Original filing (PDF)20251013163606NAL0003711970001

HEALTH ALLIANCE PLAN OF MICHIGAN

Name: HEALTH ALLIANCE PLAN OF MICHIGAN — HEALTH ALLIANCE PLAN RETIREMENT PLAN, Form 5500 (2024)
Creator: HEALTH ALLIANCE PLAN OF MICHIGAN

Form 5500

FILING_RECEIVED

HEALTH ALLIANCE PLAN RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

274

Accounts w/ balance

—

Plan assets (EOY)

$52.1M

Net assets (EOY)

$52.0M

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

/ 100

Grade A

Top-tier plan health

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 HEALTH ALLIANCE PLAN OF MICHIGAN.

Plan sponsor

Name

HEALTH ALLIANCE PLAN OF MICHIGAN

EIN

38-2242827

Address

3031 W. GRAND BLVD. · SUITE 110 · DETROIT, MI · 48202

Phone

(313) 664-8131

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GJC CPA'S & ADVISORS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $51.0M(98% 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.