# Trustees Of Michigan Conference Of Teamsters Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-michigan-conference-of-teamsters-welfare-fund-381328578-501

> Trustees Of Michigan Conference Of Teamsters Welfare Fund&#39;s 401(k) plan: 16,791 participants, plan year 2024 financials, providers, and benchmarks from Form…

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|16,791|$662.0M|$345.1M|$702,182|

| 2023|17,062|$624.0M|$344.8M|$705,761|

| 2022|17,151|$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 MICHIGAN|Other Service Provider|$8,028,567|—|$8,028,567|

| CENTRAL STATES PENSION FUND|Recordkeeper|$1,487,811|—|$1,487,811|

| PRUDENTRX, LLC|Other Service Provider|$898,303|—|$898,303|

| DELTA DENTAL PLAN OF MICHIGAN, INC.|Other Service Provider|$450,801|—|$450,801|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$373,561|—|$373,561|

| KYLE STALLMAN|Other Service Provider|$351,883|—|$351,883|

| ZELIS COST MANAGEMENT BUYER, INC|Other Service Provider|$337,076|—|$337,076|

| CAREMARK|Other Service Provider|$272,197|—|$272,197|

| WILLIAM DEIGHTON|Other Service Provider|$221,219|—|$221,219|

| BRYAN CARNEY|Other Service Provider|$188,691|—|$188,691|

| SANDY BOWMAN-CLAUS|Other Service Provider|$169,092|—|$169,092|

| YOUNGSOFT, INC|Other Service Provider|$169,041|—|$169,041|

| LAW OFFICES OF MICHAEL J. MILLS|Other Service Provider|$159,314|—|$159,314|

| GAIL WILSON|Other Service Provider|$154,770|—|$154,770|

| VISHAL SHARMA|Other Service Provider|$153,058|—|$153,058|

| JASEN STAGNER|Other Service Provider|$128,074|—|$128,074|

| TODD GRAHAM|Other Service Provider|$126,655|—|$126,655|

| ELLIOTT QUICK|Other Service Provider|$125,393|—|$125,393|

| HUA LI|Other Service Provider|$122,641|—|$122,641|

| CYNTHIA BOETTNER|Other Service Provider|$121,886|—|$121,886|

| MARK GUENTHER|Other Service Provider|$121,312|—|$121,312|

| ERICA MILLER|Other Service Provider|$117,299|—|$117,299|

| KENNETH MILLER|Other Service Provider|$115,320|—|$115,320|

| DANIELLA JANCESKI|Other Service Provider|$112,694|—|$112,694|

| CARLENE KNIGHT|Other Service Provider|$105,487|—|$105,487|

| PATRICIA LAVIGNE|Other Service Provider|$103,955|—|$103,955|

| AHMED YOUSSEF|Other Service Provider|$100,517|—|$100,517|

| CAROL SHIREY|Other Service Provider|$100,218|—|$100,218|

| SHERRYLN HALL|Other Service Provider|$99,689|—|$99,689|

| MARISA FREEMAN|Other Service Provider|$92,404|—|$92,404|

| DAWN LAWRENCE|Other Service Provider|$91,454|—|$91,454|

| MDLIVE, INC|Other Service Provider|$88,400|—|$88,400|

| LAKAYA CAGGINS|Other Service Provider|$85,623|—|$85,623|

| JAKE WROBEL|Other Service Provider|$84,201|—|$84,201|

| RSM US LLP|Auditor|$84,139|—|$84,139|

| RAMONA FRANTZ|Other Service Provider|$83,552|—|$83,552|

| ANDREW BRYER|Other Service Provider|$83,162|—|$83,162|

| KELLY MIKOLAJEWSKI|Other Service Provider|$82,721|—|$82,721|

| KRISTI CRONK|Other Service Provider|$82,549|—|$82,549|

| KARIA WILLIAMS|Other Service Provider|$81,007|—|$81,007|

| KATHLEEN TRENT|Other Service Provider|$80,873|—|$80,873|

| MELANIE PARYASKI|Other Service Provider|$80,839|—|$80,839|

| ANNE MEAD|Other Service Provider|$79,930|—|$79,930|

| ANDREW MORRISON|Other Service Provider|$79,204|—|$79,204|

| LAWRENCE STRAUGHEN|Other Service Provider|$74,583|—|$74,583|

| JENNIFER HENDERSON|Other Service Provider|$71,678|—|$71,678|

| KAREN SHASTACHUK|Other Service Provider|$71,649|—|$71,649|

| ARIFAH MIRZA|Other Service Provider|$70,629|—|$70,629|

| ROBIN SCHMIDT|Other Service Provider|$69,400|—|$69,400|

| CHARLOTTE LEDBETTER|Other Service Provider|$68,966|—|$68,966|

| KIMBERLY MILLER|Other Service Provider|$68,555|—|$68,555|

| TINA ULMER|Other Service Provider|$68,250|—|$68,250|

| TANYA MUNAFO(NYBERG)|Other Service Provider|$66,599|—|$66,599|

| PAUL ATWOOD|Other Service Provider|$66,214|—|$66,214|

| DARKO JANCESKI|Other Service Provider|$66,101|—|$66,101|

| DEVIN BROOKS|Other Service Provider|$65,282|—|$65,282|

| LILLIAN GOSS|Other Service Provider|$64,854|—|$64,854|

| NATHAN ANDERSON|Other Service Provider|$64,119|—|$64,119|

| WILLIEMAE WATSON|Other Service Provider|$63,940|—|$63,940|

| LISA HECHT|Other Service Provider|$63,775|—|$63,775|

| EYEMED|Other Service Provider|$63,374|—|$63,374|

| CAROL IRVING|Other Service Provider|$63,204|—|$63,204|

