Upper Peninsula Power Company Retirement Plan — Form 5500 plan (Upper Peninsula Power 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, Upper Peninsula Power Company Retirement Plan is a benefit plan reported by Upper Peninsula Power Company under EIN 38-1280574 and plan number 003. The latest loaded filing year is 2023. The filing reports 570 participants and $91,786,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upper Peninsula Power Company
- EIN
- 38-1280574
- Plan number
- 003
- Plan type
- 2
- Location
- Marquette, MI
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $91,786,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241015090801NAL0055306898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $91,786,093
- Total liabilities (EOY)
- $52,615
- Net assets (EOY)
- $91,733,478
- Net assets (BOY)
- $90,843,985
Income & contributions
- Employer contributions
- $122,240
- Total contributions
- $122,240
- Total income / additions
- $9,080,105
Expenses & distributions
- Benefits paid
- $7,327,780
- Administrative expenses
- $862,832
- Total expenses
- $8,190,612
- Net increase / (decrease)
- $889,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $295,465 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services | NONE | $231,840 | not reported in the loaded dataset | 2023 |
| Humana | NONE | $200,593 | not reported in the loaded dataset | 2023 |
| State Street Bank And Trust | NONE | $63,176 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $8,350 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $5,642 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upper Peninsula Power Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Marquette, MI
- Willis Towers Watson Us LLC — Schedule C compensation
- Towers Watson Investment Services — Schedule C compensation
- Humana — Schedule C compensation
- State Street Bank And Trust — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Delta Dental — Schedule C compensation