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Original filing (PDF)20251013125540NAL0002888338001
HEALTH ALLIANCE PLAN OF MICHIGAN
Form 5500
FILING_RECEIVED
HEALTH ALLIANCE PLAN & POPULANCE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,046
Accounts w/ balance
1,309
Plan assets (EOY)
$141.4M
Net assets (EOY)
$141.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
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) 874-5162
Industry
Finance & Insurancesee all
Plan administrator
Name
HENRY FORD HEALTH SYSTEM
EIN
38-1357020
City
DETROIT, MI
Phone
(313) 876-8495
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GJC CPA'S & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $50K | — |
| GJC CPA'S & ADVISORS | 38-2029668 | — | NONE | $19K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $11K | — |
Investments
3 direct securities · 13 pooled funds· $139.6M(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.
Common Collective Trust
$132.9M
13 holdings
Uncategorized
$6.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SMARTRETIREMENT PSV BLND 2035 JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $23.7M | 16.8% | |
| TOTAL STOCK MARKET IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $23.4M | 16.5% | |
| SMARTRETIREMENT PSV BLND 2030 JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $21.0M | 14.8% | |
| SMARTRETIREMENT PSV BLND 2025 JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $17.7M | 12.5% | |
| SMARTRETIREMENT PSV BLND 2040 JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $13.6M | 9.6% | |
| SMARTRETIREMENT PSV BLND 2045 JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $9.8M | 6.9% | |
| SMARTRETIREMENT PSV BLND INCOME JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $6.8M | 4.8% | |
| SMARTRETIREMENT PSV BLND 2050 JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $6.4M | 4.5% | |
| SMARTRETIREMENT PSV BLND 2055 JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $3.9M | 2.8% | |
| percent to 9.50 percent -0- | — | — | — | $3.7M | 2.6% | |
| TOTAL INTL STOCK MRKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.8% | |
| Vanguard Federal Money Market Fund 2,236,872 shares (a) | — | — | — | $2.2M | 1.6% | |
| TOTAL BOND MARKET IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $2.1M | 1.5% | |
| SMARTRETIREMENT PSV BLND 2060 JPMORGAN CHASE BANK, N.A. · EIN 84-2507352 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.0% | |
| Empower Self-Directed Brokerage Various participant- Accounts directed holdings (a) | — | — | — | $792K | 0.6% | |
| SMARTRETIREMENT PSV BLND 2065 JPMORGAN CHASE BANK, N.A. · EIN 92-0325611 / PN 001 | Common Collective Trust | — | — | $589K | 0.4% |