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Original filing (PDF)20260109084507NAL0003817843001
JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND
Form 5500
FILING_RECEIVED
MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
17,503
Accounts w/ balance
17,503
Plan assets (EOY)
$530.6M
Net assets (EOY)
$527.5M
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
- 49 bps in Schedule C fees — 716% above peer band of 6 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 JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND.
Plan sponsor
Name
JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUND
DBA
MRCC ANNUITY FUND
EIN
38-3240423
Address
P.O. BOX 4540 · TROY, MI · 480994540
Phone
(248) 641-4950
Industry
Constructionsee all
Plan administrator
Name
BENESYS, INC.
EIN
38-2383171
City
TROY, MI
Phone
(248) 813-9800
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-09
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
BULTYNCK & CO., P.L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARISTOTLE CAPITAL MANAGEMENT | 95-4833644 | LOS ANGELES, CA | NONE | $542K | — |
| MORGAN STANLEY GLOBAL BANKING | 13-2919773 | TROY, MI | NONE | $443K | — |
| BENESYS, INC. | 38-2383171 | TROY, MI | NONE | $380K | — |
| BOYD WATTERSON ASSET MANAGEMENT | 34-1922005 | — | NONE | $316K | — |
| LOOMIS SAYLES & COMPANY | 04-3200030 | BOSTON, MA | NONE | $209K | — |
| NOVARA LAW GROUP PLLC | 38-3763096 | TROY, MI | NONE | $175K | — |
| CARPENTERS FRINGE BENEFIT FUNDS JDC | 38-3345174 | NORTHVILLE, MI | NONE | $115K | — |
| REINHART PARTNERS, INC. | 39-1711628 | MEQUON, WI | NONE | $111K | — |
| MADISON INVESTMENT ADVISORS | 54-2050385 | MADISON, WI | NONE | $106K | — |
| CAPITAL RESEARCH AND MANAGEMENT | 95-1411037 | LOS ANGELES, CA | NONE | $59K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | NEW YORK, NY | NONE | $54K | — |
| AMERICAN GRAPHICS PRINTING CO | 38-2090031 | CLINTON TOWNSHIP, MI | NONE | $50K | — |
| BULTYNCK & CO., PLLC | 20-3920878 | CLINTON TOWNSHIP, MI | NONE | $32K | — |
| TIC INTERNATIONAL CORPORATION | 13-2600875 | — | NONE | $7K | — |
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.