Pension Plan For Employees Of The Charles Stewart Mott Foundation — Form 5500 plan (The Charles Stewart Mott Foundation)
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 For Employees Of The Charles Stewart Mott Foundation is a benefit plan reported by The Charles Stewart Mott Foundation under EIN 38-1211227 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $33,824,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Charles Stewart Mott Foundation
- EIN
- 38-1211227
- Plan number
- 001
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $33,824,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20240926101604NAL0000607681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,824,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,824,661
- Net assets (BOY)
- $29,758,622
Income & contributions
- Employer contributions
- $500,000
- Total contributions
- $500,000
- Total income / additions
- $7,211,033
Expenses & distributions
- Benefits paid
- $3,072,048
- Administrative expenses
- $72,946
- Total expenses
- $3,144,994
- Net increase / (decrease)
- $4,066,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,048 | $0 | 2023 |
| Principal Global Investors LLC | INVESTMENT ADVISORY | $26,474 | not reported in the loaded dataset | 2023 |