Lansing Local #826 Glaziers' Retirement Trust Fund — Form 5500 plan (Lansing Local #826 Glaziers' Retirement Trust Fund)

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, Lansing Local #826 Glaziers' Retirement Trust Fund is a benefit plan reported by Lansing Local #826 Glaziers' Retirement Trust Fund under EIN 38-3209037 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $31,738,140 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lansing Local #826 Glaziers' Retirement Trust Fund
EIN
38-3209037
Plan number
002
Plan type
1
Location
Jackson, MI
Latest filing year
2023
Participants
207
End-of-year plan assets
$31,738,140

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241014143938NAL0026435953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,738,140
Total liabilities (EOY)
$15,646
Net assets (EOY)
$31,722,494
Net assets (BOY)
$28,427,379

Income & contributions

Employer contributions
$1,218,627
Total contributions
$1,218,627
Total income / additions
$5,649,046

Expenses & distributions

Benefits paid
$2,179,683
Administrative expenses
$174,248
Total expenses
$2,353,931
Net increase / (decrease)
$3,295,115

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.RECORDKEEPER$120,411$02023
Segal Select Insurance Inc.INSURANCE$16,590not reported in the loaded dataset2023
Watkins, Pawlick, Calati & PriftiATTORNEY$12,348not reported in the loaded dataset2023
Seber Tans, PlcACCOUNTANT$10,135not reported in the loaded dataset2023
Mcginty Et AlATTORNEY$8,304not reported in the loaded dataset2023
Fisher Spiegel Kunkle & Gerber PllcAUDITOR$0not reported in the loaded dataset2023

Related Form 5500 pages