANK | — | WILMINGTON, DE | NONE | $39K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $28K | — |
| WATKINS PAWLICK CALATI & PRIFTI PC | 83-2893229 | — | NONE | $21K | — |
| MICHIGAN LABORERS FBF JDC | 34-2013845 | — | NONE | $7K | — |
| CLIFTONLARSONALLEN | — | MAUMEE, OH | NONE | $7K | — |
| PRINT TIME | — | KANSAS CITY, MO | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.