Original filing (PDF)20260215111506NAL0003739747001

Board of Trustees,Laborers Pension Trust Fund-Detroit and Vicinity

Name: Board of Trustees,Laborers Pension Trust Fund-Detroit and Vicinity — Form 5500 Plan 001 (2024)
Creator: Board of Trustees,Laborers Pension Trust Fund-Detroit and Vicinity
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Laborers Pension Trust Fund - Detroit and Vicinity

Defined-benefit pension plan · Board of Trustees,Laborers Pension Trust Fund-Detroit and Vicinity's Laborers Pension Trust Fund - Detroit and Vicinity held $886.1M in plan assets for 2,895 participants in 2024.

Signals · 3

40% in single holding12% employer stock14 service providers

Active participants

2,895

Accounts w/ balance

—

Plan assets (EOY)

$886.1M

Net assets (EOY)

$884.1M

People on this filing

Michael Aaron signed Board of Trustees,Laborers Pension Trust Fund-Detroit and Vicinity's 2024 Form 5500 as plan administrator.

Michael Aaron — Plan Administrator — Form 5500 signer
Rachelle Vandeventer — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Board of Trustees,Laborers Pension Trust Fund-Detroit and Vicinity's EIN is 51-6030973.

EIN 51-6030973

Plan number 001

Plan year 2024

ACK ID 20260215111506NAL0003739747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees,Laborers Pension Trust Fund-Detroit and Vicinity from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITY.

Finding similar companies…

How this plan invests

This plan

3 pooled trusts

Schedule D

156 securities

funds · stocks · CUSIPs

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

Plan health score

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITY

EIN

all filings

Address

700 TOWER DRIVE SUITE 300 · TROY, MI · 480982808

Phone

(248) 813-9800

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-15

Pension benefit codes

1A · Pay-related DB formula

Welfare benefit codes

4H · Long-term disability

4L · Death benefits (include travel accident but not life insurance)

Audit & trust (Schedule H)

Auditor

BENDA, GRACE, STULZ & COMPANY, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

14 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
JP MORGAN INVESTMENT MANAGEMENT	—	NEW YORK, NY	NONE	$65K	—
BOYD WATERSON ASSET MANAGEMENT, LLC	34-1922005	—	NONE	$36K	—

Investments

156 direct securities · 3 pooled funds· $873.7M(99% 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

$403.2M

3 holdings

Other securities

$227.3M

8 holdings

Common Stocks

$101.9M

84 holdings

Mutual Funds

$70.5M

3 holdings

Common Collective Trusts

$49.6M

1 holding

Bonds / Notes

$14.7M

57 holdings

Cash / Money Market

$6.1M

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.

BlackRock / iShares$397.9M Eaton Vance / Calvert$65.2M Loomis Sayles$56.5M JPMorgan$42.0M Wells Fargo / Allspring$207K Schwab$155K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENESYS, INC	38-2383171	—	NONE	$466K	—
LABORERS JOINT DELIQUENCY COMMITTEE	38-2286296	—	NONE	$439K	—
MARQUETTE ASSOCIATES, INC.	36-3485298	—	NONE	$275K	—
LOOMIS SAYLES, & COMPANY, P.C.	04-1554520	—	NONE	$162K	—
UNITED ACTUARIAL SERVICES, INC.	35-2156428	—	NONE	$83K	—
FIFTH THIRD BANK	31-1051736	—	NONE	$67K	—
BENDA, GRACE, STULZ & COMPANY, P.C.	38-2284921	—	NONE	$38K	—
WATKINS PAWLICK CALATI & PRIFTI PC	82-2893229	—	NONE	$26K	—
TIC MIDWEST	93-4217445	—	NONE	$21K	—
SEGAL SELECT	38-2600875	—	NONE	$20K	—
N.C.C.M.P.	—	WASHINGTON, DC	NONE	$8K	—
AMERICAN GRAPHICS	—	CLINTON TOWNSHIP, MI	NONE	$7K	—

