Marquette, 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, Marquette, MI has 23 loaded benefit plan(s) reported by 17 plan sponsor(s), with $265,362,819 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $265,362,819
- Total reported liabilities (EOY)
- $9,212,146
- Total reported net assets (EOY)
- $256,150,673
Contributions & income
- Employer contributions
- $10,451,979
- Participant contributions
- $5,087,293
- Total income / additions
- $47,169,725
Expenses & distributions
- Benefits paid / distributions
- $25,231,955
- Total expenses
- $26,886,193
- Net increase / (decrease)
- $20,283,532
Coverage
- Total reported participants
- 4,670
- Plans with financial statements
- 15
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marquette, 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 |
|---|---|---|---|
| Upper Peninsula Power Company Retirement Plan | Upper Peninsula Power Company | $91,786,093 | 2023 |
| Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan | Michigan Upper Peninsula Ibew | $89,960,912 | 2023 |
| Upper Peninsula Power Company Employee Benefit Plan | Upper Peninsula Power Company | $26,276,674 | 2023 |
| Upper Peninsula Health Plan 401(K) Profit Sharing Plan | Upper Peninsula Managed Care, LLC | $13,416,731 | 2023 |
| Range Bank 401(K) Plan | Range Bank, N.A. | $12,540,041 | 2023 |
| Easy Ice, LLC 401(K) And Profit Sharing Plan | Easy Ice, LLC | $10,353,238 | 2023 |
| Longyear 401(K) Profit Sharing Plan | Jm Longyear, LLC | $8,407,250 | 2023 |
| Satellite Services, Inc. 401(K) Profit Sharing Plan | Satellite Services, Inc. | $8,281,753 | 2023 |
| Bell Financial 401(K) Plan | Bell Financial Services Company | $2,013,396 | 2023 |
| Myway Enterprises, Inc. 401(K) Plan | Myway Enterprises, Inc. | $822,871 | 2023 |
| Cowell & Lapointe Pc Employees Profit Sharing Plan | Cowell & Lapointe, P.C. | $781,037 | 2023 |
| Satellite Services, Inc. Employee Stock Ownership Plan | Satellite Services, Inc. | $722,823 | 2023 |
| Up Rehab Services LLC 401(K) Plan | U.P. Rehab Services, LLC | $0 | 2023 |
| Lucidcoast Co. 401(K) Plan | Lucidcoast Co. | $0 | 2023 |
| J.M. Longyear, LLC Group Health And Welfare Plan | J.M. Longyear, LLC | not reported in the loaded dataset | 2023 |
| Embers Credit Union Welfare Benefit Plan | Embers Credit Union | not reported in the loaded dataset | 2023 |
| U.P. Health Plan Group Benefit Plan | Upper Peninsula Managed Care , LLC | not reported in the loaded dataset | 2023 |
| Employee Health Plan Of Tla Services Inc | Tla Services Inc | not reported in the loaded dataset | 2023 |
| The Fire Station LLC Welfare Benefit Plan | The Fire Station | not reported in the loaded dataset | 2023 |
| Up Rehab Services LLC Welfare Benefit Plan | Up Rehab Services LLC | not reported in the loaded dataset | 2023 |
| Easy Ice LLC | Easy Ice, LLC | not reported in the loaded dataset | 2023 |
| Higher Level Employment Services LLC | Higher Level Employment Services LLC | not reported in the loaded dataset | 2023 |
| Norlite Nursing Center Life Insurance Plan | Norlite Nursing Center Of Marquette Inc | not reported in the loaded dataset | 2023 |
Largest plans in Marquette → · Marquette plans by participants → · Marquette plans with financial data → · Marquette plans with provider compensation → · $1B+ plans in Marquette →
Related Form 5500 pages
- All MI Form 5500 filings
- Upper Peninsula Power Company Retirement Plan (plan 003)
- Upper Peninsula Power Company — all reported plans
- Michigan Upper Peninsula Intrl Brotherhood Of Elec Workers Pension Plan (plan 001)
- Michigan Upper Peninsula Ibew — all reported plans
- Upper Peninsula Power Company Employee Benefit Plan (plan 501)
- Upper Peninsula Health Plan 401(K) Profit Sharing Plan (plan 001)
- Upper Peninsula Managed Care, LLC — all reported plans
- Range Bank 401(K) Plan (plan 002)
- Range Bank, N.A. — all reported plans
- Easy Ice, LLC 401(K) And Profit Sharing Plan (plan 001)
- Easy Ice, LLC — all reported plans
- Longyear 401(K) Profit Sharing Plan (plan 002)
- Jm Longyear, LLC — all reported plans
- Satellite Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Satellite Services, Inc. — all reported plans
- Bell Financial 401(K) Plan (plan 001)
- Bell Financial Services Company — all reported plans
- Myway Enterprises, Inc. 401(K) Plan (plan 001)
- Myway Enterprises, Inc. — all reported plans
- Cowell & Lapointe Pc Employees Profit Sharing Plan (plan 001)
- Cowell & Lapointe, P.C. — all reported plans
- Satellite Services, Inc. Employee Stock Ownership Plan (plan 002)
- Up Rehab Services LLC 401(K) Plan (plan 001)
- U.P. Rehab Services, LLC — all reported plans
- Lucidcoast Co. 401(K) Plan (plan 001)
- Lucidcoast Co. — all reported plans
- J.M. Longyear, LLC Group Health And Welfare Plan (plan 501)
- Methodology
- Data sources