Great Lakes Resources, Inc. Health And Welfare Plan — Form 5500 plan (Great Lakes Resources, Inc.)
Plain-English plan 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, Great Lakes Resources, Inc. Health And Welfare Plan is a benefit plan reported by Great Lakes Resources, Inc. under EIN 01-0786169 and plan number 501. The latest loaded filing year is 2023. The filing reports 410 participants and $269,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Lakes Resources, Inc.
- EIN
- 01-0786169
- Plan number
- 501
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $269,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20240819230628NAL0004594610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $269,584
- Total liabilities (EOY)
- -$133,554
- Net assets (EOY)
- $403,138
- Net assets (BOY)
- $137,498
Income & contributions
- Employer contributions
- $3,174,378
- Participant contributions
- $915
- Total contributions
- $3,175,293
- Total income / additions
- $3,175,293
Expenses & distributions
- Benefits paid
- $2,611,221
- Administrative expenses
- $298,432
- Total expenses
- $2,909,653
- Net increase / (decrease)
- $265,640
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fce Benefit Administrators, Inc. | PLAN SERVICE PROVIDER | $211,223 | not reported in the loaded dataset | 2023 |
| Trust Management Services | PLAN SERVICE PROVIDER | $23,522 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | PLAN SERVICE PROVIDER | $21,266 | not reported in the loaded dataset | 2023 |
| First Health Group Corp | PLAN SERVICE PROVIDER | $7,711 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Great Lakes Resources, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Fce Benefit Administrators, Inc. — Schedule C compensation
- Trust Management Services — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- First Health Group Corp — Schedule C compensation