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Original filing (PDF)20250616121508NAL0002230258001
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' HEALTH CARE FUND
Form 5500
FILING_RECEIVED
MICHIGAN CARPENTERS' HEALTH CARE FUND
Health & welfare plan
Signals · 2
~722 bps in Sched C fees13 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$27.7M
Net assets (EOY)
$13.6M
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 722 bps in Schedule C fees — 2389% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
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 BOARD OF TRUSTEES, MICHIGAN CARPENTERS' HEALTH CARE FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' HEALTH CARE FUND
EIN
38-6058383
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(517) 321-7502
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIC INTERNATIONAL CORP | 13-2600875 | — | NONE | $770K | — |
| INDEPENDENT ADMINISTRATORS - BCBS | — | PHILADELPHIA, PA | NONE | $609K | — |
| EXPRESS SCRIPTS | — | ST. LOUIS, MO | NONE | $280K | — |
| DELTA DENTAL | 38-1791480 | — | NONE | $85K | — |
| SALUS GROUP | 38-6233978 | — | NONE | $61K | — |
| TRADE SOLUTIONS | — | CLARKSTON, MI | NONE | $44K | — |
| MICHIGAN CARPENTERS PENSION FUND | 38-6233978 | — | NONE | $36K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $31K | — |
| SEGALL BRYAN & HAMILL | 41-1788385 | — | NONE | $27K | — |
| WATKINS,PAWLICK,CALATI & PRIFTI PC | 83-2893229 | — | NONE | $25K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $14K | — |
| DBI BUSINESS INTERIORS | — | LANSING, MI | NONE | $9K | — |
| COMERICA BANK | 38-6222545 | — | NONE | $8K | — |
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.