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Original filing (PDF)20250910092831NAL0034875472001
THE BOARD OF TRUSTEES OF THE MI. GLASS & GLAZING INSURANCE PLAN
Form 5500
FILING_RECEIVED
MICHIGAN GLASS & GLAZING INDUSTRY WELFARE INSURANCE PLAN
Health & welfare plan
Signals · 3
~658 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
295
Accounts w/ balance
—
Plan assets (EOY)
$8.8M
Net assets (EOY)
$6.6M
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
- 658 bps in Schedule C fees — 1165% above peer band of 52 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 THE BOARD OF TRUSTEES OF THE MI. GLASS & GLAZING INSURANCE PLAN.
Plan sponsor
Name
THE BOARD OF TRUSTEES OF THE MI. GLASS & GLAZING INSURANCE PLAN
EIN
38-6058023
Address
700 TOWER DRIVE SUITE 300 · TROY, MI · 480982808
Phone
(248) 813-9800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4E · Vision
4F · Temporary Disability (accident and sickness)
4D · Dental
Audit & trust (Schedule H)
Auditor
WRUBEL WESLEY AND COMPANY C.P.A.'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 38-2069753 | — | NONE | $355K | — |
| BENESYS | 38-2383171 | — | NONE | $93K | — |
| LEGACY PARTNERS INSURANCE SERVICES | — | FARMINGTON, MI | NONE | $44K | — |
| WATKINS, PAWLICK, CALATI & PRIFTI P | — | MADISON HEIGHTS, MI | NONE | $32K | — |
| PNC BANK | — | KALAMAZOO, MI | NONE | $15K | — |
| THE SEGAL COMPANY | 06-0839113 | — | NONE | $11K | — |
| MORGAN STANLEY SMITH BARNEY | 13-2655998 | — | NONE | $10K | — |
| WRUBEL WESLEY AND COMPANY C.P.A.'S | 38-2574238 | — | NONE | $8K | — |
| AMERICAN GRAPHICS PRINTING | — | CLINTON TOWNSHIP, MI | NONE | $7K | — |
| STEFANSKY AND HOLLOWAY | — | NORTHVILLE, MI | NONE | $6K | — |
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.