2023 Form 5500 filing — Great Lakes Energy Union 401(K) Plan
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 20241001112148NAL0013473890001) for Great Lakes Energy Union 401(K) Plan, reported by Great Lakes Energy Cooperative, Inc under EIN 38-3321875 and plan number 003. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001112148NAL0013473890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Energy Cooperative, Inc
- EIN
- 38-3321875
- Plan number
- 003
- Location
- Boyne City, MI
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,636,109
- Net assets (EOY)
- $23,636,109
- Employer contributions
- $365,053
- Participant contributions
- $1,552,512
- Total income / additions
- $5,736,917
- Benefits paid
- $920,555
- Administrative expenses
- $65,764
- Total expenses
- $986,319
- Net increase / (decrease)
- $4,750,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $61,980 | $0 |