2023 Form 5500 filing — Group Health Care Plan For Retired Employees
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 20241009080735NAL0018890913001) for Group Health Care Plan For Retired Employees, reported by Consumers Energy Company under EIN 38-0442310 and plan number 510. It reports 2,638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009080735NAL0018890913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consumers Energy Company
- EIN
- 38-0442310
- Plan number
- 510
- Location
- Jackson, MI
- Participants
- 2,638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,119,256,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,119,256,885
- Employer contributions
- $10,574,267
- Participant contributions
- $4,353,451
- Total income / additions
- $144,698,484
- Benefits paid
- $51,701,511
- Administrative expenses
- $8,009,796
- Total expenses
- $59,711,307
- Net increase / (decrease)
- $84,987,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc | CONSULTANT | $316,589 | not reported in the loaded dataset |
| Northern Trust | TRUSTEE | $173,841 | $0 |
| Earnest Partners | CONSULTANT | $76,407 | not reported in the loaded dataset |
| Comerica Bank | TRUSTEE | $40,041 | $0 |
| Metlife Investment Mgmt Holdings | CONSULTANT | $29,888 | not reported in the loaded dataset |
| New England Pension Consultants | CONSULTANT | $22,621 | not reported in the loaded dataset |
| Clarion Partners, Lld | CONSULTANT | $18,659 | not reported in the loaded dataset |
| Deloitte Tax | CONSULTANT | $13,825 | not reported in the loaded dataset |
| State Street Research & Mgmt | CONSULTANT | $9,402 | not reported in the loaded dataset |