Michiana Area Electrical Workers' Money Purchase Plan — Form 5500 plan (Trustees Of Michiana Area Elec Workers' Money Purchase Plan)
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, Michiana Area Electrical Workers' Money Purchase Plan is a benefit plan reported by Trustees Of Michiana Area Elec Workers' Money Purchase Plan under EIN 35-1861971 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,307 participants and $110,150,659 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Michiana Area Elec Workers' Money Purchase Plan
- EIN
- 35-1861971
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,307
- End-of-year plan assets
- $110,150,659
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,307 | H, C | 20241008141506NAL0017765489003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,150,659
- Total liabilities (EOY)
- $74,586
- Net assets (EOY)
- $110,076,073
- Net assets (BOY)
- $96,239,349
Income & contributions
- Employer contributions
- $6,642,577
- Total contributions
- $6,642,577
- Total income / additions
- $18,568,637
Expenses & distributions
- Benefits paid
- $4,579,185
- Administrative expenses
- $152,728
- Total expenses
- $4,731,913
- Net increase / (decrease)
- $13,836,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Graystone Consulting | NONE | $41,298 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $39,063 | not reported in the loaded dataset | 2023 |
| May, Oberfell, Lorber | NONE | $22,172 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi, LLC | NONE | $15,554 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $11,751 | not reported in the loaded dataset | 2023 |
| Benda, Grace, Stulz & Company, P.C. | NONE | $10,300 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $7,056 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Michiana Area Elec Workers' Money Purchase Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Graystone Consulting — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- May, Oberfell, Lorber — Schedule C compensation
- Ledbetter Parisi, LLC — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Benda, Grace, Stulz & Company, P.C. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation