2023 Form 5500 filing — Upper Peninsula Power Company Employee Benefit 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 20241015091357NAL0027917089001) for Upper Peninsula Power Company Employee Benefit Plan, reported by Upper Peninsula Power Company under EIN 38-1280574 and plan number 501. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091357NAL0027917089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upper Peninsula Power Company
- EIN
- 38-1280574
- Plan number
- 501
- Location
- Marquette, MI
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,276,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,276,674
- Employer contributions
- $2,725,246
- Participant contributions
- $977,987
- Total income / additions
- $6,206,814
- Benefits paid
- $4,131,756
- Administrative expenses
- $87,009
- Total expenses
- $4,218,765
- Net increase / (decrease)
- $1,988,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| State Street Bank And Trust | NONE | $34,499 | $0 |
| Towers Watson Investment Svc Inc | NONE | $30,160 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $14,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $8,350 | not reported in the loaded dataset |