| AUTUMN SCHNEIDER|Other Service Provider|$62,501|—|$62,501|

| CHRISTOPHER SHIREY|Other Service Provider|$62,100|—|$62,100|

| SENA JARVIS|Other Service Provider|$61,814|—|$61,814|

| JANICE PAWELSKI|Other Service Provider|$61,646|—|$61,646|

| AARON ANDERSON|Other Service Provider|$61,538|—|$61,538|

| CHRISTINE DEWAR|Other Service Provider|$61,348|—|$61,348|

| BETHANY KOWALCZYK|Other Service Provider|$61,051|—|$61,051|

| TINA PHILLIPS|Other Service Provider|$61,041|—|$61,041|

| DAVID CHEEKS|Other Service Provider|$60,916|—|$60,916|

| KATHY PARRIS|Other Service Provider|$60,765|—|$60,765|

| STEPHANIE CICERO|Other Service Provider|$60,404|—|$60,404|

| JANE PAWELSKI|Other Service Provider|$60,348|—|$60,348|

| JUSTIN OGBURN|Other Service Provider|$60,124|—|$60,124|

| DAMON SMITH|Other Service Provider|$59,808|—|$59,808|

| DANIELLE BORA|Other Service Provider|$58,716|—|$58,716|

| MICHELLE AVILA|Other Service Provider|$58,527|—|$58,527|

| FRAN D'AMOUR|Other Service Provider|$58,450|—|$58,450|

| NICOLE EVANCHO|Other Service Provider|$58,306|—|$58,306|

| NANCY ELLIOTT|Other Service Provider|$57,630|—|$57,630|

| ANGEL FAVORS|Other Service Provider|$57,610|—|$57,610|

| MARTHA ZAVALA|Other Service Provider|$57,584|—|$57,584|

| SAUNDRIA RICHARDSON|Other Service Provider|$57,555|—|$57,555|

| MYYA HARRIS|Other Service Provider|$57,110|—|$57,110|

| SHARON ISETT|Other Service Provider|$57,087|—|$57,087|

| CYNTHIA BANKS|Other Service Provider|$56,643|—|$56,643|

| KAREN CLARK|Other Service Provider|$56,585|—|$56,585|

| MARY MACDONALD|Other Service Provider|$56,466|—|$56,466|

| BRENDAN RING|Other Service Provider|$55,455|—|$55,455|

| TAYLEIR LEWIS|Other Service Provider|$55,408|—|$55,408|

| ABIGAIL VASQUEZ|Other Service Provider|$55,266|—|$55,266|

| DESTINY THOMPKINS|Other Service Provider|$53,624|—|$53,624|

| ANDREA LAVERTY|Other Service Provider|$53,620|—|$53,620|

| ALICE REAUME|Other Service Provider|$53,290|—|$53,290|

| KELLY BONO|Other Service Provider|$52,345|—|$52,345|

| DEBORA JACKSON|Other Service Provider|$50,519|—|$50,519|

| ANDREA FEICHTINGER|Other Service Provider|$49,298|—|$49,298|

| AMANDA BENNETT|Other Service Provider|$48,589|—|$48,589|

| KATHRYN VAUGHN|Other Service Provider|$46,285|—|$46,285|

| DANIELLE SHANNON|Other Service Provider|$45,114|—|$45,114|

| AON RISK SERVICES CENTRAL, INC|Other Service Provider|$42,520|—|$42,520|

| TOMIKA WALKER|Other Service Provider|$34,611|—|$34,611|

| WATKINS, PAWLICK, CALATI & PRIFTI,|Other Service Provider|$31,673|—|$31,673|

| MADDIN, HOUSER, ROTH & HELLER PC|Other Service Provider|$13,812|—|$13,812|

| UNITED MEDICAL VENTURES LLC DBA MAS|Other Service Provider|$10,337|—|$10,337|

| CHILSON LAW OFFICE LLC|Other Service Provider|$7,668|—|$7,668|

| CYBERSECOP LLC|Other Service Provider|$7,013|—|$7,013|

| PATIENT FIRST MEDICAL CLINIC PC|Other Service Provider|$5,746|—|$5,746|

### Verified Provider Profiles

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

- [CENTRAL STATES PENSION FUND](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## 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|

## Similar Plans

- [Builders Exchange Of Lansing And Central Michigan Assoc Health](https://planprovider.pro/companies/builders-exchange-of-lansing-and-central-michigan-assoc-health-381224452-501) — 4,984 participants

- [Pipefitters Local 636 Supplemental Unemployment Benefit Fund](https://planprovider.pro/companies/pipefitters-local-636-supplemental-unemployment-benefit-fund-386100678-501) — 1,742 participants

- [Joint Board Of Trustees](https://planprovider.pro/companies/joint-board-of-trustees-260655485-501) — 1,286 participants

- [Joint Board Of Trustees Roofers Local Union 30](https://planprovider.pro/companies/joint-board-of-trustees-roofers-local-union-30-plan) — 787 participants

- [Mission Based Health Benefits, INC](https://planprovider.pro/companies/mission-based-health-benefits-inc-882122382-501) — 577 participants

- [Sprinkler Fitters And Apprentices Local 704](https://planprovider.pro/companies/sprinkler-fitters-and-apprentices-local-704-401k-plan) — 502 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-michigan-conference-of-teamsters-welfare-fund-381328578-501)

&copy; 2026 PlanProvider.Pro
