Michigan Beverage Collective Employee Benefit Plan — Form 5500 plan (Michigan Beer & Wine Wholesalers Assn.)
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, Michigan Beverage Collective Employee Benefit Plan is a benefit plan reported by Michigan Beer & Wine Wholesalers Assn. under EIN 38-0832060 and plan number 505. The latest loaded filing year is 2023. The filing reports 2,370 participants and $4,137,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michigan Beer & Wine Wholesalers Assn.
- EIN
- 38-0832060
- Plan number
- 505
- Plan type
- 3
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 2,370
- End-of-year plan assets
- $4,137,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,370 | H, C | 20240910151934NAL0003076051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,137,168
- Total liabilities (EOY)
- $4,110,552
- Net assets (EOY)
- $26,616
- Net assets (BOY)
- $784,179
Income & contributions
- Employer contributions
- $19,836,356
- Total contributions
- $19,836,356
- Total income / additions
- $19,892,600
Expenses & distributions
- Benefits paid
- $19,952,463
- Administrative expenses
- $697,700
- Total expenses
- $20,650,163
- Net increase / (decrease)
- -$757,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mbwwa Services, Inc. | PLAN SPONSOR SUBSIDIARY | $529,390 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | CONSULTANT | $82,964 | not reported in the loaded dataset | 2023 |
| Clark Hill Plc | ATTORNEY | $29,726 | not reported in the loaded dataset | 2023 |
| Byrum & Fisk | CONSULTANT | $18,338 | not reported in the loaded dataset | 2023 |
| Maner Costerisan Pc | AUDITOR | $16,900 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michigan Beer & Wine Wholesalers Assn.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Mbwwa Services, Inc. — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Clark Hill Plc — Schedule C compensation
- Byrum & Fisk — Schedule C compensation
- Maner Costerisan Pc — Schedule C compensation