Alpena, MI Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Alpena, MI has 28 loaded benefit plan(s) reported by 17 plan sponsor(s), with $300,213,668 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $300,213,668
- Total reported liabilities (EOY)
- $8,728,653
- Total reported net assets (EOY)
- $289,705,143
Contributions & income
- Employer contributions
- $8,842,890
- Participant contributions
- $11,271,698
- Total income / additions
- $72,756,564
Expenses & distributions
- Benefits paid / distributions
- $46,602,054
- Total expenses
- $47,642,519
- Net increase / (decrease)
- $25,114,045
Coverage
- Total reported participants
- 8,004
- Plans with financial statements
- 18
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alpena, MI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| 401(K) Retirement & Savings Plan | Employment Services, Inc. | $90,035,443 | 2023 |
| Besser Company Employee Stock Ownership Plan | Besser Company | $65,985,679 | 2023 |
| The Employees Retirement Savings Plan Of The Besser Companies | Besser Company | $45,058,317 | 2023 |
| Northeast Michigan Community Service Agency, Inc. Profit Sharing Plan | Northeast Michigan Community Service Agency, Inc. | $29,485,457 | 2023 |
| Alcona Citizens For Health, Inc. 403(B) Plan | Alcona Citizens For Health, Inc. | $14,437,357 | 2023 |
| Panel Processing, Inc. Employee Stock Ownership Plan | Panel Processing, Inc. | $12,946,735 | 2023 |
| Thunder Bay Community Health Service 401(K) Plan | Thunder Bay Community Health Service, Inc. | $12,312,148 | 2023 |
| D-J Affiliated Group 401(K) Plan | Douville-Johnston Corporation | $10,692,416 | 2023 |
| Panel Processing, Inc. 401(K) Plan | Panel Processing, Inc. | $6,042,941 | 2023 |
| Alpena Agency 401(K) Plan | Alpena Agency, Inc | $3,786,321 | 2023 |
| Andrew C. Tarkington Dds Pc Profit Sharing Plan | Andrew C Tarkington Dds Pc | $2,338,049 | 2023 |
| Alpena Supermarket, Inc. Employees' 401(K) Savings Plan And Trust | Alpena Supermarket, Inc. | $2,247,890 | 2023 |
| Ridge Runner Enterprises, Inc. 401(K) Plan | Ridge Runner Enterprises, Inc. | $2,017,196 | 2023 |
| Andrew C. Tarkington Dds Pc Money Purchase Plan | Andrew C Tarkington Dds Pc | $1,363,179 | 2023 |
| Thunder Bay Tree Service, L.L.C. 401(K) Profit Sharing Plan | Thunder Bay Tree Service, L.L.C. | $1,192,756 | 2023 |
| Wenzel Bennett Harris Pc 401(K) Plan | Wenzel Bennett Harris Pc | $271,784 | 2023 |
| Management Employees' Retirement Plan Of Besser Company | Besser Company | $0 | 2023 |
| Jbsz Inc. Retirement Plan | Jbsz Inc. | $0 | 2023 |
| Thunder Bay Community Health Service, Inc. | Thunder Bay Community Health Service, Inc. | not reported in the loaded dataset | 2023 |
| Besser Company Health & Welfare Plan | Besser Company | not reported in the loaded dataset | 2023 |
| Panel Processing, Inc. Employee Benefit Plan | Panel Processing, Inc. | not reported in the loaded dataset | 2023 |
| Northeast Michigan Community Service Agency, Inc. Health And Welfare Benefit Plan | Northeast Michigan Community Service Agency, Inc. | not reported in the loaded dataset | 2023 |
| Northland Area Fcu Health And Welfare Plan | Northland Area Federal Credit Union | not reported in the loaded dataset | 2023 |
| Alpena Alcona Area Credit Union | Alpena Alcona Area Credit Union | not reported in the loaded dataset | 2023 |
| Douville-Johnston Corporation - Life Insurance Plan | Douville-Johnston Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Alpena → · Alpena plans by participants → · Alpena plans with financial data → · Alpena plans with provider compensation → · $1B+ plans in Alpena →
Related Form 5500 pages
- All MI Form 5500 filings
- 401(K) Retirement & Savings Plan (plan 001)
- Employment Services, Inc. — all reported plans
- Besser Company Employee Stock Ownership Plan (plan 005)
- Besser Company — all reported plans
- The Employees Retirement Savings Plan Of The Besser Companies (plan 004)
- Northeast Michigan Community Service Agency, Inc. Profit Sharing Plan (plan 002)
- Northeast Michigan Community Service Agency, Inc. — all reported plans
- Alcona Citizens For Health, Inc. 403(B) Plan (plan 001)
- Alcona Citizens For Health, Inc. — all reported plans
- Panel Processing, Inc. Employee Stock Ownership Plan (plan 002)
- Panel Processing, Inc. — all reported plans
- Thunder Bay Community Health Service 401(K) Plan (plan 001)
- Thunder Bay Community Health Service, Inc. — all reported plans
- D-J Affiliated Group 401(K) Plan (plan 001)
- Douville-Johnston Corporation — all reported plans
- Panel Processing, Inc. 401(K) Plan (plan 004)
- Alpena Agency 401(K) Plan (plan 001)
- Alpena Agency, Inc — all reported plans
- Andrew C. Tarkington Dds Pc Profit Sharing Plan (plan 002)
- Andrew C Tarkington Dds Pc — all reported plans
- Alpena Supermarket, Inc. Employees' 401(K) Savings Plan And Trust (plan 001)
- Alpena Supermarket, Inc. — all reported plans
- Ridge Runner Enterprises, Inc. 401(K) Plan (plan 001)
- Ridge Runner Enterprises, Inc. — all reported plans
- Andrew C. Tarkington Dds Pc Money Purchase Plan (plan 001)
- Thunder Bay Tree Service, L.L.C. 401(K) Profit Sharing Plan (plan 001)
- Thunder Bay Tree Service, L.L.C. — all reported plans
- Methodology
- Data sources