Pension Plan B For Employees Of Consumers Energy Company — Form 5500 plan (Consumers Energy Company)
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, Pension Plan B For Employees Of Consumers Energy Company is a benefit plan reported by Consumers Energy Company under EIN 38-0442310 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,609 participants and $1,425,904,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consumers Energy Company
- EIN
- 38-0442310
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MI
- Latest filing year
- 2023
- Participants
- 7,609
- End-of-year plan assets
- $1,425,904,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,609 | H, C | 20241009075650NAL0017997217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,425,904,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,425,904,209
- Net assets (BOY)
- $1,356,901,432
Income & contributions
- Total contributions
- $0
- Total income / additions
- $159,999,664
Expenses & distributions
- Benefits paid
- $88,458,539
- Administrative expenses
- $2,538,348
- Total expenses
- $90,996,887
- Net increase / (decrease)
- $69,002,777
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust | TRUSTEE | $651,200 | not reported in the loaded dataset | 2023 |
| Aon Invt Mgr | CONSULTANT | $390,050 | not reported in the loaded dataset | 2023 |
| Fidelity Invest Instit Oper Co | RECORDKEEPER | $229,724 | not reported in the loaded dataset | 2023 |
| Wellington Management Company Llp | INVESTMENT MANGEMENT | $98,761 | not reported in the loaded dataset | 2023 |
| Aon Hewitt | ACTUARY | $88,513 | not reported in the loaded dataset | 2023 |
| Blackrock | INVESTMENT | $40,802 | not reported in the loaded dataset | 2023 |
| Earnest Partners | INVESTEMENT | $31,609 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | CONSULTANT | $4,259 | not reported in the loaded dataset | 2023 |
| Comerica | CUSTODIAN | $3,940 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consumers Energy Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Jackson, MI
- Northern Trust — Schedule C compensation
- Aon Invt Mgr — Schedule C compensation
- Fidelity Invest Instit Oper Co — Schedule C compensation
- Wellington Management Company Llp — Schedule C compensation
- Aon Hewitt — Schedule C compensation
- Blackrock — Schedule C compensation
- Earnest Partners — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Comerica — Schedule C compensation