# Trustees Of Michigan Trowel Trades Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-michigan-trowel-trades-health-and-welfare-fund-386238055-501

> Trustees Of Michigan Trowel Trades Health And Welfare Fund's Health & Welfare plan: 561 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Michigan Trowel Trades Health And Welfare Fund

- **Sponsor EIN:** 386238055

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 48917

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 561

- **Total Assets:** $10.3M

## 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|561|$10.3M|$7.9M|$84,964|

| 2023|583|$9.8M|$8.0M|$65,262|

| 2022|534|$7.8M|$6.7M|$97,479|

## 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|$537,822|—|$537,822|

| TIC INTERNATIONAL|Other Service Provider|$126,311|—|$126,311|

| MICHAEL G. BUCK|Other Service Provider|—|$66,688|$66,688|

| STEFANSKY, HOLLOWAY, NICHOLS, INC.|Other Service Provider|$24,577|—|$24,577|

| BENDA, GRACE, STULZ & COMPANY PC|Other Service Provider|$20,650|—|$20,650|

| WATKINS, PAWLICK, CALATI & PRIFTI|Other Service Provider|$15,583|—|$15,583|

| DETROIT CEMENT MASONS COLLECTIONS|Other Service Provider|$12,029|—|$12,029|

| MARQUETTE & ASSOCIATES|Other Service Provider|$5,000|—|$5,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $808,660

- **Estimated Expense Ratio:** 7.854% 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|$762,698|$8,514|$657,796|$20,650|—|

| 2023|$732,937|$7,960|$610,087|$18,650|—|

| 2022|$694,720|$7,555|$112,476|—|$64,054|

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