Escanaba, 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, Escanaba, MI has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $125,844,782 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$125,844,782
Total reported liabilities (EOY)
$12,100
Total reported net assets (EOY)
$125,832,682

Contributions & income

Employer contributions
$2,626,054
Participant contributions
$5,082,380
Total income / additions
$27,026,712

Expenses & distributions

Benefits paid / distributions
$11,651,981
Total expenses
$12,188,320
Net increase / (decrease)
$14,838,392

Coverage

Total reported participants
2,865
Plans with financial statements
13
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Escanaba, 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

Largest loaded plans in Escanaba, MI
PlanSponsorReported assets (EOY)Year
Engineered Machined Products, Inc. Employees Salary Deferral PlanEngineered Machined Products, Inc.$35,973,3212023
Engineered Machined Products, Inc. Collectively Bargained PlanEngineered Machined Products, Inc.$16,137,5012023
Dagenais Enterprises Management Company, Inc. 401(K) & Profit Sharing PlanDagenais Enterprises Management Company, Inc.$15,665,4222023
Anderson Tackman & Company Retirement PlanAnderson Tackman & Company, Plc$11,776,2792023
Andex Industries Inc & Anthony & Co. Retirement PlanAndex Industries, Inc.$10,878,1842023
Upcap Services, Inc 403b Retirement PlanUpcap Services, Inc.$9,892,5902023
Andex Industries, Inc./Anthony & Company 401(K) Retirement Plan And TrustAndex Industries, Inc.$7,599,5702023
Escanaba Paper Company Union Retirement Trust FundEscanaba Paper Company Union Retirement Insurance Trust Fund$5,316,9252023
Team Wireless 401(K) PlanGee Papa Enterprises Dba Team Wireless$4,785,0302023
Community Action Agency 403(B) Retirement PlanCommunity Action Agency$3,563,5592023
Perry C Uhazie Dds 401(K) Profit Sharing Plan & TrPerry C Uhazie Dds$1,646,3012023
Donald J Pfotenhauer Dds Pc Employees' 401(K) Profit Sharing Plan And TrustDonald J Pfotenhauer Dds Pc$1,429,0432023
Peninsula Endodontics Pc 401(K) Profit Sharing PlanPeninsula Endodontics Pc$1,181,0572023
Engineered Machined Products Health And Welfare Benefit PlanEngineered Machined Products, Inc.not reported in the loaded dataset2023
Gee Papa Enterprises, Inc. Welfare Benefit PlanGee Papa Enterprises, Inc.not reported in the loaded dataset2023

Related Form 5500 pages