2023 Form 5500 filing — Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust
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 20250606123706NAL0009173987001) for Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust, reported by Michigan Education Association under EIN 38-0827000 and plan number 001. It reports 1,575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250606123706NAL0009173987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michigan Education Association
- EIN
- 38-0827000
- Plan number
- 001
- Location
- East Lansing, MI
- Participants
- 1,575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $707,937,624
- Total liabilities (EOY)
- $19,423,877
- Net assets (EOY)
- $688,513,747
- Employer contributions
- $15,000,000
- Participant contributions
- $2,801,466
- Total income / additions
- $99,060,193
- Benefits paid
- $50,669,849
- Administrative expenses
- $3,093,998
- Total expenses
- $53,763,847
- Net increase / (decrease)
- $45,296,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michigan Education Association | SHARED SERVICES/REIMBURSE | $535,798 | not reported in the loaded dataset |
| Income Research & Management Inc. | FIDUCIARY | $421,779 | not reported in the loaded dataset |
| Marquette Associates | FIDUCIARY | $382,200 | not reported in the loaded dataset |
| Milliman | ACTUARY | $174,702 | not reported in the loaded dataset |
| Northern Trust | TRUSTEE | $90,474 | $0 |
| Novara Tesija Catenacci, Pllc | LAWYER | $79,662 | not reported in the loaded dataset |
| Milliman | IT SERVICES | $29,362 | not reported in the loaded dataset |
| Maner Costerisan, P.C. | ACCOUNTANT | $25,830 | not reported in the loaded dataset |