2023 Form 5500 filing — Pension Plan For Employees Of The Charles Stewart Mott Foundation
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926101604NAL0000607681001) for Pension Plan For Employees Of The Charles Stewart Mott Foundation, reported by The Charles Stewart Mott Foundation under EIN 38-1211227 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926101604NAL0000607681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Charles Stewart Mott Foundation
- EIN
- 38-1211227
- Plan number
- 001
- Location
- Flint, MI
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,824,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,824,661
- Employer contributions
- $500,000
- Total income / additions
- $7,211,033
- Benefits paid
- $3,072,048
- Administrative expenses
- $72,946
- Total expenses
- $3,144,994
- Net increase / (decrease)
- $4,066,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,048 | $0 |
| Principal Global Investors LLC | INVESTMENT ADVISORY | $26,474 | not reported in the loaded dataset |