Original filing (PDF)20251015081754NAL0004326993001

MICHIGAN TEAMSTERS JOINT COUNCIL 43 AND ITS AFFILIATES

Name: MICHIGAN TEAMSTERS JOINT COUNCIL 43 AND ITS AFFILIATES — SEVERANCE PAY PLAN OF MICHIGAN TEAMSTERS JOINT COUNCIL 43 AND ITS AFFILIATES, Form 5500 (2024)
Creator: MICHIGAN TEAMSTERS JOINT COUNCIL 43 AND ITS AFFILIATES

Form 5500

FILING_RECEIVED

SEVERANCE PAY PLAN OF MICHIGAN TEAMSTERS JOINT COUNCIL 43 AND ITS AFFILIATES

Defined-benefit pension plan

Signals · 2

27% in single holding~200 bps in Sched C fees

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

How this plan invests

This plan

77 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHIGAN TEAMSTERS JOINT COUNCIL 43 AND ITS AFFILIATES.

Plan sponsor

Name

MICHIGAN TEAMSTERS JOINT COUNCIL 43 AND ITS AFFILIATES

EIN

38-6304341

Address

2741 TRUMBULL AVENUE · DETROIT, MI · 482161270

Phone

(313) 965-2025

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

SHINDEL ROCK & ASSOCIATES, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	NONE	$54K	—
SEGAL	13-1975125	—	NONE	$46K	—
SHINDEL ROCK & ASSOCIATES, P.C.	38-2954392	—	NONE	$24K	—

Investments

77 direct securities· $3.2M(51% of reported assets)

Other securities

$2.9M

76 holdings

Cash / Money Market

$283K

1 holding

					% of plan
Carrying Value	Other securities	—	—	$849K	13.7%
Carrying Value	Other securities	—	—	$392K	6.3%
Market Value Market Value $371,896.87	Other securities	—	$372K	$372K	6.0%
Carrying Value	Other securities	—	—	$325K	5.2%
S000 Share Savings Cash Account 6 S018 Draft Checking Cash Account	Cash / Money Market	—	$283K	$283K	4.6%
the C D For	Other securities	—	—	$170K	2.7%
Carrying Value Carrying Value Carrying Value	Other securities	—	—	$165K	2.7%
Assets Percentage	Other securities	—	—	$50K	0.8%
F Market Value	Other securities	—	—	$49K	0.8%
&/1-"/ 4FFUIF"DDPNQBOZJOHOEFQFOEFOU"VEJUPSTh3FQPSU Face Value38,000.0031,000.0032,000.0083,000.0014,000.0019,000.0053,000.0051,000.00	Other securities	—	—	$47K	0.8%
the C D For	Other securities	—	—	$40K	0.6%
Market Value	Other securities	—	—	$38K	0.6%
E	Other securities	—	—	$22K	0.4%
F Market Value Market Value	Other securities	—	—	$20K	0.3%
Market Value Market Value	Other securities	—	—	$19K	0.3%
E	Other securities	—	$13K	$19K	0.3%
F	Other securities	—	$15K	$17K	0.3%
E	Other securities	—	—	$15K	0.2%
E	Other securities	—	$18K	$12K	0.2%
E	Other securities	—	$19K	$12K	0.2%
E	Other securities	—	$10K	$12K	0.2%
E	Other securities	—	$12K	$10K	0.2%
F	Other securities	—	—	$10K	0.2%
E	Other securities	—	$10K	$10K	0.2%
Gain/(Loss)1,506.55 2,741.141,354.32	Other securities	—	—	$10K	0.2%
&/1-"/ 4FFUIF"DDPNQBOZJOHOEFQFOEFOU"VEJUPSTh3FQPSU Face Value	Other securities	—	$4K	$9K	0.1%
the C D For	Other securities	—	—	$9K	0.1%
F 1,514.373,342.079,634.516,388.423,251.899,303.846,011.281,753.688,741.302,261.945,885.281,862.641,968.391,070.	Other securities	—	—	$9K	0.1%
Original Total Cost	Other securities	—	$7K	$8K	0.1%
F 3,867.51	Other securities	—	$7K	$8K	0.1%
&/1-"/ 4FFUIF"DDPNQBOZJOHOEFQFOEFOU"VEJUPSTh3FQPSU Face Value	Other securities	—	—	$8K	0.1%
Original	Other securities	—	—	$8K	0.1%
Original Total Cost	Other securities	—	—	$7K	0.1%
UnrealizedGain/(Loss)	Other securities	—	$1K	$7K	0.1%
Original Total Cost	Other securities	—	—	$7K	0.1%
Total Cost1,909.194,395.096,583.004,742.761,372.478,664.084,970.601,240.763,289.841,723.344,418.302,974.08 1,084.	Other securities	—	—	$7K	0.1%
UnrealizedGain/(Loss)6,239.58 1,119.15 (4,464.37)7,366.84	Other securities	—	$2K	$5K	<0.1%
UnrealizedGain/(Loss)	Other securities	—	-$2K	$5K	<0.1%
Gain/(Loss)	Other securities	—	$1K	$5K	<0.1%
Market Value635,495.58276,973.37276,973.37144,361.73144,361.73 Market Value	Other securities	—	$4K	$4K	<0.1%
Gain/(Loss)2,613.89	Other securities	—	$1K	$4K	<0.1%
UnrealizedGain/(Loss) 1,352.288,242.11 1,178.781,918.88	Other securities	—	—	$4K	<0.1%
UnrealizedGain/(Loss)(4,819.58) 2,031.193,267.99	Other securities	—	—	$4K	<0.1%
Market Value F 2,029.24 3,212.12 3,591.399,264.59	Other securities	—	—	$4K	<0.1%
Gain/(Loss)	Other securities	—	$1K	$4K	<0.1%
"''-"5&4 %FDFNCFS	Other securities	—	—	$4K	<0.1%
UnrealizedGain/(Loss)	Other securities	—	—	$4K	<0.1%
Gain/(Loss)	Other securities	—	-$3K	$4K	<0.1%
Carrying Value E	Other securities	—	—	$3K	<0.1%
E Total Cost2,211.882,885.128,960.62 1,798.202,405.482,153.367,601.422,388.532,548.42 3,325.32 4,095.091,667.	Other securities	—	—	$3K	<0.1%