Caravan Facilities Management Union 401(K) Plan — Form 5500 plan (Caravan Facilities Management L.L.C)
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, Caravan Facilities Management Union 401(K) Plan is a benefit plan reported by Caravan Facilities Management L.L.C under EIN 38-3376680 and plan number 002. The latest loaded filing year is 2023. The filing reports 842 participants and $5,455,435 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.5MPlan net assets, end of year$5,455,435
Participants842Covered participants reported
Assets / participant$6.5KComputed: assets ÷ participants$6,479 (computed)
Provider compensation$40.5K3 Schedule C provider row(s)$40,489
- Plan sponsor
- Caravan Facilities Management L.L.C
- EIN
- 38-3376680
- Plan number
- 002
- Plan type
- 2
- Location
- Saginaw, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 842 | H, C | 20241015071522NAL0027752961001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,455,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,455,435
- Net assets (BOY)
- $4,979,787
Income & contributions
- Employer contributions
- $176,287
- Participant contributions
- $477,044
- Total contributions
- $653,331
- Total income / additions
- $1,424,067
Expenses & distributions
- Benefits paid
- $888,735
- Administrative expenses
- $40,489
- Total expenses
- $932,597
- Net increase / (decrease)
- $491,470
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great Lakes Pension Associate, Inc. | THIRD PARTY ADMINISTRATO | $26,228 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $14,261 | $0 | 2023 |
| Capital Bank And Trust Company | TRUSTEE/CUSTO DIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caravan Facilities Management L.L.C
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Saginaw, MI
- Great Lakes Pension Associate, Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Capital Bank And Trust Company — Schedule C compensation