Mea-Messa-Mea-Fin. Svrs Retiree Health Benefit Plan — Form 5500 plan (Mea-Messa-Mea Financial Services Retiree Health Benefit Plan)
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, Mea-Messa-Mea-Fin. Svrs Retiree Health Benefit Plan is a benefit plan reported by Mea-Messa-Mea Financial Services Retiree Health Benefit Plan under EIN 38-3306252 and plan number 522. The latest loaded filing year is 2023. The filing reports 1,515 participants and $264,039,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mea-Messa-Mea Financial Services Retiree Health Benefit Plan
- EIN
- 38-3306252
- Plan number
- 522
- Plan type
- 2
- Location
- East Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,515
- End-of-year plan assets
- $264,039,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,515 | H, C | 20250612115737NAL0047552098001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $264,039,908
- Total liabilities (EOY)
- $1,195,711
- Net assets (EOY)
- $262,844,197
- Net assets (BOY)
- $235,250,383
Income & contributions
- Total income / additions
- $36,375,284
Expenses & distributions
- Benefits paid
- $8,535,528
- Administrative expenses
- $245,942
- Total expenses
- $8,781,470
- Net increase / (decrease)
- $27,593,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | ACTUARY | $204,064 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Domestic Holdings | CONSULTING | $125,000 | not reported in the loaded dataset | 2023 |
| Comerica Bank | not reported in the loaded dataset | $51,649 | not reported in the loaded dataset | 2023 |
| Maner Costerisan, P.C. | not reported in the loaded dataset | $13,000 | not reported in the loaded dataset | 2023 |
| Novara, Tesija & Catenacci Pllc | not reported in the loaded dataset | $7,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mea-Messa-Mea Financial Services Retiree Health Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in East Lansing, MI
- Milliman — Schedule C compensation
- Morgan Stanley Domestic Holdings — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Maner Costerisan, P.C. — Schedule C compensation
- Novara, Tesija & Catenacci Pllc — Schedule C compensation