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Original filing (PDF)20250709085115NAL0004595697001
BOARD OF TRUSTEES IUOE LOCAL 324 HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 HEALTH & WELFARE FUND
Health & welfare plan
Signals · 1
13 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
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)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IUOE LOCAL 324 HEALTH & WELFARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES IUOE LOCAL 324 HEALTH & WELFARE FUND
EIN
38-2243531
Address
700 TOWER DR. · SUITE 300 · TROY, MI · 48098
Phone
(248) 641-4915
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-09
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
4Q · Other
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MICHIGAN | 38-2069753 | — | NONE KNOWN | $239K | — |
| BENESYS, INC. | 38-2383171 | — | NONE KNOWN | $195K | — |
| DELTA DENTAL OF MICHIGAN | 38-1791480 | — | NONE KNOWN | $105K | — |
| BENEFITS PARTNER LLC DBA SALUS GRP | 20-2024076 | — | NONE KNOWN | $53K | — |
| WEISMAN, YOUNG & RUEMENAPP, P.C. | 38-2590458 | — | NONE KNOWN | $51K | — |
| CVS PHARMACY, INC. | 05-0340626 | — | NONE KNOWN | $42K | — |
| STEFANSKY, HOLLOWAY, & NICHOLS, INC | 38-2388845 | — | NONE KNOWN | $23K | — |
| FIDELITY SECURITY LIFE INSURANCE CO | 43-0949844 | — | NONE KNOWN | $11K | — |
| UNITED ACTUARIAL SERVICES, INC. | 35-2156428 | — | NONE KNOWN | $10K | — |
| BOSTON TRUST WALDEN COMPANY | 04-2273811 | — | NONE KNOWN | $8K | — |
| AMERICAN GRAPHICS PRINTING CO. | — | CLINTON TOWNSHIP, MI | NONE KNOWN | $7K | — |
| NEPC, LLC | 26-1429809 | — | NONE KNOWN | $6K | — |
| COMERICA BANK | 42-1741646 | — | NONE KNOWN | $5K | — |
Investments
1 pooled fund· $0
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 |
|---|---|---|---|
| THE UNION LABOR LIFE INS CO SEP ACC THE UNION LABOR LIFE INSURANCE COMPANY · EIN 13-1423090 / PN 210 | Pooled Separate Account | $0 | — |