2023 Form 5500 filing — Pension Plan B For Employees Of Consumers Energy Company
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 20241009075650NAL0017997217001) for Pension Plan B For Employees Of Consumers Energy Company, reported by Consumers Energy Company under EIN 38-0442310 and plan number 001. It reports 7,609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009075650NAL0017997217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consumers Energy Company
- EIN
- 38-0442310
- Plan number
- 001
- Location
- Jackson, MI
- Participants
- 7,609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,425,904,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,425,904,209
- Total income / additions
- $159,999,664
- Benefits paid
- $88,458,539
- Administrative expenses
- $2,538,348
- Total expenses
- $90,996,887
- Net increase / (decrease)
- $69,002,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust | TRUSTEE | $651,200 | not reported in the loaded dataset |
| Aon Invt Mgr | CONSULTANT | $390,050 | not reported in the loaded dataset |
| Fidelity Invest Instit Oper Co | RECORDKEEPER | $229,724 | not reported in the loaded dataset |
| Wellington Management Company Llp | INVESTMENT MANGEMENT | $98,761 | not reported in the loaded dataset |
| Aon Hewitt | ACTUARY | $88,513 | not reported in the loaded dataset |
| Blackrock | INVESTMENT | $40,802 | not reported in the loaded dataset |
| Earnest Partners | INVESTEMENT | $31,609 | not reported in the loaded dataset |
| New England Pension Consultants | CONSULTANT | $4,259 | not reported in the loaded dataset |
| Comerica | CUSTODIAN | $3,940 | not reported in the loaded dataset |