2023 Form 5500 filing — Outstate Michigan Trowel Trades Pension Fund
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 20241014150013NAL0013492579002) for Outstate Michigan Trowel Trades Pension Fund, reported by Trustees Of Outstate Michigan Trowel Trades Pension Fund under EIN 38-6222545 and plan number 001. It reports 1,591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150013NAL0013492579002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Outstate Michigan Trowel Trades Pension Fund
- EIN
- 38-6222545
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 1,591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,541,241
- Total liabilities (EOY)
- $347,776
- Net assets (EOY)
- $81,193,465
- Employer contributions
- $4,007,168
- Total income / additions
- $13,410,928
- Benefits paid
- $5,773,417
- Administrative expenses
- $435,972
- Total expenses
- $6,209,389
- Net increase / (decrease)
- $7,201,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates, Inc. | NONE | $70,000 | not reported in the loaded dataset |
| Tic International Corporatioin | NONE | $63,998 | not reported in the loaded dataset |
| Comerica Bank | NONE | $25,809 | not reported in the loaded dataset |
| United Actuarial Servcies | NONE | $23,300 | not reported in the loaded dataset |
| Stefansky Holloway & Nichols, Inc. | NONE | $21,986 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $21,850 | not reported in the loaded dataset |
| Watkins Pawlick Calatie & Prifti Pc | NONE | $17,113 | not reported in the loaded dataset |
| Clarkston Capital Partners | NONE | $16,751 | not reported in the loaded dataset |
| Trade Solutions | NONE | $11,147 | not reported in the loaded dataset |