2020-02-13T10:57:08-06:00 2019-03-31 420714325 RSM US LLP One South Wacker Dr Ste 800 Chicago IL 606063392 990 2018-04-01 381328578 Michigan Conference of Teamsters Welfare Fund MICH 3139642400 2700 Trumbull Avenue Detroit MI 482161269 Richard Burker Executive Director 3139642400 2020-02-11 1 Rebekuh Eley P01247672 3126343400 2020-02-11 66.98.98.134 2020-02-11 18:02:43 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 49D5A1596642B6DD837368B1E984A310120BB776 2018 2020-09-23 17:36:50Z Richard Burker 2700 Trumbull Avenue Detroit MI 482161269 465838803 0 X www.mctwf.org X 1949 MI See Schedule O 8 7 106 0 0 0 0 0 280874997 275466034 21688143 18013212 20320 11516 302583460 293490762 0 0 235927819 250696831 10414689 10715742 0 0 0 11939141 12537664 258281649 273950237 44301811 19540525 517268916 532721600 7145321 7630636 510123595 525090964 X See Schedule O 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 1 0 0 0 0 0 1 0 0 1 267 0 1 106 1 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Richard Burker Executive Director 3139642400 2700 Trumbull Avenue Detroit MI 482161269 Raymond J Buratto Trustee 4.00 0.00 X 15413 0 24968 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 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 Richard Burker Executive Director 55.00 0.00 X 319375 0 58583 Kyle Stallman Director of Financial Services 45.00 0.00 X 162864 0 52845 William Deighton Director of IT 45.00 0.00 X 181443 0 53534 Sandra A Bowman-Claus Sr. Director of Policy 45.00 0.00 X 124126 0 46254 Patricia Lavigne Sr. Director of Benefit Admin. 45.00 0.00 X 161046 0 47317 Vishal Sharma Computer Systems Analyst 45.00 0.00 X 126319 0 51489 1090586 0 334990 10 0 1 0 Blue Cross Blue Shield of Michigan 600 E Lafayette Street Detroit MI 482262998 Provider network and payment processing 6632411 Delta Dental Plan of Michigan 124 W Allegan Street Lansing MI 48933 TPA for dental benefits 563080 Willis Towers Watson US LLC 26555 Evergreen Rd Ste 1600 Southfield MI 48076 Actuarial services 361916 EnTrust Capital 375 Park Avenue 24th Floor New York NY 10152 Investment management fees 361289 Morgan Stanley Wealth Management 40701 Woodward Ave Ste 200 Bloomfield Hills MI 48304 Investment advisory fees 330066 13 Employer Contributions 900099 270952951 270952951 Retiree Contributions 900099 3613599 3613599 Cobra Contributions 900099 899484 899484 275466034 14969511 14969511 6657 0 6657 6657 6657 175391742 172348041 3043701 3043701 3043701 Legal Settlement Income 900099 4859 4859 4859 293490762 275466034 0 18024728 250696831 419980 6124491 1624043 2026307 520921 206310 68100 1513495 8441515 435114 697277 386635 75945 2272 301033 300097 Repairs and maintenance 85131 Employee relations 19947 Dues and subscriptions 3455 Recruitment expense 1338 273950237 10088049 8369247 4234882 7616085 22127530 23724515 6645360 6748034 10059532 6992892 2560076 3066640 280195448 242797200 190827067 239788463 590504 611416 517268916 532721600 1672450 1297044 5472871 6333592 7145321 7630636 X 510123595 525090964 510123595 525090964 517268916 532721600 19540525 -4573156 0 X X 0 1 X 1 0 440593 440593 3881981 3254494 627487 1846667 1660858 185809 3890291 2077540 1812751 3066640 Mutual Funds 199843271 F Investment in Partnerships 27571390 F Commingled Funds 12373802 F 239788463 Prepaid contributions - Actives 6027847 Prepaid Contributions - Retirees 305745 6333592 X 287404111 -4573156 -4573156 291977267 1513495 1513495 293490762 272436742 0 272436742 1513495 1513495 273950237 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, 2015. Central America and the Caribbean 0 0 Investment in Foreign Hedge Fund 27571390 0 0 0 0 0 0 27571390 0 27571390 1 0 1 0 0 0 X X 0 0 0 Richard Burker Executive Director 319375 0 0 0 0 0 26236 0 32347 0 377958 0 0 0 Kyle Stallman Director of Financial Services 162864 0 0 0 0 0 21541 0 31304 0 215709 0 0 0 William Deighton Director of IT 181443 0 0 0 0 0 22098 0 31436 0 234977 0 0 0 Sandra A Bowman-Claus Sr. Director of Policy 124126 0 0 0 0 0 20379 0 25875 0 170380 0 0 0 Patricia Lavigne Sr. Director of Benefit Admin. 161046 0 0 0 0 0 21123 0 26194 0 208363 0 0 0 Vishal Sharma Computer Systems Analyst 126319 0 0 0 0 0 20445 0 31044 0 177808 0 0 0 Harvest Sherwood Food Distributors Trustee 8% Owner 11564814 Trustee Earl D. Ishbia is a 8% owner of Harvest Sherwood Food Distributors. Harvest Sherwood Food Distributors made employer contributions to the welfare fund of $11,564,814 during fiscal year 2018. 0 Form 990, Part I, Line 1, Description of Organization Mission: To provide medical, prescription drugs, dental, vision, behavioral health, disability and death benefits for eligible participants and their dependents. Form 990, Part III, Line 1, Description of Organization Mission: 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. 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). Airport Community Schools Alcona County Road Commission American Postal Workers Union Arenac County Road Commission Baraga Area Schools 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 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 Clark County Clerical - Technical Union Of Michigan State University County of Ogemaw 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 Knox Township Lawrence County Sheriff's Office Manistee County Road Commission Mason County Road Commission MBS International Airport Commission Menominee County Menominee County Road Commission Michigan Conference of Teamsters Welfare Fund Michigan Teamsters Joint Council No 43 Monroe Public Schools Motor City Electric Co Northmont City School District Board of Education Northwestern Regional Airport Commission Orion Township Pioneer Resources Inc Region II Commission on Services to the Aging Roscommon County Road Commission Saginaw County Health Department Saunders County Nebraska Schoolcraft County Road Commission Scioto County Sanitary Engineering Department Southwest Licking Local School District Springfield Metropolitan Housing Authority St John Providence Health System Brighton Swanson Center Teamsters Credit Union Teamsters Local 337 Teamsters Local 7 Teamsters Local Union #1038 Teamsters Local Union #214 Teamsters Local Union #247 Teamsters Local Union #299 Teamsters Local Union #614 Teamsters Local Union 284 Teamsters Local Union No 243 Teamsters Local Union No 283 Van Buren Community Mental Health Authority Village Of Baraga Village Of Fowlerville Village Of Stockbridge Washington County Engineer Waverly Community Schools Webberville Community Schools Wells Twp - 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