2021-02-11T12:57:02-06:00 2020-03-31 420714325 RSM US LLP 30 South Wacker Dr STE 3300 Chicago IL 606063392 990 2019-04-01 381328578 Michigan Conference of Teamsters Welfare Fund MICH 3139642400 2700 Trumbull Avenue Detroit MI 482161269 Kyle Stallman Executive Director 3139642400 2021-02-10 1 Rebekuh Eley P01247672 3126343400 2021-02-10 2019 2022-09-23 18:48:47Z Kyle Stallman 2700 Trumbull Avenue Detroit MI 482161269 524724870 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 6 100 0 0 0 0 0 275466034 294176298 18013212 6615754 11516 9772 293490762 300801824 0 0 250696831 280001608 10715742 10383755 0 0 0 12537664 13644385 273950237 304029748 19540525 -3227924 532721600 488052676 7630636 8955081 525090964 479097595 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 1 242 0 1 100 1 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Kyle Stallman 3139642400 2700 Trumbull Avenue Detroit MI 482161269 Richard Burker Executive Director 55.00 0.00 X 335094 0 60671 William Deighton Director of IT 45.00 0.00 X 191418 0 55425 Kyle Stallman Director of Financial Services 45.00 0.00 X 173245 0 54748 Patricia LaVigne Sr. Director of Benefit Admin. 45.00 0.00 X 177856 0 49578 Vishal Sharma Computer Systems Analyst 45.00 0.00 X 137404 0 53400 Barbara McGuire Director of Human Resources 45.00 0.00 X 131321 0 53188 Raymond J Buratto Trustee 4.00 0.00 X 14400 0 24998 Earl D Ishbia Trustee 2.00 0.00 X 0 0 0 Robert W Jones Trustee 2.00 0.00 X 0 0 0 Jose Rosario Trustee until 9/5/19 2.00 0.00 X 0 0 0 Paul Kozicki Trustee 2.00 0.00 X 0 0 0 Kevin Moore Trustee 2.00 0.00 X 0 0 0 Gregory W Nowak Trustee 4.00 0.00 X 0 0 0 Ellis Wood Trustee 2.00 0.00 X 0 0 0 1160738 0 352008 14 0 1 0 Blue Cross Blue Shield of Michigan 600 E Lafayette Street Detroit MI 482262998 Provider network and payment processing 7310509 Delta Dental Plan of Michigan 124 W Allegan Street Lansing MI 48933 TPA for dental benefits 516496 Willis Towers Watson US LLC 26555 Evergreen Rd Ste 1600 Southfield MI 48076 Actuarial services 341164 Morgan Stanley Wealth Management 40701 Woodward Ave Ste 200 Bloomfield Hills MI 48304 Investment advisory fees 340024 RED-CARD Systems LLC 744 Office Pkwy St Louis MO 63141 Printing and postal services 260838 10 Employer Contributions 900099 289698312 289698312 Retiree Contributions 900099 3379329 3379329 Cobra Contributions 900099 1098657 1098657 294176298 15414273 15414273 6503 0 6503 6503 6503 215124527 223923046 -8798519 -8798519 -8798519 Legal Settlement Income 900099 3269 3269 3269 300801824 294176298 0 6625526 280001608 440218 5941464 1614237 1885986 501850 225062 73472 1752885 9079930 554850 737971 411328 79821 7169 351433 289339 Repairs & Maintenance 61725 Employee Relations 13916 Dues & Subscriptions 3372 Recruitment Expense 2112 304029748 8369247 12701971 7616085 6108482 23724515 19433424 6748034 6768393 10527709 7344325 3066640 3183384 242797200 236344476 239788463 202889154 611416 623392 532721600 488052676 1297044 1145469 6333592 7809612 7630636 8955081 X 525090964 479097595 525090964 479097595 532721600 488052676 -3227924 -42765445 0 X X 0 1 X 1 0 440593 440593 4005583 3398437 607146 1866833 1720641 146192 4214700 2225247 1989453 3183384 Mutual Funds 166658125 F Investment in Partnerships 26691426 F Commingled Funds 9539603 F 202889154 Prepaid contributions - Actives 7526832 Prepaid Contributions - Retirees 282780 7809612 X 256283494 -42765445 -42765445 299048939 1752885 1752885 300801824 302276863 0 302276863 1752885 1752885 304029748 Part X, Line 2: The trust, established under the Agreement and Declaration of Trust to hold the Plans' 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. In accordance with guidance on accounting for uncertainty in income taxes, management evaluated the Plans and trust's tax positions and does not believe the Plans and trust have any uncertain tax positions that require disclosure or adjustment to the financial statements. The Plan Administrator believes it is no longer subject to tax examinations for fiscal years prior to March 31, 2016. Central America and the Caribbean 0 0 Investments 25651044 0 0 0 0 0 0 25651044 0 25651044 1 0 1 0 0 0 Part III Accounting Method: X X 0 0 0 Richard Burker Executive Director 335094 0 0 0 0 0 27641 0 33030 0 395765 0 0 0 William Deighton Director of IT 191418 0 0 0 0 0 23331 0 32094 0 246843 0 0 0 Kyle Stallman Director of Financial Services 173245 0 0 0 0 0 22785 0 31963 0 227993 0 0 0 Patricia LaVigne Sr. Director of Benefit Admin. 177856 0 0 0 0 0 22924 0 26654 0 227434 0 0 0 Vishal Sharma Computer Systems Analyst 137404 0 0 0 0 0 21710 0 31690 0 190804 0 0 0 Barbara McGuire Director of Human Resources 131321 0 0 0 0 0 21527 0 31661 0 184509 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). 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E S Solid Waste Midwest LLC Veritiv Operating Company Verndale Products Inc Walbridge Equipment Installation LLC Waste Management of Michigan Inc Watkins Printing Company Welded Construction LP WESCO Distribution Inc Western Mechanical Contractors Inc WHM Construction Inc Wick's Pies Inc Willbee Transit Mix Co Inc Wiltfong Moving & Storage Inc Wirt Transport Company Inc Wolverine Packing Co Wolverine Trucking Inc YRC Freight 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1