2023 Form 5500 filing — Upper Peninsula Power Company Retirement 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 20241015090801NAL0055306898001) for Upper Peninsula Power Company Retirement Plan, reported by Upper Peninsula Power Company under EIN 38-1280574 and plan number 003. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090801NAL0055306898001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upper Peninsula Power Company
- EIN
- 38-1280574
- Plan number
- 003
- Location
- Marquette, MI
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,786,093
- Total liabilities (EOY)
- $52,615
- Net assets (EOY)
- $91,733,478
- Employer contributions
- $122,240
- Total income / additions
- $9,080,105
- Benefits paid
- $7,327,780
- Administrative expenses
- $862,832
- Total expenses
- $8,190,612
- Net increase / (decrease)
- $889,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $295,465 | not reported in the loaded dataset |
| Towers Watson Investment Services | NONE | $231,840 | not reported in the loaded dataset |
| Humana | NONE | $200,593 | not reported in the loaded dataset |
| State Street Bank And Trust | NONE | $63,176 | $0 |
| Cliftonlarsonallen Llp | NONE | $8,350 | not reported in the loaded dataset |
| Delta Dental | NONE | $5,642 | not reported in the loaded dataset |