Back to filter
Original filing (PDF)20260214103007NAL0002465203001
MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST
Form 5500
FILING_RECEIVED
MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
1,282
Accounts w/ balance
—
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 75% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST.
Plan sponsor
Name
MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST
EIN
82-1241822
Address
6525 CENTURION DRIVE · LANSING, MI · 48917
Phone
(517) 321-7502
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-14
Welfare benefit codes
4A · Health (other than dental or vision)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BENDA, GRACE, STULZ & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOSTER & FOSTER | — | NAPERVILLE, IL | NONE | $20K | — |
| BENDA, GRACE, STULZ & COMPANY, P.C. | 38-2284921 | — | NONE | $15K | — |
| MORGAN STANLEY | — | INDIANAPOLIS, IN | NONE | $13K | — |
| MAY, OBERFELL LORBER LAW FIRM | — | MISHAWAKA, IN | NONE | $9K | — |
| TIC MIDWEST | 13-2600875 | — | NONE | $7K | — |
Investments
10 direct securities· $12.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Metropolitan West Total Return Bond Fund | — | — | $3.1M | $2.9M | 23.2% | |
| Pimco Income Fund Class I - 2 | — | — | $3.0M | $2.9M | 23.2% | |
| Lord Abbett Short Duration Income Fund | — | — | $1.4M | $1.4M | 10.8% | |
| Ishares Russell 1000 Value ETF | — | — | $906K | $1.2M | 9.5% | |
| Ishares Russell 1000 Growth ETF | — | — | $626K | $1.1M | 8.8% | |
| Vanguard Intl Equity Index Fund | — | — | $852K | $1.0M | 8.2% | |
| Invesco Prem US Mny Inst | — | — | $521K | $521K | 4.2% | |
| Ishares S&P Midcap 400 Index | — | — | $287K | $371K | 3.0% | |
| Morgan Stanley Bank N.A. Money Market Fund 91 MUTUAL FUNDS Ishares SP Smallcap 600 Index | — | — | $316K | $357K | 2.8% | |
| Blackrock High Yield Bond Fund | — | — | $347K | $334K | 2.7% |
Related plans
Other plans using FOSTER & FOSTER
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
$1.9B · 65,981 participants
W PA TEAMSTERS & EMPLOYERS PENSION
WESTERN PENNSYLVANIA TEAMSTERS AND EMPLOYERS PENSION FUND
$1.6B · 3,616 participants
BOARD OF TRUSTEES, NORTHERN CALIFORNIA ELECTRICAL
NORTHERN CALIFORNIA ELECTRICAL WORKERS PENSION PLAN
$696.6M · 1,499 participants
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUND
STEAMFITTERS LOCAL #449 PENSION PLAN
$479.3M · 1,652 participants
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTON
SHEET METAL WORKERS' LOCAL 100 WASHINGTON, D.C. AREA PENSION FUND
$391.6M · 1,336 participants
AMERICAN FIDELITY CORPORATION
RETIREMENT PLAN OF AMERICAN FIDELITY GROUP
$349.4M · 1,547 participants
Similar-size Electrical Contractors plans
BYRNE ELECTRICAL SPECIALISTS, INC.
BYRNE ELECTRICAL SPECIALISTS, INC. RETIREMENT SAVINGS PLAN
$12.5M · 551 participants
WILLE ELECTRIC SUPPLY COMPANY., INC.
WILLE ELECTRIC SUPPLY CO., INC. PROFIT SHARING 401(K) PLAN
$12.5M · 47 participants
WELLINGTON POWER CORPORATION
WELLINGTON POWER CORPORATION 401(K) PLAN
$12.6M · 34 participants
POSIGEN, INC.
POSIGEN, INC. 401(K) PLAN
$12.5M · 500 participants
VOTAW ELECTRIC, INC.
VOTAW ELECTRIC, INC. EMPLOYEES' 401(K) PLAN
$12.5M · 133 participants
ELECTRICAL DESIGN & MOTOR CONTROL, INC.
ELECTRICAL DESIGN & MOTOR CONTROL, INC. 401(K) PLAN
$12.7M · 84 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants