Trustees Of Michigan Conference Of Teamsters Welfare Fund 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trustees Of Michigan Conference Of Teamsters Welfare Fund
  • Sponsor EIN: 381328578
  • Sponsor Address: 2700 TRUMBULL AVENUE, DETROIT, MI, 48216
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 16,791
  • Total Assets: $662.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416,791$662.0M$345.1M$702,182
202317,062$624.0M$344.8M$705,761
202217,151$540.0M$319.5M$793,076

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
BLUE CROSS BLUE SHIELD OF MICHIGANOther Service Provider$8,028,567—$8,028,567
CENTRAL STATES PENSION FUNDRecordkeeper$1,487,811—$1,487,811
PRUDENTRX, LLCOther Service Provider$898,303—$898,303
DELTA DENTAL PLAN OF MICHIGAN, INC.Other Service Provider$450,801—$450,801
WILLIS TOWERS WATSON US LLCRecordkeeper$373,561—$373,561
KYLE STALLMANOther Service Provider$351,883—$351,883
ZELIS COST MANAGEMENT BUYER, INCOther Service Provider$337,076—$337,076
CAREMARKOther Service Provider$272,197—$272,197
WILLIAM DEIGHTONOther Service Provider$221,219—$221,219
BRYAN CARNEYOther Service Provider$188,691—$188,691
SANDY BOWMAN-CLAUSOther Service Provider$169,092—$169,092
YOUNGSOFT, INCOther Service Provider$169,041—$169,041
LAW OFFICES OF MICHAEL J. MILLSOther Service Provider$159,314—$159,314
GAIL WILSONOther Service Provider$154,770—$154,770
VISHAL SHARMAOther Service Provider$153,058—$153,058
JASEN STAGNEROther Service Provider$128,074—$128,074
TODD GRAHAMOther Service Provider$126,655—$126,655
ELLIOTT QUICKOther Service Provider$125,393—$125,393
HUA LIOther Service Provider$122,641—$122,641
CYNTHIA BOETTNEROther Service Provider$121,886—$121,886
MARK GUENTHEROther Service Provider$121,312—$121,312
ERICA MILLEROther Service Provider$117,299—$117,299
KENNETH MILLEROther Service Provider$115,320—$115,320
DANIELLA JANCESKIOther Service Provider$112,694—$112,694
CARLENE KNIGHTOther Service Provider$105,487—$105,487
PATRICIA LAVIGNEOther Service Provider$103,955—$103,955
AHMED YOUSSEFOther Service Provider$100,517—$100,517
CAROL SHIREYOther Service Provider$100,218—$100,218
SHERRYLN HALLOther Service Provider$99,689—$99,689
MARISA FREEMANOther Service Provider$92,404—$92,404
DAWN LAWRENCEOther Service Provider$91,454—$91,454
MDLIVE, INCOther Service Provider$88,400—$88,400
LAKAYA CAGGINSOther Service Provider$85,623—$85,623
JAKE WROBELOther Service Provider$84,201—$84,201
RSM US LLPAuditor$84,139—$84,139
RAMONA FRANTZOther Service Provider$83,552—$83,552
ANDREW BRYEROther Service Provider$83,162—$83,162
KELLY MIKOLAJEWSKIOther Service Provider$82,721—$82,721
KRISTI CRONKOther Service Provider$82,549—$82,549
KARIA WILLIAMSOther Service Provider$81,007—$81,007
KATHLEEN TRENTOther Service Provider$80,873—$80,873
MELANIE PARYASKIOther Service Provider$80,839—$80,839
ANNE MEADOther Service Provider$79,930—$79,930
ANDREW MORRISONOther Service Provider$79,204—$79,204
LAWRENCE STRAUGHENOther Service Provider$74,583—$74,583
JENNIFER HENDERSONOther Service Provider$71,678—$71,678
KAREN SHASTACHUKOther Service Provider$71,649—$71,649
ARIFAH MIRZAOther Service Provider$70,629—$70,629
ROBIN SCHMIDTOther Service Provider$69,400—$69,400
CHARLOTTE LEDBETTEROther Service Provider$68,966—$68,966
KIMBERLY MILLEROther Service Provider$68,555—$68,555
TINA ULMEROther Service Provider$68,250—$68,250
TANYA MUNAFO(NYBERG)Other Service Provider$66,599—$66,599
PAUL ATWOODOther Service Provider$66,214—$66,214
DARKO JANCESKIOther Service Provider$66,101—$66,101
DEVIN BROOKSOther Service Provider$65,282—$65,282
LILLIAN GOSSOther Service Provider$64,854—$64,854
NATHAN ANDERSONOther Service Provider$64,119—$64,119
WILLIEMAE WATSONOther Service Provider$63,940—$63,940
LISA HECHTOther Service Provider$63,775—$63,775
EYEMEDOther Service Provider$63,374—$63,374
CAROL IRVINGOther Service Provider$63,204—$63,204
AUTUMN SCHNEIDEROther Service Provider$62,501—$62,501
CHRISTOPHER SHIREYOther Service Provider$62,100—$62,100
SENA JARVISOther Service Provider$61,814—$61,814
JANICE PAWELSKIOther Service Provider$61,646—$61,646
AARON ANDERSONOther Service Provider$61,538—$61,538
CHRISTINE DEWAROther Service Provider$61,348—$61,348
BETHANY KOWALCZYKOther Service Provider$61,051—$61,051
TINA PHILLIPSOther Service Provider$61,041—$61,041
DAVID CHEEKSOther Service Provider$60,916—$60,916
KATHY PARRISOther Service Provider$60,765—$60,765
STEPHANIE CICEROOther Service Provider$60,404—$60,404
JANE PAWELSKIOther Service Provider$60,348—$60,348
JUSTIN OGBURNOther Service Provider$60,124—$60,124
DAMON SMITHOther Service Provider$59,808—$59,808
DANIELLE BORAOther Service Provider$58,716—$58,716
MICHELLE AVILAOther Service Provider$58,527—$58,527
FRAN D'AMOUROther Service Provider$58,450—$58,450
NICOLE EVANCHOOther Service Provider$58,306—$58,306
NANCY ELLIOTTOther Service Provider$57,630—$57,630
ANGEL FAVORSOther Service Provider$57,610—$57,610
MARTHA ZAVALAOther Service Provider$57,584—$57,584
SAUNDRIA RICHARDSONOther Service Provider$57,555—$57,555
MYYA HARRISOther Service Provider$57,110—$57,110
SHARON ISETTOther Service Provider$57,087—$57,087
CYNTHIA BANKSOther Service Provider$56,643—$56,643
KAREN CLARKOther Service Provider$56,585—$56,585
MARY MACDONALDOther Service Provider$56,466—$56,466
BRENDAN RINGOther Service Provider$55,455—$55,455
TAYLEIR LEWISOther Service Provider$55,408—$55,408
ABIGAIL VASQUEZOther Service Provider$55,266—$55,266
DESTINY THOMPKINSOther Service Provider$53,624—$53,624
ANDREA LAVERTYOther Service Provider$53,620—$53,620
ALICE REAUMEOther Service Provider$53,290—$53,290
KELLY BONOOther Service Provider$52,345—$52,345
DEBORA JACKSONOther Service Provider$50,519—$50,519
ANDREA FEICHTINGEROther Service Provider$49,298—$49,298
AMANDA BENNETTOther Service Provider$48,589—$48,589
KATHRYN VAUGHNOther Service Provider$46,285—$46,285
DANIELLE SHANNONOther Service Provider$45,114—$45,114
AON RISK SERVICES CENTRAL, INCOther Service Provider$42,520—$42,520
TOMIKA WALKEROther Service Provider$34,611—$34,611
WATKINS, PAWLICK, CALATI & PRIFTI,Other Service Provider$31,673—$31,673
MADDIN, HOUSER, ROTH & HELLER PCOther Service Provider$13,812—$13,812
UNITED MEDICAL VENTURES LLC DBA MASOther Service Provider$10,337—$10,337
CHILSON LAW OFFICE LLCOther Service Provider$7,668—$7,668
CYBERSECOP LLCOther Service Provider$7,013—$7,013
PATIENT FIRST MEDICAL CLINIC PCOther Service Provider$5,746—$5,746

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $19,863,620
  • Estimated Expense Ratio: 3.001% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2024$15,912,065——$84,139—
2023$15,399,055——$85,120—
2022$15,036,094———$1,007,368

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