Baker College Employees' Pension Trust — Form 5500 plan (Baker College Professional Services, Inc.)
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, Baker College Employees' Pension Trust is a benefit plan reported by Baker College Professional Services, Inc. under EIN 38-3043861 and plan number 003. The latest loaded filing year is 2023. The filing reports 970 participants and $83,858,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baker College Professional Services, Inc.
- EIN
- 38-3043861
- Plan number
- 003
- Plan type
- 2
- Location
- Owosso, MI
- Latest filing year
- 2023
- Participants
- 970
- End-of-year plan assets
- $83,858,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 970 | H, C | 20250613133421NAL0017597521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $83,858,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,858,382
- Net assets (BOY)
- $80,313,025
Income & contributions
- Employer contributions
- $2,082,616
- Participant contributions
- $0
- Total contributions
- $2,082,616
- Total income / additions
- $14,483,997
Expenses & distributions
- Benefits paid
- $10,979,202
- Administrative expenses
- $8,615
- Total expenses
- $10,987,817
- Net increase / (decrease)
- $3,496,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investors Services Inc | BROKER/ ADVISOR | $0 | $11,736 | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $5,850 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,165 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baker College Professional Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Owosso, MI
- Mml Investors Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation