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Original filing (PDF)20251006122155NAL0003628817001
MYMICHIGAN HEALTH
Form 5500
FILING_RECEIVED
MYMICHIGAN HEALTH PENSION PLAN FOR ARMC EMPLOYEES
Defined-benefit pension plan
Active participants
54
Accounts w/ balance
—
Plan assets (EOY)
$193.3M
Net assets (EOY)
$193.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
13 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MYMICHIGAN HEALTH.
Plan sponsor
Name
MYMICHIGAN HEALTH
EIN
38-2459948
Address
4000 WELLNESS DRIVE · MIDLAND, MI · 48670
Phone
(989) 839-3937
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $93K | — |
| LGIM | 20-8058531 | — | NONE | $85K | — |
| BNY MELLON | 13-5160382 | — | NONE | $28K | — |
Investments
8 direct securities · 5 pooled funds· $193.0M(100% 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
$89.0M
4 holdings
Uncategorized
$87.0M
8 holdings
103-12 Investment Entity
$16.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO Long-Term Credit Bond Inst | — | — | $35.3M | $29.1M | 15.1% | |
| LG LONG DUR US CREDIT CIT FUND RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 020 | Common Collective Trust | — | $30.3M | $28.8M | 14.9% | |
| BLACKROCK LONG TERM CREDIT BD INDX BLACKROCK INST TRUST COMPANY · EIN 94-3118550 / PN 001 | Common Collective Trust | — | $27.8M | $25.8M | 13.3% | |
| BLACKROCK US DEBT INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6589507 / PN 001 | Common Collective Trust | — | $17.1M | $18.5M | 9.6% | |
| NCS GROUP TRUST - GLOBAL FUND BNY MELLON INVESTMENT MANAGEMENT CAYMAN LTD · EIN 76-6192146 / PN 003 | 103-12 Investment Entity | — | $9.4M | $16.9M | 8.8% | |
| iShares Total U.S. Stock Market Index Fund - Class K | — | — | $8.1M | $16.9M | 8.7% | |
| US STRIPS 20+ YEAR BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-3227381 / PN 001 | Common Collective Trust | — | $17.5M | $16.0M | 8.3% | |
| BNY Mellon, N.A. iShares MSCI Total International index Fund - Class K | — | — | — | $14.1M | 7.3% | |
| BNY Mellon, N.A. CBRE U.S. Core Partners, LP | — | — | $10.0M | $9.7M | 5.0% | |
| PIMCO Diversified Income Fund | — | — | $9.3M | $8.6M | 4.4% | |
| PGIM PRISA LP | — | — | $7.2M | $6.2M | 3.2% | |
| BNY Mellon, N.A. Money market fund - Federal Government Obligation Fund | — | — | $1.3M | $1.3M | 0.7% | |
| Lion Industrial Trust Properties LP | — | — | $1.1M | $1.1M | 0.6% |