2022-02-15T13:35:18-06:00 2021-03-31 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2020-04-01 381328578 Michigan Conference of Teamsters Welfare Fund MICH 3139642400 2700 Trumbull Avenue Detroit MI 482161269 Kyle Stallman Executive Director 3139642400 2022-02-15 1 Kyle Stallman XXX-XX-XXXX Rebekuh Eley P01247672 3126343400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Kyle Stallman 2700 Trumbull Avenue Detroit MI 482161269 774876458 0 X www.mctwf.org X 1949 MI To provide medical, prescription drugs, dental, vision, behavioral health, disability and death benefits for eligible participants and their dependents. 7 4 105 0 0 0 0 0 294176298 300454381 6615754 39016481 9772 17539 300801824 339488401 0 0 280001608 269691608 10383755 11443780 0 0 0 13644385 13854621 304029748 294990009 -3227924 44498392 488052676 644359189 8955081 10402781 479097595 633956408 X The Michigan Conference of Teamsters Welfare Fund (MCTWF) seeks to provide to its participants and their eligible dependents the highest quality of administrative services and a broad range of cost-effective health and welfare benefit package choices, utilizing provider networks that employ the highest professional standards and that provide participants and their eligible dependents with the greatest possible access. MCTWF seeks, as well, to fully accommodate the related educational and operational requirements of teamster union representatives and employers who contract to provide MCTWF coverage. In sum, MCTWF seeks to provide the best group health plan option among all available group health plans and insurers to meet the health and welfare benefit needs of teamster members and their families. 0 0 To provide medical, prescription drugs, dental, vision, behavioral health, disability, and death benefits for eligible participants and their dependents. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 237 0 1 105 1 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Bryan Carney 3139642400 2700 Trumbull Avenue Detroit MI 482161269 X Raymond J Buratto Co-Chair, Trustee 4.00 X X 14325 0 25746 Gregory W Nowak Co-Chair, Trustee 4.00 X X 0 0 0 Earl D Ishbia Trustee 2.00 X 9600 0 18972 Robert W Jones Trustee 2.00 X 12225 0 25746 Paul Kozicki Trustee 2.00 X 0 0 0 Kevin Moore Trustee 2.00 X 0 0 0 Ellis Wood Trustee 2.00 X 0 0 0 Richard Burker Executive Director until 1/1/21 55.00 X 338935 0 59446 Kyle Stallman Executive Director as of 1/1/21 55.00 X 186348 0 55528 William Deighton Director of IT and Services 45.00 X 194557 0 55899 Patricia LaVigne Sr. Director of Benefit Admin 45.00 X 180334 0 49788 Vishal Sharma Computer Systems Analyst 45.00 X 138553 0 53838 Sandra Bowman-Claus Senior Director for Plan Operations 45.00 X 135473 0 48310 Heather Carman Director of Customer Relations 45.00 X 146576 0 36018 1356926 0 429291 14 0 1 0 Blue Cross Blue Shield of Michigan 600 E Lafayette Street Detroit MI 482262998 Provider network and payment processing 7263535 Delta Dental Plan of Michigan 124 W Allegan Street Lansing MI 48933 TPA for dental benefits 432698 Morgan Stanley Wealth Management 40701 Woodward Ave Ste 200 Bloomfield Hills MI 48304 Investment advisory fees 347973 Willis Towers Watson US LLC 26555 Evergreen Rd Ste 1600 Southfield MI 48076 Actuarial services 347004 Amazon Web Services Inc PO Box 84023 Seattle WA 981248423 IT servers & storage services 260423 10 Employer Contributions 900099 296143258 296143258 Retiree Contributions 900099 3231609 3231609 Cobra Contributions 900099 1079514 1079514 300454381 11074863 11074863 463329675 435388057 27941618 27941618 27941618 Legal Settlement Income 900099 17539 17539 17539 339488401 300454381 0 39034020 269691608 755259 6375988 1698150 2058796 555587 225887 74075 2281448 8692534 572211 795414 510310 3671 358570 280575 Repairs & Maintenance 47582 Employee Relations 7124 Dues & Subscriptions 3241 Recruitment Expense 1656 323 294990009 12701971 15051537 6108482 4435815 19433424 15327312 6768393 6930823 8883043 5286864 3183384 3596179 236344476 275126258 202889154 323197311 623392 693954 488052676 644359189 1145469 1777119 7809612 8625662 8955081 10402781 X 479097595 633956408 479097595 633956408 488052676 644359189 44498392 110360421 0 X X 0 1 X 1 0 440593 440593 4037308 3484613 552695 1213531 1080601 132930 3191611 721650 2469961 3596179 Mutual Funds 269163492 F Investment in Partnerships 39364509 F Commingled Funds 14669310 F 323197311 Prepaid contributions - Actives 8340140 Prepaid Contributions - Retirees 285522 8625662 X 447567374 110360421 110360421 337206953 2281448 2281448 339488401 292708561 0 292708561 2281448 2281448 294990009 Part X, Line 2: The Trust established to hold the Plan's assets is intended to qualify pursuant to Section 501(c)(9) of the Internal Revenue Code; accordingly, the Trust's net investment income is exempt from income taxes. The Trust has obtained a favorable tax determination letter from the Internal Revenue Service, and the Plan Sponsor believes that the Trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Plan Administrator believes that the Plan is no longer subject to tax examinations for fiscal years prior to March 31, 2017. Central America and the Caribbean 0 0 Investments in Foreign Hedge Fund 36911921 0 0 0 0 0 0 36911921 0 36911921 1 0 1 0 0 0 Part III Accounting Method: X X 0 0 0 Richard Burker Executive Director until 1/1/21 338935 0 0 0 0 0 26126 0 33320 0 398381 0 0 0 William Deighton Director of IT and Services 194557 0 0 0 0 0 23413 0 32486 0 250456 0 0 0 Kyle Stallman Executive Director as of 1/1/21 186348 0 0 0 0 0 23166 0 32362 0 241876 0 0 0 Patricia LaVigne Sr. Director of Benefit Admin 180334 0 0 0 0 0 22815 0 26973 0 230122 0 0 0 Vishal Sharma Computer Systems Analyst 138553 0 0 0 0 0 21733 0 32105 0 192391 0 0 0 Sandra Bowman-Claus Senior Director for Plan Operations 135473 0 0 0 0 0 21640 0 26670 0 183783 0 0 0 Heather Carman Director of Customer Relations 146576 0 0 0 0 0 21908 0 14110 0 182594 0 0 0 Form 990, Part VI, Section A, line 7a The Fund's governing body, the Board of Trustees, provides in the Fund's Agreement and Declaration of Trust that in the case of Employer Trustee vacancies, the remaining Employer Trustee(s), by majority vote, shall appoint successor Trustees to fill the vacancies. Form 990, Part VI, Section B, line 11b The Director of Financial Services and the Executive Director review and approve the Form 990 prepared by the independent auditors on behalf of the trustees. Form 990, Part VI, Section B, line 12c An annual disclosure questionnaire is distributed to the Board of Trustees, MCTWF employees, fund professionals and vendors to identify circumstances, relationships and transactions that may give rise to a conflict of interest. The questionnaires are reviewed by the human resources director, executive director and legal counsel. If conflicts are identified, measures are taken by the Executive Director to make sure that these trustees or employees would be removed from any decision making. Form 990, Part VI, Section B, line 15 An independent compensation consultant was used in establishing the Executive Director's compensation. There is a written employment contract that is reviewed and approved by the Board of Trustees. An annual merit pool is reviewed and approved by the Board of Trustees for other salaried employees based on a recommendation by the Executive Director that is approved by the Board of Trustees. Individual merit increases based on performance appraisals and market adjustments are determined by the Executive Director. Form 990, Part VI, Section C, line 19 The trust agreement is available on MCTWF's website. The audited annual financial statements as part of the Form 5500 is available upon request and electronically available on the United States Department of Labor website. The information is made available for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part VII, Section A The compensation for employees of organizations which are considered related due to the contributing employer relationship was not available at the time of filing and is available upon request. BOT Michigan Conference of Teamsters Welfare Fund 2700 Trumbull Avenue Detroit MI 482161269 381328578 Fund/Administrative MI 501(c)(9) n/a N/A 0 Airport Community Schools Alcona County Road Commission American Postal Workers Union Arenac County Road Commission Baraga Area Schools Bay Metropolitan Transportation Authority Benton Harbor-St Joseph Joint Wastewater Treatment Plant Berrien Mental Health Authority Board of Country Road Commissions of Iron County Bunzl Midcentral Inc Butler Township Cass County Road Commission Charter Township of Plymouth City of Bad Axe City of Clare City of Escanaba City of Evart City of Gladstone City of Hancock City of Jackson OH City of Manistique City of Marietta City of Menominee City of Onaway City of Pinconning City of Romulus City of Standish City of Three Rivers City of Wellston City of Woodbine Clerical - Technical Union of Michigan State University County of Ogemaw County of Saginaw Crawford County Road Commission Delta Area Transit Authority Delta County Delta County Road Commission Detroit Police Benefit & Protective Assoc Detroit Regional Convention Facility Authority Detroit Teamsters Temple Association Forest Lake Country Club Franklin Township Portage County General Teamsters Local Union No 406 Gladstone Area Schools Gwinn Area Community Schools Holt Public Schools Houghton County Road Commission Houghton Lake Community Schools Huron County Road Commission Knoz Township Board of Trustees LaPorte County Comprehensive Mental Health Council Inc Lawrence County Sheriff's office Manistee County Road Commission Mason County Road Commission MBS International Airport Commission Melvindale - 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