Original filing (PDF)20251011164506NAL0005190819001

TRUSTEES OF MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

Name: TRUSTEES OF MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND — MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND, Form 5500 (2024)
Creator: TRUSTEES OF MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

Form 5500

FILING_RECEIVED

MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

Health & welfare plan

Signals · 4

48% in single holding48% employer stock~721 bps in Sched C fees8 service providers

Active participants

561

Accounts w/ balance

—

Plan assets (EOY)

$10.3M

Net assets (EOY)

$5.2M

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (1st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND.

Plan sponsor

Name

TRUSTEES OF MICHIGAN TROWEL TRADES HEALTH AND WELFARE FUND

EIN

38-6238055

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

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4L · Death Benefits (other than life insurance)

4T · Long-Term Care

4U · Dependent Care

Audit & trust (Schedule H)

Service providers (Schedule C)

8 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUE CROSS BLUE SHIELD OF MICHIGAN	38-2069753	—	NONE	$538K	—
TIC INTERNATIONAL	13-2600875	—	NONE	$126K	—
STEFANSKY, HOLLOWAY, NICHOLS, INC.	38-2388845	—	NONE	$25K	—
BENDA, GRACE, STULZ & COMPANY PC

Investments

5 direct securities· $7.8M(76% of reported assets)

Common Stock

$3.7M

1 holding

Other securities

$3.6M

3 holdings

Mutual Funds

$455K

1 holding

					% of plan
Baird Core Plus Bond Fund Instl CL SHS	Common Stock	—	$3.7M	$3.7M	36.3%
Baird Aggregate Bond Fund	Other securities	—	$2.7M	$2.7M	26.2%
Vanguard Total Bond Market Index 10 Vanguard Total Stock Market Index	Other securities	—	$493K	$894K	8.7%
S Nuveen Floating Rate Income Fund	Mutual Funds	—	$476K	$455K	4.4%
Comerica Bank Goldman Sachs FS Government Fund	Other securities	—	$27K	$27K	0.3%

1–5 of 5

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$894K TIAA / Nuveen$455K Goldman Sachs$27K

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