					% of plan
RUSSELL 3000 INDEX FUND BLACLROCK INSTITUTIONAL TRUST · EIN 94-6589508 / PN 001	Common Collective Trust	—	$317.5M	$348.3M	39.3%
Parametric Defense Equity Fund Parametric Defense Equity Fund, LLC	Other securities	—	$36.2M	$65.2M	7.4%
S Baird Core Plus Bond Fund	Mutual Funds	—	$62.7M	$60.2M	6.8%
Loomis Sayles MultiSector Full Discretion Funds	Other securities	—	$45.4M	$56.5M	6.4%
Blackrock Acwi Ex US Index Fund	Common Collective Trusts	—	$45.0M	$49.6M	5.6%
MULTI-EMPLOYER PROPERTY TRUST RIGGS & CO. · EIN 52-6218800 / PN 001	Common Collective Trust	—	$17.3M	$41.3M	4.7%
LIMITED PARTNERSHIPS/ LIMITED LIABILITY COMPANY HGK Asset Management HGK Trinity Street International Equity Fund, L.P.	Common Stocks	—	$20.8M	$39.2M	4.4%
AQR Capital Manager AQR Group II Multi-Asset Offshore Fund, L.P.	Common Stocks	—	$20.5M	$28.0M	3.2%
Intercontinental Real Estate U.S. Real Estate Investment Fund, L.L.C.	Other securities	—	$27.0M	$26.1M	2.9%
JPMorgan Asset Management IIF Erisa Hedged Fund, L.P.	Other securities	—	$19.4M	$26.0M	2.9%
Ullico Investment Advisors, Inc. Ullico Infrastructure Tax-Exempt Fund, L.P.	Common Stocks	—	$19.0M	$23.4M	2.6%
Ameriacan Realty Advisors American Strategic Value Realty Fund, L.P.	Other securities	—	$10.6M	$22.4M	2.5%
JPMorgan Chase Bank JPMCB Special Situation Property Fund	Other securities	—	$26.0M	$15.8M	1.8%
Winslow Large Cap Cl R	Other securities	—	$2.3M	$15.2M	1.7%
ACADIAN INTERNATIONAL SMALL-CAP EQU SEI TRUST COMPANY · EIN 47-3984728 / PN 081	Common Collective Trust	—	$12.0M	$13.6M	1.5%
S-Continued AFL-CIO Housing Investment Trust	Mutual Funds	—	$10.9M	$10.2M	1.2%
Fifth Third Institutional (GS) Short Term Investment Fund	Cash / Money Market	—	$6.1M	$6.1M	0.7%
United States Government U.S. Treasury nt 4.125% due 07/31/2031	Bonds / Notes	—	$823K	$821K	<0.1%
United States Government U.S. Treasury nt 3.250% due 06/30/2029	Bonds / Notes	—	$744K	$787K	<0.1%
United States Government U.S. Treasury nt 4.625% due 09/30/2030	Bonds / Notes	—	$761K	$781K	<0.1%
United States Government U.S. Treasury nt 3.500% due 01/31/2030	Bonds / Notes	—	$749K	$773K	<0.1%
United States Government U.S. Treasury bd 4.250% due 02/15/2054	Bonds / Notes	—	$779K	$750K	<0.1%
United States Government U.S. Treasury nt 3.500% due 02/15/2033	Bonds / Notes	—	$659K	$642K	<0.1%
United States Government FR SD8206 3.000% due 04/01/2052	Bonds / Notes	—	$586K	$505K	<0.1%
United States Government FN MA4805 4.500% due 11/01/2052	Bonds / Notes	—	$501K	$487K	<0.1%
United States Government U.S. Treasury nt 4.3755 due 05/15/2034	Bonds / Notes	—	$422K	$428K	<0.1%
United States Government FR SD8288 5.000% due 01/01/2053	Bonds / Notes	—	$420K	$420K	<0.1%
United States Government FN MA4120 2.500% due 09/01/2050	Bonds / Notes	—	$481K	$364K	<0.1%
United States Government FR SD8214 3.500% due 05/01/2052	Bonds / Notes	—	$384K	$362K	<0.1%
U.S. GOVERNMENT SECURITIES United States Government FR SD8122 2.500% due 01/01/2051	Bonds / Notes	—	$470K	$361K	<0.1%
United States Government FR SD8128 2.000% due 02/01/2051	Bonds / Notes	—	$432K	$328K	<0.1%
United States Government FN MA4625 3.500% due 07/01/2052	Bonds / Notes	—	$327K	$322K	<0.1%
United States Government FN MA4655 4.000% due 07/01/2052	Bonds / Notes	—	$334K	$317K	<0.1%
Itt Inc Common Stock	Common Stocks	—	$177K	$255K	<0.1%
United States Government FN MA4916 4.000% due 02/01/2053	Bonds / Notes	—	$258K	$254K	<0.1%
United States Government U.S. Treasury bd 4.625% due 02/15/2055	Bonds / Notes	—	$240K	$247K	<0.1%
United States Government FN MA4869 5.500% due 01/01/2053	Bonds / Notes	—	$246K	$246K	<0.1%
Carmax Auto Owner 6.000% due 07/15/2030	Bonds / Notes	—	$225K	$230K	<0.1%
Talen Energy Corp Common Stock	Common Stocks	—	$65K	$214K	<0.1%
United States Government U.S. Treasury bd 4.000% due 11/15/2042	Bonds / Notes	—	$237K	$212K	<0.1%
Chemed Corp Common Stock	Common Stocks	—	$194K	$212K	<0.1%
Carmax Auto Owner 8.080% due 04/16/2029	Bonds / Notes	—	$214K	$211K	<0.1%
Telephone & Data Sys Inc Common Stock	Common Stocks	—	$99K	$210K	<0.1%
Exeter Auto Recev 5.060% due 02/18/2031	Bonds / Notes	—	$209K	$208K	<0.1%
Post Hldgs Inc Common Stock	Common Stocks	—	$151K	$207K	<0.1%
Wells Fargo & Co VAR due 03/02/2033	Common Stocks	—	$197K	$207K	<0.1%
Citigroup Inc Nt VAR due 03/31/2030	Common Stocks	—	$200K	$206K	<0.1%
T-Mobile USA Inc 3.375% due 04/15/2029	Bonds / Notes	—	$194K	$205K	<0.1%
Api Group Corp Common Stock	Common Stocks	—	$109K	$204K	<0.1%
TD Synnex Corp Common Stock	Common Stocks	—	$150K	$200K	<0.1%

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