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Original filing (PDF)20251008163008NAL0003150291001
MUNSON HEALTHCARE
Form 5500
FILING_RECEIVED
MUNSON RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
740
Accounts w/ balance
—
Plan assets (EOY)
$371.2M
Net assets (EOY)
$370.8M
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
- 42 bps in Schedule C fees — 324% above peer band of 10 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 MUNSON HEALTHCARE.
Plan sponsor
Name
MUNSON HEALTHCARE
EIN
38-2640544
Address
1105 SIXTH STREET · TRAVERSE CITY, MI · 496842386
Phone
(231) 935-5000
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK, N.A. | 22-1146430 | — | TRUSTEE | $68K | — |
Other
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EAGLE CAPITAL MANAGEMENT LLC | 22-3361201 | — | NONE | $312K | — |
| MACQUARIE INVESTMENT MANAGEMENT | 23-2859590 | — | NONE | $300K | — |
| WILLIAM BLAIR INVT MGT, LLC | 47-2614791 | — | NONE | $169K | — |
| WEDGE CAPITAL MANAGEMENT, LLP | 56-1557450 | — | NONE | $168K | — |
| DF DENT & CO. | 52-1045317 | — | NONE | $125K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $108K | — |
| JP MORGAN INVESTMENT MGT INC | 13-3200244 | — | NONE | $100K | — |
| COHEN & STEERS CAPITAL MGT, INC | 13-3353336 | — | NONE | $83K | — |
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $70K | — |
| AILERON LTD | 38-3104483 | — | NONE | $39K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE | $17K | — |
| WARNER NORCROSS + JUDD LLP | 38-1422647 | — | NONE | $14K | — |
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.