Iamaw Great Lakes Joint Retirement Plan — Form 5500 plan (International Association Of Machinists)
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, Iamaw Great Lakes Joint Retirement Plan is a benefit plan reported by International Association Of Machinists under EIN 38-2614719 and plan number 005. The latest loaded filing year is 2023. The filing reports 631 participants and $63,219,114 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Association Of Machinists
- EIN
- 38-2614719
- Plan number
- 005
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 631
- End-of-year plan assets
- $63,219,114
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 631 | H, C | 20241007141604NAL0016219185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,219,114
- Total liabilities (EOY)
- $16,667
- Net assets (EOY)
- $63,202,447
- Net assets (BOY)
- $58,216,905
Income & contributions
- Employer contributions
- $416,918
- Participant contributions
- $452,630
- Total contributions
- $1,265,431
- Total income / additions
- $12,135,879
Expenses & distributions
- Benefits paid
- $6,959,129
- Administrative expenses
- $191,208
- Total expenses
- $7,150,337
- Net increase / (decrease)
- $4,985,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NON1E KNOWN | $122,316 | not reported in the loaded dataset | 2023 |
| Washington Street Insurance Group | NONE KNOWN | $24,676 | not reported in the loaded dataset | 2023 |
| Novara, Tesija, Catenacci, Mcdonald | NONE KNOWN | $19,581 | not reported in the loaded dataset | 2023 |
| Wrubel Wesley And Company Cpas | NONE KNOWN | $13,805 | not reported in the loaded dataset | 2023 |
| Greystone Consulting Group | NONE KNOWN | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Association Of Machinists
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys, Inc. — Schedule C compensation
- Washington Street Insurance Group — Schedule C compensation
- Novara, Tesija, Catenacci, Mcdonald — Schedule C compensation
- Wrubel Wesley And Company Cpas — Schedule C compensation
- Greystone Consulting Group — Schedule C compensation