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Original filing (PDF)20250616073007NAL0000352723001
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' PENSION FUND
Form 5500
FILING_RECEIVED
MICHIGAN CARPENTERS' PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
3,894
Accounts w/ balance
—
Plan assets (EOY)
$724.7M
Net assets (EOY)
$722.5M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 21 bps in Schedule C fees — 247% 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 BOARD OF TRUSTEES, MICHIGAN CARPENTERS' PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES, MICHIGAN CARPENTERS' PENSION FUND
EIN
38-6233978
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(517) 321-7502
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
1B · Flat-dollar DB formula
Welfare benefit codes
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIC INTERNATIONAL | 13-2600875 | — | NONE | $524K | — |
| REINHART PARTNERS, INC. | 39-1711628 | — | NONE | $215K | — |
| CLARKSTON CAPITAL | 83-0473650 | — | NONE | $203K | — |
| NEPC , LLC | 83-0473650 | — | NONE | $200K | — |
| JENNIFER MAGWOOD | 38-6233978 | — | EMPLOYEE OF THE FUND | $98K | — |
| WATKINS PAWLICK CALATI & PRIFITI PC | 83-2893229 | — | NONE | $76K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $67K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $31K | — |
| TRADE SOLUTIONS | — | CLARKSTON, MI | NONE | $29K | — |
| COMERICA BANK | 38-6222545 | — | NONE | $25K | — |
| PAYCHEX OF NEW YORK LLC | 16-1470238 | — | NONE | $13K | — |
| PIPER JAFFRAY & CO | — | MINNEAPOLIS, MN | NONE | $10K | — |
| STIFEL NICOLAUS & COMPANY | — | ST. LOUIS, MO | NONE | $10K | — |
| DBI BUSINESS INTERIORS | — | LANSING, MI | NONE | $9K | — |
| SEGAL SELECT | 16-1470238 | — | NONE | $0 | — |
Investments
5 pooled funds· $27.4M(4% 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
$23.8M
4 holdings
Pooled Separate Account
$3.6M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EMERGING MARKET SMALL CAP GROWTH WILLIAM BLAIR · EIN 27-6331814 / PN 010 | Common Collective Trust | $10.1M | 1.4% |
| MULTI EMPLOYER PROPERTY TRUST NEW TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $5.6M | 0.8% |
| SHORT TERM INVESTMENT TRUST COMERICA · EIN 38-2217511 / PN 001 | Common Collective Trust | $4.5M | 0.6% |
| AFL-CIO HOUSING INVESTMENT TRUST PNC GLOBAL INVESTMENT · EIN 52-6220193 / PN 001 | Common Collective Trust | $3.6M | 0.5% |
| SEPARATE ACCOUNT J THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 203 | Pooled Separate Account | $3.6M | 0.5% |