2023 Form 5500 filing — Michigan Electrical Employees' Pension 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 20241015084511NAL0048533056006) for Michigan Electrical Employees' Pension Plan, reported by Trustees Of Michigan Electrical Employees' Pension Fund under EIN 38-6233977 and plan number 001. It reports 5,104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084511NAL0048533056006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Michigan Electrical Employees' Pension Fund
- EIN
- 38-6233977
- Plan number
- 001
- Location
- Madison Heights, MI
- Participants
- 5,104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $500,933,851
- Total liabilities (EOY)
- $2,768,056
- Net assets (EOY)
- $498,165,795
- Employer contributions
- $24,593,082
- Total income / additions
- $93,915,249
- Benefits paid
- $33,571,538
- Administrative expenses
- $2,813,249
- Total expenses
- $36,384,787
- Net increase / (decrease)
- $57,530,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $991,214 | $0 |
| Wcm Investment Management | NONE | $402,355 | $0 |
| Wilson Mcshane Corporation | NONE | $247,750 | not reported in the loaded dataset |
| Eagle Capital Management, LLC | NONE | $246,373 | $0 |
| American Realty Advisors | NONE | $242,353 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $111,845 | not reported in the loaded dataset |
| Centersquare Investment Management | NONE | $70,106 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifti, Pc | SEE ATTACHED | $60,304 | not reported in the loaded dataset |
| Cuni, Rust, Stren, Inc. | NONE | $57,200 | not reported in the loaded dataset |
| National Investment Services | NONE | $29,832 | not reported in the loaded dataset |
| Trade Solutions | NONE | $27,983 | not reported in the loaded dataset |
| Benda, Grace, Stulz & Company, P.C. | NONE | $27,500 | not reported in the loaded dataset |
| Metropolitan West Asset Managment | NONE | $19,099 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $0 | $0 |
| Delaware/Mondrian Int'L Adr | NONE | $0 | $0 |
| Eip Energy Infr & Mlp Str | NONE | $0 | $0 |
| Polen Capital | NONE | $0 | $0 |
| John Hancock | NONE | $0 | $0 |
| Geneva Capital | NONE | $0 | $0 |