Midland Cogeneration Venture Limited Partnership 401(K) Savings Plan — Form 5500 plan (Midland Cogeneration Venture Limited Partnership)

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, Midland Cogeneration Venture Limited Partnership 401(K) Savings Plan is a benefit plan reported by Midland Cogeneration Venture Limited Partnership under EIN 38-2726166 and plan number 002. The latest loaded filing year is 2023. The filing reports 118 participants and $63,810,416 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midland Cogeneration Venture Limited Partnership
EIN
38-2726166
Plan number
002
Plan type
2
Location
Midland, MI
Latest filing year
2023
Participants
118
End-of-year plan assets
$63,810,416

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20240826135856NAL0017594576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,810,416
Total liabilities (EOY)
$0
Net assets (EOY)
$63,810,416
Net assets (BOY)
$54,342,008

Income & contributions

Employer contributions
$962,053
Participant contributions
$1,053,111
Total contributions
$2,023,887
Total income / additions
$11,923,499

Expenses & distributions

Benefits paid
$2,337,662
Administrative expenses
$90,496
Total expenses
$2,455,091
Net increase / (decrease)
$9,468,408

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust Investments LLCINVESTMENT ADVISOR$56,905not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$29,107$02023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$4,484not reported in the loaded dataset2023

Related Form 5500 pages