Group Health Care Plan For Retired Employees — 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, Group Health Care Plan For Retired Employees is a benefit plan reported by Consumers Energy Company under EIN 38-0442310 and plan number 510. The latest loaded filing year is 2023. The filing reports 2,638 participants and $1,119,256,885 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
- 510
- Plan type
- 2
- Location
- Jackson, MI
- Latest filing year
- 2023
- Participants
- 2,638
- End-of-year plan assets
- $1,119,256,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,638 | H, C | 20241009080735NAL0018890913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,119,256,885
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,119,256,885
- Net assets (BOY)
- $1,034,269,708
Income & contributions
- Employer contributions
- $10,574,267
- Participant contributions
- $4,353,451
- Total contributions
- $14,927,718
- Total income / additions
- $144,698,484
Expenses & distributions
- Benefits paid
- $51,701,511
- Administrative expenses
- $8,009,796
- Total expenses
- $59,711,307
- Net increase / (decrease)
- $84,987,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Investments Usa Inc | CONSULTANT | $316,589 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $173,841 | $0 | 2023 |
| Earnest Partners | CONSULTANT | $76,407 | not reported in the loaded dataset | 2023 |
| Comerica Bank | TRUSTEE | $40,041 | $0 | 2023 |
| Metlife Investment Mgmt Holdings | CONSULTANT | $29,888 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | CONSULTANT | $22,621 | not reported in the loaded dataset | 2023 |
| Clarion Partners, Lld | CONSULTANT | $18,659 | not reported in the loaded dataset | 2023 |
| Deloitte Tax | CONSULTANT | $13,825 | not reported in the loaded dataset | 2023 |
| State Street Research & Mgmt | CONSULTANT | $9,402 | 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
- Aon Investments Usa Inc — Schedule C compensation
- Northern Trust — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Metlife Investment Mgmt Holdings — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Clarion Partners, Lld — Schedule C compensation
- Deloitte Tax — Schedule C compensation
- State Street Research & Mgmt — Schedule C compensation